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 %
RIM
1626
Redwood Investment Management
Arizona
$18M +$6.08M +35,444 +51%
LNWTC
1627
Laird Norton Wetherby Trust Company
Washington
$17.9M -$120K -698 -0.7%
PCG
1628
PFC Capital Group
California
$17.9M +$36.5K +213 +0.2%
HIP
1629
Harrell Investment Partners
Texas
$17.9M -$242K -1,414 -1%
MGWM
1630
Marks Group Wealth Management
Minnesota
$17.9M +$289K +1,683 +2%
GWMR
1631
GC Wealth Management RIA
Massachusetts
$17.8M +$5.39M +31,409 +43%
RWP
1632
Ridgecrest Wealth Partners
California
$17.8M +$1.02M +5,930 +6%
MWA
1633
Meridian Wealth Advisors
Texas
$17.8M +$39.3K +229 +0.2%
CGA
1634
Crescent Grove Advisors
Illinois
$17.8M -$311K -1,812 -2%
GA
1635
GSG Advisors
New Jersey
$17.8M -$202K -1,190 -1%
KFI
1636
Key Financial Inc
Pennsylvania
$17.7M -$279K -1,627 -2%
WPW
1637
Warther Private Wealth
Ohio
$17.7M -$375K -2,189 -2%
JEST
1638
JTC Employer Solutions Trustee
Jersey
$17.7M -$3.47K -20 -0%
BRA
1639
Biechele Royce Advisors
Indiana
$17.7M -$1.88M -10,980 -10%
CBT
1640
Central Bank & Trust
Kentucky
$17.7M -$34.1K -199 -0.2%
PCP
1641
Proficio Capital Partners
Massachusetts
$17.7M +$150K +877 +0.9%
IA
1642
Insight Advisors
Pennsylvania
$17.7M -$327K -1,906 -2%
ACM
1643
Accent Capital Management
Ohio
$17.6M +$332K +1,934 +2%
AFAS
1644
Acorn Financial Advisory Services
Virginia
$17.6M -$3M -17,512 -15%
BWP
1645
BSW Wealth Partners
Colorado
$17.6M +$560K +3,265 +3%
MA
1646
MSA Advisors
California
$17.6M -$4.72M -27,531 -21%
PL
1647
Perpetual Ltd
Australia
$17.6M +$7.84M +45,701 +80%
LCS
1648
Levin Capital Strategies
New York
$17.5M -$3.71M -21,647 -18%
RCA
1649
Riverview Capital Advisers
Massachusetts
$17.4M -$1.5M -8,729 -8%
VW
1650
Vantage Wealth
California
$17.4M +$1.58M +9,230 +10%