4,973 hedge funds and large institutions have $1.6T invested in Apple in 2024 Q1 according to their latest regulatory filings, with 211 funds opening new positions, 1,945 increasing their positions, 2,551 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,973
Holders Change
+43
Holders Change %
+0.87%
% of All Funds
72.08%
Holding in Top 10
2,634
Holding in Top 10 Change
-271
Holding in Top 10 Change %
-9.33%
% of All Funds
38.18%
New
211
Increased
1,945
Reduced
2,551
Closed
93
Calls
$40.6B
Puts
$37.7B
Net Calls
+$2.96B
Net Calls Change
+$2.19B
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
1151
Sage Capital Advisors
South Dakota
$30.7M -$343 -2 -0%
SIA
1152
Soltis Investment Advisors
Utah
$30.7M -$1.43M -8,358 -4%
GIA
1153
GHP Investment Advisors
Colorado
$30.7M -$805K -4,695 -3%
JA
1154
JLB & Associates
Michigan
$30.7M -$710K -4,138 -2%
ESBC
1155
E.S. Barr & Co
Kentucky
$30.6M -$961K -5,607 -3%
LWM
1156
Lyell Wealth Management
California
$30.6M +$23.2K +135 +0.1%
AP
1157
Americana Partners
Texas
$30.5M +$250K +1,457 +0.8%
PA
1158
PFG Advisors
Arizona
$30.5M -$558K -3,255 -2%
FFP
1159
FourThought Financial Partners
Florida
$30.5M +$215K +1,253 +0.7%
TA
1160
TruWealth Advisors
Louisiana
$30.4M +$802K +4,676 +3%
JCM
1161
Junto Capital Management
New York
$30.3M +$30.3M +176,898 New
WEG
1162
World Equity Group
Illinois
$30.3M -$11M -64,250 -27%
CAL
1163
Capital Analysts LLC
Pennsylvania
$30.3M +$47.2K +275 +0.2%
SCM
1164
Suvretta Capital Management
New York
$30.3M +$30.3M +176,680 New
VWM
1165
Venturi Wealth Management
Texas
$30.3M +$562K +3,275 +2%
RWA
1166
River Wealth Advisors
Pennsylvania
$30.3M +$182K +1,060 +0.6%
WCMN
1167
Westchester Capital Management (Nebraska)
Nebraska
$30.2M +$123K +720 +0.4%
LA
1168
LM Advisors
California
$30.2M +$10.2M +54,636 +51%
CCM
1169
Campbell Capital Management
Florida
$30.2M +$246K +1,435 +0.8%
PFA
1170
Pure Financial Advisors
California
$30.1M +$3.92M +22,854 +15%
P
1171
&Partners
Tennessee
$30.1M +$15.9M +92,919 +112%
FNFDCM
1172
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$30.1M -$128K -745 -0.4%
DWT
1173
Dorsey & Whitney Trust
South Dakota
$30M -$528K -3,080 -2%
WWA
1174
WCG Wealth Advisors
Nevada
$30M -$9.24M -53,898 -24%
EGM
1175
Engineers Gate Manager
New York
$29.9M +$24M +139,810 +407%