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 %
QCIG
2051
Quad-Cities Investment Group
Iowa
$12M -$750K -4,371 -6%
VC
2052
Vicus Capital
Pennsylvania
$12M +$396K +2,312 +3%
KWS
2053
Keystone Wealth Services
California
$12M -$1.02M -5,947 -8%
SDAM
2054
Shulman DeMeo Asset Management
New York
$12M +$33.6K +196 +0.3%
GFPC
2055
Global Financial Private Client
Florida
$12M +$122K +717 +1%
ES
2056
Eagle Strategies
New York
$12M +$5.15M +30,057 +75%
SGI
2057
Summit Global Investments
Utah
$12M +$679K +3,958 +6%
ISWM
2058
Independent Solutions Wealth Management
New York
$12M +$147K +857 +1%
LWMM
2059
Legacy Wealth Management (Mississippi)
Mississippi
$12M -$108K -630 -0.9%
WG
2060
Wealth Group
North Carolina
$12M +$12M +69,764 New
BB
2061
Burford Brothers
Texas
$12M +$59.8K +349 +0.5%
CPC
2062
Consolidated Planning Corp
Georgia
$11.9M +$44.4K +259 +0.4%
SEEDPG
2063
S.E.E.D. Planning Group
New York
$11.9M -$3.65M -21,284 -23%
HI
2064
Harrington Investments
California
$11.9M -$32.4K -189 -0.3%
BWG
2065
Balanced Wealth Group
Ohio
$11.9M +$159K +861 +1%
HHAA
2066
Henry H. Armstrong Associates
Pennsylvania
$11.9M -$66.2K -386 -0.6%
LWM
2067
LJI Wealth Management
Indiana
$11.9M -$14.1K -82 -0.1%
HAM
2068
Harmony Asset Management
Arizona
$11.9M -$997K -5,813 -8%
IWA
2069
IVC Wealth Advisors
Pennsylvania
$11.9M -$263K -1,531 -2%
FMI
2070
F/M Investments
District of Columbia
$11.8M -$87.6K -512 -0.7%
LWM
2071
LongView Wealth Management
Georgia
$11.8M -$443K -2,585 -4%
GEA
2072
Glen Eagle Advisors
New Jersey
$11.8M -$1.23M -7,184 -9%
WIS
2073
Wright Investors Service
Connecticut
$11.8M -$3.93M -22,934 -25%
CAM
2074
Councilmark Asset Management
Tennessee
$11.8M +$11.8M +68,674 New
MF
2075
Manchester Financial
California
$11.8M -$653K -3,806 -5%