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 %
HWP
2176
Highline Wealth Partners
California
$10.9M +$503K +2,932 +5%
DCM
2177
Dudley Capital Management
Virginia
$10.9M -$160K -940 -1%
AC
2178
AlphaCore Capital
California
$10.8M -$648K -3,776 -6%
DIM
2179
Delta Investment Management
California
$10.8M -$438K -2,552 -4%
PCM
2180
Poehling Capital Management
Wisconsin
$10.8M +$35.2K +205 +0.3%
BO
2181
Bank OZK
Arkansas
$10.8M -$203K -1,185 -2%
MWA
2182
Midland Wealth Advisors
Illinois
$10.8M +$2.32M +13,546 +27%
SC
2183
Stolper & Co
Oklahoma
$10.8M -$816K -4,761 -7%
GWM
2184
Graybill Wealth Management
Illinois
$10.8M -$91.7K -535 -0.8%
KFA
2185
Kelleher Financial Advisors
New York
$10.8M -$412K -2,405 -4%
ACS
2186
Archford Capital Strategies
Illinois
$10.8M +$292K +1,703 +3%
CBA
2187
Coastal Bridge Advisors
Connecticut
$10.8M -$649K -3,787 -6%
PP
2188
Pacifica Partners
Canada
$10.8M +$835K +4,894 +8%
BKA
2189
Brick & Kyle Associates
Pennsylvania
$10.8M +$987K +5,896 +10%
MC
2190
Muhlenkamp & Co
Pennsylvania
$10.7M +$372K +2,170 +4%
NA
2191
Navellier & Associates
Nevada
$10.7M -$154K -896 -1%
EIM
2192
Essex Investment Management
Massachusetts
$10.7M -$1.07M -6,226 -9%
HNWAG
2193
High Net Worth Advisory Group
Florida
$10.7M +$274K +1,596 +3%
CFA
2194
CWS Financial Advisors
Michigan
$10.7M -$612K -3,570 -5%
ATFA
2195
All Terrain Financial Advisors
Minnesota
$10.7M +$86.8K +506 +0.8%
1C
2196
1623 Capital
Virginia
$10.7M +$103K +600 +1%
UB
2197
Umpqua Bank
Oregon
$10.7M +$10.7M +62,295 New
WAM
2198
WNY Asset Management
New York
$10.7M -$395K -2,302 -4%
NFSG
2199
Newbridge Financial Services Group
Florida
$10.7M -$4.18M -24,391 -28%
Loomis, Sayles & Company
2200
Loomis, Sayles & Company
Massachusetts
$10.6M +$741K +4,319 +7%