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 %
MMG
1376
Monetary Management Group
Missouri
$23.6M -$275K -1,605 -1%
AO
1377
Advisor OS
Illinois
$23.6M -$2.49M -14,536 -10%
GJWM
1378
Gilliland Jeter Wealth Management
Arkansas
$23.6M -$230K -1,342 -1%
GWSG
1379
GPS Wealth Strategies Group
Colorado
$23.6M -$70.3K -410 -0.3%
AC
1380
Arjuna Capital
North Carolina
$23.6M +$569K +3,321 +2%
OAM
1381
Occidental Asset Management
California
$23.5M +$2.59M +15,089 +12%
CA
1382
CapWealth Advisors
Tennessee
$23.4M -$6.93M -40,442 -23%
BLAM
1383
Bourne Lent Asset Management
New York
$23.3M +$72K +420 +0.3%
BMC
1384
Benin Management Corp
Connecticut
$23.3M +$177K +1,033 +0.8%
CW
1385
CIC Wealth
Maryland
$23.3M -$1M -5,842 -4%
PIMJS
1386
PKO Investment Management Joint-Stock
Poland
$23.3M +$2.07M +12,000 +10%
IIC
1387
Ironwood Investment Counsel
Arizona
$23.2M -$33.8K -197 -0.1%
SWP
1388
Semus Wealth Partners
Florida
$23.2M -$88.1K -514 -0.4%
HVIA
1389
Hudson Valley Investment Advisors
New York
$23.2M +$472K +2,750 +2%
AAM
1390
Augustine Asset Management
Florida
$23.2M -$373K -2,177 -2%
LSA
1391
L & S Advisors
California
$23.1M +$2.64M +15,401 +13%
FNA
1392
First National Advisers
Nebraska
$23.1M +$5.18M +30,508 +29%
HRC
1393
Hoertkorn Richard Charles
$23.1M -$270K -1,574 -1%
XF
1394
XML Financial
Maryland
$23.1M -$1.65M -9,618 -7%
OFG
1395
Oxford Financial Group
Indiana
$23M +$119K +696 +0.5%
SCM
1396
Steele Capital Management
Iowa
$23M +$40.8K +238 +0.2%
1IA
1397
1834 Investment Advisors
Wisconsin
$23M -$1.83M -10,683 -7%
FWP
1398
FAS Wealth Partners
Kansas
$22.9M -$1.51M -8,830 -6%
CHC
1399
City Holding Co
West Virginia
$22.9M -$155K -901 -0.7%
PPWP
1400
Premier Path Wealth Partners
New Jersey
$22.9M -$509K -2,969 -2%