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 %
BCB
1501
Brian C. Broderick
$20.6M -$428K -2,495 -2%
CPA
1502
Cardiff Park Advisors
California
$20.6M -$375K -2,189 -2%
BWL
1503
Bogart Wealth LLC
Virginia
$20.6M +$2.17M +12,652 +12%
AIM
1504
Arcadia Investment Management
Michigan
$20.6M -$457K -2,666 -2%
RC
1505
RBF Capital
California
$20.6M
BMO
1506
Beck Mack & Oliver
New York
$20.5M -$2.35M -13,689 -10%
NIG
1507
NFJ Investment Group
Texas
$20.5M +$3.04M +17,701 +17%
SFP
1508
Shepherd Financial Partners
Massachusetts
$20.5M +$367K +2,142 +2%
WTFG
1509
Wells Trecaso Financial Group
Ohio
$20.5M -$1.54K -9 -0%
SACTSONJ
1510
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$20.4M
MWA
1511
Monograph Wealth Advisors
California
$20.4M -$2.91M -16,984 -12%
BWP
1512
Barlow Wealth Partners
Kentucky
$20.4M -$120K -682 -0.6%
FC
1513
FORA Capital
Florida
$20.4M +$2.25M +13,123 +12%
OA
1514
Oxbow Advisors
Texas
$20.3M -$3.14M -18,324 -13%
RIA
1515
RPG Investment Advisory
California
$20.2M +$95.2K +555 +0.5%
BHPW
1516
Beverly Hills Private Wealth
California
$20.2M -$1.07M -6,219 -5%
FA
1517
Financial Avengers
California
$20.2M -$335K -1,970 -2%
MFG
1518
Magnus Financial Group
New York
$20.1M +$620K +3,615 +3%
G
1519
GenTrust
Florida
$20.1M +$532K +3,104 +3%
CCP
1520
Clough Capital Partners
Massachusetts
$20.1M +$1.85M +10,800 +10%
MIG
1521
McGuire Investment Group
Rhode Island
$20.1M +$106K +618 +0.5%
RCM
1522
RNC Capital Management
California
$20M -$5.04M -29,390 -20%
ST
1523
Sentinel Trust
Texas
$20M +$343K +2,000 +2%
AFA
1524
Arlington Financial Advisors
California
$20M -$1.41M -8,228 -7%
JPWM
1525
Jamison Private Wealth Management
Georgia
$20M +$116K +679 +0.6%