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 %
AAM
1176
Azzad Asset Management
Virginia
$29.8M +$336K +1,962 +1%
NCL
1177
Nishkama Capital LLC
Puerto Rico
$29.8M +$29.8M +174,016 New
MWA
1178
Miller Wealth Advisors
Colorado
$29.8M -$1.61M -9,403 -5%
GWM
1179
Geneos Wealth Management
Colorado
$29.7M -$1.52M -8,878 -5%
CA
1180
CoreCap Advisors
Michigan
$29.7M +$1.52M +8,893 +5%
SCM
1181
Schnieders Capital Management
California
$29.6M -$1.54M -8,975 -5%
SVWG
1182
Shared Vision Wealth Group
United States
$29.5M -$127K -738 -0.4%
SBCM
1183
Schwerin Boyle Capital Management
Massachusetts
$29.5M -$77.2K -450 -0.3%
PCM
1184
Pennsylvania Capital Management
Pennsylvania
$29.5M -$3.81M -22,241 -11%
BW
1185
Bison Wealth
Georgia
$29.5M +$34.1K +199 +0.1%
ZIG
1186
Zullo Investment Group
Pennsylvania
$29.5M +$201K +1,175 +0.7%
SW
1187
Solidarity Wealth
Utah
$29.3M +$2.33M +13,567 +9%
BFG
1188
Berger Financial Group
Minnesota
$29.3M -$13.7K -80 -0%
JAG
1189
Journey Advisory Group
Kentucky
$29.2M -$42.9K -250 -0.1%
BFIC
1190
Bedell Frazier Investment Counselling
California
$29.2M -$1.16M -6,766 -4%
GLA
1191
Good Life Advisors
Pennsylvania
$29.2M -$318K -1,857 -1%
SN
1192
Sittner & Nelson
Oregon
$29.2M -$207K -1,209 -0.7%
MRCM
1193
M&R Capital Management
New Jersey
$29.1M -$2.63M -15,300 -8%
WP
1194
Waycross Partners
Kentucky
$29.1M +$1.5M +8,728 +5%
RA
1195
RFG Advisory
Alabama
$29.1M -$313K -1,827 -1%
TAM
1196
Trust Asset Management
Texas
$29.1M -$24.5K -143 -0.1%
KCM
1197
Kennedy Capital Management
Missouri
$29M +$22.3M +129,890 +331%
PFBT
1198
Parkside Financial Bank & Trust
Missouri
$29M +$849K +4,951 +3%
TTWM
1199
TCV Trust & Wealth Management
Virginia
$28.9M -$600K -3,499 -2%
PDM
1200
Penn Davis McFarland
Texas
$28.9M -$4.88M -28,487 -14%