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 %
WA1
2201
Wimmer Associates 1
California
$10.6M -$5.14K -30 -0%
AAP
2202
Arax Advisory Partners
Colorado
$10.6M -$109K -638 -1%
BRCM
2203
Bright Rock Capital Management
Massachusetts
$10.6M +$2.06M +12,000 +24%
CWAG
2204
Compton Wealth Advisory Group
Virginia
$10.6M +$74.9K +437 +0.7%
TFCP
2205
Twin Focus Capital Partners
Massachusetts
$10.6M +$60K +350 +0.6%
GLAM
2206
Gardner Lewis Asset Management
Pennsylvania
$10.6M -$151K -881 -1%
HFM
2207
Hartford Financial Management
Connecticut
$10.6M +$161K +936 +2%
EIA
2208
Eastover Investment Advisors
North Carolina
$10.6M +$717K +4,182 +7%
CRWM
2209
Castle Rock Wealth Management
California
$10.6M +$965K +5,700 +10%
WC
2210
Waterloo Capital
Texas
$10.6M +$910K +5,309 +9%
TIP
2211
Torray Investment Partners
Maryland
$10.6M -$962K -5,609 -8%
AF
2212
Apollon Financial
South Carolina
$10.6M -$139K -810 -1%
EWM
2213
Evermay Wealth Management
Virginia
$10.6M -$76.5K -446 -0.7%
NG
2214
NWK Group
California
$10.6M +$174K +1,013 +2%
RWA
2215
Redhawk Wealth Advisors
Minnesota
$10.5M -$1.11M -6,444 -9%
SCM
2216
Spring Capital Management
Texas
$10.5M -$359K -2,094 -3%
FMN
2217
Financial Management Network
California
$10.5M -$177K -1,050 -2%
SWM
2218
Sculati Wealth Management
Michigan
$10.5M -$21.4K -125 -0.2%
QFA
2219
Quantum Financial Advisors
California
$10.5M -$85.1K -496 -0.8%
CIC
2220
Chilton Investment Company
Connecticut
$10.5M -$4.35M -25,343 -29%
WCWM
2221
Willow Creek Wealth Management
California
$10.5M -$125K -729 -1%
CWM
2222
Chronos Wealth Management
Florida
$10.5M +$152K +889 +1%
CA
2223
Capital Advantage
California
$10.5M -$360K -1,933 -3%
RWP
2224
Revolve Wealth Partners
New Jersey
$10.5M -$176K -1,029 -2%
DC
2225
DeDora Capital
California
$10.5M -$16.6K -97 -0.2%