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 %
MWA
2076
Moser Wealth Advisors
Washington
$11.8M -$358K -2,085 -3%
EBT
2077
Enterprise Bank & Trust
Massachusetts
$11.8M -$1.13M -6,577 -9%
ML
2078
McAdam LLC
Pennsylvania
$11.8M +$549K +3,203 +5%
SSWM
2079
Strait & Sound Wealth Management
California
$11.8M +$593K +3,387 +5%
KCM
2080
KRS Capital Management
Michigan
$11.7M -$150K -877 -1%
NEWAS
2081
N.E.W. Advisory Services
Wisconsin
$11.7M +$125K +728 +1%
GSB
2082
Greenfield Savings Bank
Massachusetts
$11.7M -$93.6K -546 -0.8%
MC
2083
Mathes Company
New York
$11.7M -$304K -1,770 -3%
LAM
2084
Lewis Asset Management
California
$11.7M -$178K -1,037 -1%
CICC
2085
Capital Investment Counsel (Colorado)
Colorado
$11.7M +$5.47M +31,879 +88%
FWM
2086
Finer Wealth Management
Massachusetts
$11.7M +$231K +1,349 +2%
CWA
2087
Consilium Wealth Advisory
Texas
$11.7M +$148K +863 +1%
PC
2088
Pecaut & Co
Iowa
$11.6M -$2.01M -11,693 -15%
KAS
2089
Kemnay Advisory Services
New York
$11.6M +$2.2M +12,818 +23%
HCP
2090
Hexagon Capital Partners
Arkansas
$11.6M -$80.3K -468 -0.7%
GA
2091
Geller Advisors
New York
$11.6M +$3.27M +19,073 +39%
KMWM
2092
Keudell/Morrison Wealth Management
Oregon
$11.6M -$108K -628 -0.9%
CHP
2093
Cable Hill Partners
Oregon
$11.6M
M2MC
2094
Matthew 25 Management Corp
Pennsylvania
$11.6M
IMC Chicago
2095
IMC Chicago
Illinois
$11.6M +$11.6M +67,483 New
AC
2096
AMS Capital
Brazil
$11.6M +$11.6M +66,313 New
CCM
2097
Consolidated Capital Management
California
$11.6M +$35.2K +205 +0.3%
FCA
2098
Fortis Capital Advisors
Kansas
$11.5M +$76K +443 +0.7%
TIA
2099
Tiemann Investment Advisors
California
$11.5M -$238K -1,390 -2%
ITIM
2100
Indiana Trust & Investment Management
Indiana
$11.5M -$182K -1,061 -2%