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 %
SS
1576
Sunbelt Securities
Texas
$19M +$2.93M +17,108 +18%
FC
1577
Fulcrum Capital
Washington
$19M +$362K +2,111 +2%
MWM
1578
Marietta Wealth Management
Georgia
$19M -$21.3K -124 -0.1%
M
1579
MOTCO
Texas
$19M +$154K +897 +0.8%
KA
1580
Kozak & Associates
Colorado
$18.9M +$1.19M +6,254 +7%
S
1581
SimplyRich
California
$18.9M -$56.2K -328 -0.3%
RPWA
1582
Regent Peak Wealth Advisors
Georgia
$18.9M -$136K -793 -0.7%
FTC
1583
Farmers Trust Company
Ohio
$18.9M +$18.5K +108 +0.1%
RDWM
1584
Red Door Wealth Management
Tennessee
$18.8M +$200K +1,165 +1%
CWM
1585
Connecticut Wealth Management
Connecticut
$18.8M -$62.4K -364 -0.3%
PNAA
1586
Pictet North America Advisors
Switzerland
$18.8M +$190K +1,106 +1%
SAF
1587
Smith Anglin Financial
Texas
$18.8M -$57.1K -333 -0.3%
9WM
1588
9258 Wealth Management
Ohio
$18.8M -$527K -3,076 -3%
GS
1589
GTS Securities
New York
$18.8M -$28.8M -167,894 -61%
SPG
1590
Strategic Planning Group
Utah
$18.8M +$1.6M +17,859 +9%
AM
1591
Atwater Malick
Pennsylvania
$18.8M +$341K +1,987 +2%
FWM
1592
Focused Wealth Management
New York
$18.7M +$485K +2,827 +3%
ADL
1593
Asset Dedication LLC
California
$18.7M +$183K +1,068 +1%
CWM
1594
CMH Wealth Management
New Hampshire
$18.7M -$1.05M -6,147 -5%
CI
1595
Capital International
California
$18.6M +$5.96M +34,744 +47%
MIM
1596
Martin Investment Management
Florida
$18.6M -$165K -964 -0.9%
PWM
1597
Paulson Wealth Management
Illinois
$18.6M +$69.6K +406 +0.4%
EI
1598
Ellevest Inc
New York
$18.5M +$744K +4,338 +4%
MWAM
1599
Manhattan West Asset Management
California
$18.5M +$2.2M +12,855 +13%
DLCIG
1600
D.L. Carlson Investment Group
New Hampshire
$18.5M -$2.33M -13,571 -11%