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 %
EWM
1701
EPG Wealth Management
Georgia
$16.5M -$12.3K -72 -0.1%
PWS
1702
Peterson Wealth Services
Utah
$16.5M +$289K +1,688 +2%
PS
1703
Portfolio Strategies
New York
$16.5M +$14.3M +83,429 +653%
HA
1704
Herold Advisors
New York
$16.5M +$668K +3,897 +4%
WAS
1705
WESPAC Advisors SoCal
California
$16.5M -$1.59M -9,289 -9%
SW
1706
SkyOak Wealth
Michigan
$16.5M -$112K -654 -0.7%
GM
1707
GeoWealth Management
Illinois
$16.5M +$5.36M +31,243 +48%
ZB
1708
Zions Bancorporation
Utah
$16.5M -$552K -3,218 -3%
BFA
1709
Bill Few Associates
Pennsylvania
$16.5M -$45.1K -263 -0.3%
FSC
1710
Full Sail Capital
Oklahoma
$16.5M -$24.2K -141 -0.1%
GD
1711
Grandfield & Dodd
New York
$16.4M -$193K -1,128 -1%
HIC
1712
Hartline Investment Corp
Illinois
$16.4M -$31.7M -185,071 -66%
BCA
1713
Bay Colony Advisors
Massachusetts
$16.4M -$673K -3,922 -4%
CCT
1714
Capital City Trust
Florida
$16.4M -$481K -2,805 -3%
DDC
1715
DF Dent & Co
Maryland
$16.4M +$486K +2,837 +3%
FDS
1716
First Dallas Securities
Texas
$16.3M -$1.06M -6,201 -6%
SCM
1717
Stonebridge Capital Management
California
$16.3M -$153K -895 -0.9%
CHA
1718
Carmichael Hill & Associates
Maryland
$16.3M -$202K -1,177 -1%
AIM
1719
Avanda Investment Management
Singapore
$16.2M -$16.2M -94,572 -50%
OIA
1720
Optimum Investment Advisors
Illinois
$16.2M -$388K -2,263 -2%
WKWM
1721
Walter & Keenan Wealth Management
Indiana
$16.2M +$107K +624 +0.7%
SCM
1722
Sterneck Capital Management
Missouri
$16.2M +$200K +1,168 +1%
IP
1723
Isthmus Partners
Wisconsin
$16.2M +$2.03M +11,830 +14%
LG
1724
Leuthold Group
Minnesota
$16.2M -$34.5K -201 -0.2%
Twin Tree Management
1725
Twin Tree Management
Texas
$16.2M +$16.2M +94,318 New