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 %
MWM
1851
Modern Wealth Management
Kansas
$14.4M +$5.32M +31,040 +59%
SIA
1852
Strategic Investment Advisors
Michigan
$14.4M +$794K +4,629 +6%
FDCP
1853
Foster Dykema Cabot & Partners
Massachusetts
$14.4M +$188K +1,097 +1%
RW
1854
RVW Wealth
California
$14.4M -$147K -859 -1%
BCM
1855
Blume Capital Management
California
$14.4M -$83K -484 -0.6%
GXJ
1856
Global X Japan
Japan
$14.4M +$12.5M +73,003 +681%
EP
1857
Eudaimonia Partners
Tennessee
$14.3M -$522K -3,043 -4%
BP
1858
Broadleaf Partners
Ohio
$14.3M -$4.9M -28,563 -25%
SIA
1859
SeaBridge Investment Advisors
New Jersey
$14.3M +$41.5K +242 +0.3%
HR
1860
Hardy Reed
Mississippi
$14.3M -$75.5K -440 -0.5%
EML
1861
Eos Management LP
New York
$14.3M -$975K -5,686 -6%
GFG
1862
Greystone Financial Group
Michigan
$14.3M +$1.1M +6,443 +8%
UWM
1863
Udine Wealth Management
Florida
$14.3M -$1.79M -10,453 -11%
UHC
1864
Union Heritage Capital
Michigan
$14.3M +$1.93M +11,238 +16%
HCA
1865
Harbor Capital Advisors
Illinois
$14.3M +$1.15M +6,714 +9%
CFA
1866
Cahill Financial Advisors
Minnesota
$14.3M +$2.28M +13,307 +19%
TCM
1867
Thames Capital Management
New Jersey
$14.2M -$1.13M -6,606 -7%
AIA
1868
Allied Investment Advisors
Montana
$14.2M +$371K +2,166 +3%
IWA
1869
IBEX Wealth Advisors
New Jersey
$14.2M +$14.2M +109,096 +93,244%
LHC
1870
Little House Capital
Massachusetts
$14.2M -$1.63M -9,519 -10%
MCCP
1871
Mission Creek Capital Partners
California
$14.2M +$1.53M +8,905 +12%
SP
1872
Stonebrook Private
Michigan
$14.2M +$858K +5,003 +6%
CCG
1873
Chatham Capital Group
Georgia
$14.1M -$573K -3,343 -4%
NCM
1874
Neumann Capital Management
California
$14.1M -$405K -2,361 -3%
HCA
1875
Horan Capital Advisors
Ohio
$14.1M -$1.31M -7,667 -9%