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 %
FIM
2101
Freedom Investment Management
Connecticut
$11.5M -$90K -525 -0.8%
NFA
2102
Northwest Financial Advisors
Virginia
$11.5M -$1.27M -7,382 -10%
HCA
2103
Harbour Capital Advisors
Virginia
$11.5M -$622K -3,684 -5%
HTI
2104
Hikari Tsushin Inc
Japan
$11.5M -$994K -5,796 -8%
BWIA
2105
Bryant Woods Investment Advisors
New York
$11.5M +$132K +772 +1%
MCM
2106
Monarch Capital Management
Indiana
$11.5M -$5.32K -31 -0%
HWAM
2107
Hennion & Walsh Asset Management
New Jersey
$11.5M -$177K -1,030 -2%
FDP
2108
Financiere des Professionnels
Quebec, Canada
$11.5M
AC
2109
Apella Capital
Connecticut
$11.5M -$172K -1,016 -1%
HWM
2110
Horizon Wealth Management
Illinois
$11.4M -$14.1K -82 -0.1%
IB
2111
Iyo Bank
Japan
$11.4M
KFS
2112
Kaizen Financial Strategies
California
$11.4M +$52.3K +305 +0.5%
MAWA
2113
Moss Adams Wealth Advisors
Washington
$11.4M +$2.86M +16,684 +33%
MC
2114
Miramar Capital
Illinois
$11.4M -$6.14M -33,648 -35%
FMLI
2115
Fukoku Mutual Life Insurance
Japan
$11.4M -$1.38M -8,064 -11%
CAM
2116
Clark Asset Management
New Hampshire
$11.4M -$513K -2,990 -4%
MTWM
2117
Masso Torrence Wealth Management
New Jersey
$11.4M -$831K -4,848 -7%
JWM
2118
Jupiter Wealth Management
Colorado
$11.4M -$455K -2,490 -4%
3IP
2119
3Chopt Investment Partners
Virginia
$11.4M +$1.54M +8,985 +16%
SAG
2120
Spotlight Asset Group
Illinois
$11.4M +$39.4K +230 +0.3%
RWA
2121
Roberts Wealth Advisors
California
$11.3M -$67.7K -392 -0.6%
MWP
2122
MYCIO Wealth Partners
Pennsylvania
$11.3M -$6.52K -38 -0.1%
CIA
2123
Cladis Investment Advisory
Montana
$11.3M -$76.3K -445 -0.7%
IDA
2124
Intelligence Driven Advisers
California
$11.3M -$308K -1,796 -3%
WAM
2125
Wolverine Asset Management
Illinois
$11.3M +$10.6M +61,542 +1,468%