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 %
FPCP
1901
Fort Point Capital Partners
California
$13.7M -$220K -1,281 -2%
FZCM
1902
Flynn Zito Capital Management
New York
$13.7M +$2.84M +16,590 +26%
HCM
1903
Hodges Capital Management
Texas
$13.7M -$2.64M -15,400 -16%
SAM
1904
Smartleaf Asset Management
Massachusetts
$13.7M +$3.86M +22,289 +39%
BFPW
1905
BOK Financial Private Wealth
Colorado
$13.7M -$122K -710 -0.9%
PS
1906
Pensionfund Sabic
Netherlands
$13.7M -$772K -4,500 -5%
RZH
1907
Relyea Zuckerberg Hanson
Connecticut
$13.7M +$153K +891 +1%
NB
1908
Northwest Bancshares
Pennsylvania
$13.7M +$578K +3,370 +4%
COCM
1909
Charter Oak Capital Management
New Hampshire
$13.7M +$1.83M +10,643 +15%
LCAM
1910
London & Capital Asset Management
United Kingdom
$13.7M -$931K -5,430 -6%
BOSSRA
1911
B.O.S.S. Retirement Advisors
Utah
$13.7M -$2.47M -12,853 -15%
PDL
1912
Portfolio Design Labs
California
$13.6M +$1.57M +9,134 +13%
NF
1913
Nikulski Financial
Iowa
$13.6M +$186K +1,085 +1%
RGC
1914
Roberts, Glore & Co
Illinois
$13.6M -$271K -1,580 -2%
FWM
1915
Fairhaven Wealth Management
Illinois
$13.6M +$2.07M +12,097 +18%
OCM
1916
Once Capital Management
New York
$13.6M +$2.74M +16,000 +25%
AGM
1917
Aragon Global Management
Florida
$13.6M
MCM
1918
MV Capital Management
Maryland
$13.6M -$999K -5,825 -7%
SHFA
1919
SS&H Financial Advisors
Michigan
$13.5M +$8.57K +50 +0.1%
WFG
1920
Wills Financial Group
Virginia
$13.5M +$23K +134 +0.2%
KWM
1921
Koa Wealth Management
California
$13.5M +$54.9K +320 +0.4%
AOWM
1922
Alpha Omega Wealth Management
Virginia
$13.5M -$380K -2,214 -3%
APWM
1923
Argonautica Private Wealth Management
Massachusetts
$13.5M +$1.43M +8,335 +12%
MPW
1924
Monterey Private Wealth
California
$13.4M +$1.72K +10 +0%
IEFM
1925
IQ EQ Fund Management
Ireland
$13.4M -$597K -3,480 -4%