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 %
FAG
2251
Fortitude Advisory Group
Washington
$10.2M -$1.74M -10,132 -14%
CMP
2252
Coston McIsaac & Partners
Maine
$10.2M -$11.7K -68 -0.1%
WP
2253
WealthShield Partners
North Carolina
$10.2M +$715K +4,169 +8%
SC
2254
Savoie Capital
Illinois
$10.2M +$1.77M +10,296 +21%
BI
2255
Ballast Inc
Kentucky
$10.2M +$110K +644 +1%
NCM
2256
Northside Capital Management
Oregon
$10.2M
IPAM
2257
ICICI Prudential Asset Management
India
$10.2M +$186K +1,083 +2%
TAM
2258
Titleist Asset Management
Texas
$10.2M +$183K +1,066 +2%
VCWA
2259
Vanguard Capital Wealth Advisors
Colorado
$10.2M -$165K -963 -2%
CTFG
2260
Capstone Triton Financial Group
Oklahoma
$10.2M -$841K -4,906 -8%
IWA
2261
Inspirion Wealth Advisors
Illinois
$10.2M +$82.7K +482 +0.8%
WFAG
2262
Wescott Financial Advisory Group
Pennsylvania
$10.2M -$3.38M -19,734 -25%
WPWM
2263
Western Pacific Wealth Management
Illinois
$10.2M -$115K -673 -1%
EW
2264
Evexia Wealth
Wisconsin
$10.1M +$150K +848 +1%
IAS
2265
Investment Advisory Services
Texas
$10.1M -$27.3K -159 -0.3%
CW
2266
Channel Wealth
California
$10.1M +$204K +1,187 +2%
MCM
2267
Marathon Capital Management
Maryland
$10.1M +$61.9K +361 +0.6%
CPA
2268
Capital Performance Advisors
California
$10.1M -$159K -926 -2%
BRM
2269
Boston Research & Management
Massachusetts
$10.1M +$61.7K +360 +0.6%
WIA
2270
World Investment Advisors
California
$10.1M -$8.4M -34,642 -45%
WCM
2271
WealthBridge Capital Management
Ohio
$10.1M -$246K -1,436 -2%
BEC
2272
Blue Edge Capital
Virginia
$10.1M -$981K -5,732 -9%
LTI
2273
Laffer Tengler Investments
Tennessee
$10M +$3.08M +17,974 +44%
OPTFSNA
2274
Old Point Trust & Financial Services N A
Virginia
$10M -$23.2K -135 -0.2%
KLCM
2275
KG&L Capital Management
Louisiana
$10M -$1.87M -10,881 -16%