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 %
HCM
1601
Harvey Capital Management
Florida
$18.5M -$2.95M -17,204 -14%
VBFG
1602
Vishria Bird Financial Group
Tennessee
$18.4M +$374K +2,182 +2%
WSC
1603
Wellington Shields & Co
New York
$18.4M +$67.6K +394 +0.4%
AAG
1604
Armstrong Advisory Group
Massachusetts
$18.4M
1WA
1605
180 Wealth Advisors
Washington
$18.4M +$309K +1,803 +2%
TPCW
1606
TD Private Client Wealth
New York
$18.4M -$1.43M -8,307 -7%
CBFP
1607
Cedar Brook Financial Partners
Ohio
$18.4M -$269K -1,570 -1%
AWM
1608
Angeles Wealth Management
California
$18.4M +$1.48M +8,602 +9%
BFA
1609
Benedict Financial Advisors
Georgia
$18.3M -$213K -1,243 -1%
FM
1610
Freemont Management
Switzerland
$18.3M -$5.66M -33,000 -24%
CPIA
1611
Cornell Pochily Investment Advisors
New York
$18.3M -$218K -1,272 -1%
LWM
1612
Liberty Wealth Management
California
$18.3M +$697K +4,065 +4%
LJAC
1613
L.J. Altfest & Co
New York
$18.2M -$30.4K -177 -0.2%
MSS
1614
Mitchell Sinkler & Starr
Pennsylvania
$18.2M -$2.84M -16,547 -13%
BL
1615
BFSG LLC
California
$18.2M +$163K +953 +0.9%
NL
1616
Navalign LLC
California
$18.2M -$50.1K -292 -0.3%
SWP
1617
Strategic Wealth Partners
Ohio
$18.2M +$1.57M +9,133 +9%
FI
1618
Financial Insights
Washington
$18.1M -$399K -2,326 -2%
TCM
1619
Tufton Capital Management
Maryland
$18.1M -$116K -677 -0.6%
RRCM
1620
Rappaport Reiches Capital Management
Illinois
$18.1M +$1.12M +6,543 +7%
CJL
1621
Cyrus J. Lawrence
New York
$18.1M +$18.1M +105,498 New
FPGK
1622
Financial Partners Group (Kansas)
Kansas
$18.1M -$164K -954 -0.9%
CFD
1623
Creative Financial Designs
Indiana
$18.1M +$1.05M +6,116 +6%
TI
1624
TTP Investments
California
$18M -$1.82M -10,604 -9%
JWM
1625
Jessup Wealth Management
Ohio
$18M -$1.19M -6,926 -6%