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 %
ST
1826
Sabal Trust
Florida
$14.8M -$781K -4,552 -5%
AW
1827
Atlas Wealth
Ohio
$14.8M -$130K -758 -0.9%
PCS
1828
Personal CFO Solutions
New Jersey
$14.8M +$36K +210 +0.2%
CI
1829
Carroll Investors
South Carolina
$14.8M -$270K -1,572 -2%
IRAG
1830
Investment Research & Advisory Group
Georgia
$14.8M +$118K +690 +0.8%
SIC
1831
SFE Investment Counsel
California
$14.7M +$323K +1,886 +2%
CYG
1832
Clean Yield Group
Vermont
$14.7M -$152K -889 -1%
DI
1833
Diligent Investors
California
$14.7M +$456K +2,662 +3%
AFP
1834
Ausdal Financial Partners
Iowa
$14.7M -$242K -1,412 -2%
BONH
1835
Bank of New Hampshire
New Hampshire
$14.7M -$535K -3,119 -4%
MA
1836
Mezzasalma Advisors
New Jersey
$14.6M -$96.9K -565 -0.7%
CFP
1837
Catalyst Financial Partners
Massachusetts
$14.6M +$175K +1,043 +1%
ACG
1838
Allen Capital Group
Nebraska
$14.6M +$144K +837 +1%
MW
1839
Marcum Wealth
Ohio
$14.6M -$1.49M -8,718 -9%
GI
1840
GAMMA Investing
California
$14.6M +$1.32M +7,710 +10%
FFG
1841
Frisch Financial Group
New York
$14.6M -$2.26M -13,159 -13%
VPP
1842
Vertex Planning Partners
Illinois
$14.5M -$757K -4,416 -5%
TLCM
1843
Twin Lakes Capital Management
California
$14.5M -$1.56M -9,110 -10%
FCMC
1844
Founders Capital Management (Connecticut)
Connecticut
$14.5M -$39.3K -229 -0.3%
SIM
1845
Sentry Investment Management
Wisconsin
$14.5M -$122K -710 -0.8%
CL
1846
CIM LLC
New York
$14.5M -$4.18M -24,350 -22%
PG
1847
Patten Group
Tennessee
$14.4M -$998K -5,819 -6%
ACM
1848
AlphaStar Capital Management
North Carolina
$14.4M +$3.6M +21,002 +33%
AWM
1849
Accurate Wealth Management
Florida
$14.4M +$337K +2,041 +2%
CIG
1850
Consolidated Investment Group
Colorado
$14.4M