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 %
JHCP
1926
Jackson Hole Capital Partners
Oklahoma
$13.4M +$690K +4,026 +5%
FAG
1927
Financial Advisory Group
Texas
$13.4M -$34.1K -199 -0.3%
IWA
1928
Icon Wealth Advisors
Texas
$13.4M +$2.96M +17,251 +28%
AWM
1929
Aviso Wealth Management
Washington
$13.4M +$414K +2,412 +3%
AB
1930
Atlas Brown
Kentucky
$13.4M +$474K +2,762 +4%
AGAM
1931
Avalon Global Asset Management
California
$13.4M
CA
1932
Crewe Advisors
Utah
$13.4M +$13.4M +77,899 New
WA
1933
Wambolt & Associates
Colorado
$13.3M -$10.1M -59,603 -43%
RCM
1934
Radnor Capital Management
Pennsylvania
$13.3M -$617K -3,597 -4%
PFGIA
1935
Patriot Financial Group Insurance Agency
Massachusetts
$13.3M +$88.1K +514 +0.7%
MFWP
1936
Mosaic Family Wealth Partners
Missouri
$13.3M -$3.79M -22,093 -22%
CC
1937
Capital Counsel
New York
$13.3M -$87.5K -510 -0.7%
KNW
1938
Kesler Norman & Wride
Utah
$13.3M +$1.35M +7,858 +11%
SIS
1939
Sound Income Strategies
Florida
$13.3M +$390K +2,273 +3%
QWM
1940
Quadcap Wealth Management
Texas
$13.3M -$176K -1,028 -1%
DIM
1941
DLK Investment Management
California
$13.3M +$410K +2,390 +3%
GLR
1942
Great Lakes Retirement
Ohio
$13.2M -$1.75M -10,220 -12%
BWM
1943
Bulltick Wealth Management
Florida
$13.2M +$4.84M +28,209 +58%
PP
1944
Pegasus Partners
Wisconsin
$13.2M -$557K -3,250 -4%
BCG
1945
Breakwater Capital Group
New Jersey
$13.2M -$291K -1,698 -2%
TPA
1946
Trivium Point Advisory
Connecticut
$13.2M +$848K +4,948 +7%
WA
1947
WealthTrust Axiom
Pennsylvania
$13.2M -$993K -5,793 -7%
SCP
1948
Silverleafe Capital Partners
Tennessee
$13.2M -$882K -5,146 -6%
HNW
1949
High Note Wealth
Minnesota
$13.2M +$259K +1,512 +2%
SFS
1950
Strategic Financial Services
New York
$13.2M +$48.2K +281 +0.4%