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 %
PAM
1451
Peak Asset Management
Colorado
$21.8M +$326K +1,899 +2%
HW
1452
Hamilton Wealth
California
$21.8M +$751K +4,379 +4%
CT
1453
Chicago Trust
Illinois
$21.8M -$376K -2,194 -2%
FWI
1454
Facet Wealth Inc
Maryland
$21.8M -$744K -4,096 -3%
BSC
1455
Brown Shipley & Co
United Kingdom
$21.7M +$21.7M +127,902 New
CFGS
1456
Concourse Financial Group Securities
Alabama
$21.7M +$1.01M +6,615 +5%
PL
1457
Parthenon LLC
Kentucky
$21.7M -$185K -1,076 -0.8%
TWM
1458
Tradition Wealth Management
Minnesota
$21.7M +$298K +1,739 +1%
CCMT
1459
CMT Capital Markets Trading
Germany
$21.7M +$21.4M +124,884 +6,750%
RWM
1460
Rockline Wealth Management
New York
$21.7M +$895K +5,218 +4%
WAS
1461
Winch Advisory Services
Wisconsin
$21.7M -$267K -1,557 -1%
TPI
1462
Trust Point Inc
Wisconsin
$21.7M +$2M +11,676 +10%
CWA
1463
Clarity Wealth Advisors
California
$21.7M +$106K +616 +0.5%
MSFS
1464
Main Street Financial Solutions
Pennsylvania
$21.6M +$370K +2,159 +2%
RCG
1465
Regatta Capital Group
California
$21.6M -$326K -1,899 -1%
SWC
1466
Spectrum Wealth Counsel
Indiana
$21.5M -$771K -4,494 -3%
WAM
1467
Wallington Asset Management
Indiana
$21.5M -$165K -965 -0.8%
TNBTD
1468
Trustmark National Bank Trust Department
Mississippi
$21.5M -$1.07M -6,219 -5%
WA
1469
Wealth Architects
California
$21.5M -$465K -2,709 -2%
MCC
1470
Money Concepts Capital
Florida
$21.4M -$42.7K -249 -0.2%
ESB
1471
Essex Savings Bank
Connecticut
$21.4M
IFWM
1472
Institute for Wealth Management
Colorado
$21.4M +$385K +2,246 +2%
CA
1473
Cornerstone Advisory
Maryland
$21.4M -$115K -669 -0.5%
CI
1474
Conning Inc
Connecticut
$21.3M +$429K +2,499 +2%
CNBTD
1475
Citizens National Bank Trust Department
Mississippi
$21.3M -$249K -1,451 -1%