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 %
FSA
2351
Financial Security Advisor
Virginia
$9.37M -$119K -693 -1%
OCM
2352
Orleans Capital Management
Louisiana
$9.37M -$1.49M -8,670 -14%
BIMC
2353
Benson Investment Management Company
Virginia
$9.37M +$161K +936 +2%
CWM
2354
Concentric Wealth Management
California
$9.36M +$1.03M +6,034 +12%
BE
2355
Bonness Enterprises
District of Columbia
$9.34M
DG
2356
DMC Group
Alabama
$9.33M +$251K +1,462 +3%
SFG
2357
Sovereign Financial Group
Connecticut
$9.33M +$656K +3,825 +8%
MA
2358
Menlo Advisors
California
$9.33M -$85.7K -500 -0.9%
PGWM
2359
Parisi Gray Wealth Management
New Jersey
$9.32M -$27.8K -162 -0.3%
HFA
2360
High Falls Advisors
New York
$9.31M -$251K -1,461 -3%
SFI
2361
SPC Financial Inc
Maryland
$9.31M -$353K -2,059 -4%
RBFC
2362
Roman Butler Fullerton & Co
Missouri
$9.3M -$262K -1,578 -3%
CBT
2363
CoreFirst Bank & Trust
Kansas
$9.29M -$250K -1,459 -3%
CG
2364
Clarus Group
Texas
$9.26M +$91.2K +532 +1%
PGAM
2365
Princeton Global Asset Management
New Jersey
$9.26M -$829K -4,836 -8%
OCM
2366
Orion Capital Management
California
$9.25M -$2.07M -12,084 -18%
MIM
2367
Merrion Investment Management
New Jersey
$9.25M -$199K -1,160 -2%
ERIM
2368
Eagle Ridge Investment Management
Connecticut
$9.25M -$13.4K -78 -0.1%
TSS
2369
Thomas Story & Son
Indiana
$9.23M -$3.43K -20 -0%
DWM
2370
Darwin Wealth Management
Florida
$9.23M -$160K -933 -2%
XWM
2371
Xcel Wealth Management
Florida
$9.21M -$55.9K -326 -0.6%
MIM
2372
Montgomery Investment Management
Maryland
$9.21M -$1.82M -10,623 -17%
MAM
2373
McLean Asset Management
Virginia
$9.21M -$77.9K -459 -0.8%
RW
2374
REDW Wealth
New Mexico
$9.2M -$284K -1,658 -3%
BMM
2375
Buffington Mohr McNeal
Idaho
$9.2M +$661K +3,855 +8%