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 %
ILI
2376
Invesco LLC (Illinois)
Illinois
$9.17M +$162K +947 +2%
CIAS
2377
CFS Investment Advisory Services
New Jersey
$9.17M +$311K +1,813 +4%
SFC
2378
Strategic Financial Concepts
Texas
$9.16M +$5.8M +33,811 +172%
NL
2379
NKCFO LLC
Illinois
$9.14M
NLP
2380
Next Level Private
New York
$9.14M +$419K +2,445 +5%
6F
2381
626 Financial
Michigan
$9.13M +$201K +1,172 +2%
JA
2382
JVL Associates
Michigan
$9.11M -$54.9K -320 -0.6%
TIA
2383
Trust Investment Advisors
Indiana
$9.09M -$348K -2,027 -4%
BZWA
2384
Blue Zone Wealth Advisors
California
$9.09M -$15.9K -93 -0.2%
OL
2385
Owen LaRue
Kentucky
$9.08M -$832K -4,849 -8%
EAMA
2386
EFG Asset Management (Americas)
Florida
$9.07M -$4.21M -24,535 -32%
MSFP
2387
Mark Sheptoff Financial Planning
Connecticut
$9.06M -$136K -791 -1%
FA
2388
Faithward Advisors
Pennsylvania
$9.06M +$2.6M +15,168 +40%
SFS
2389
Stiles Financial Services
Minnesota
$9.05M -$153K -895 -2%
SWM
2390
Scissortail Wealth Management
Oklahoma
$9.05M -$14.2M -83,051 -61%
RPA
2391
Rock Point Advisors
Vermont
$9.04M -$302K -1,761 -3%
HIM
2392
Harbour Investment Management
Washington
$9.02M -$68.2K -398 -0.8%
WPC
2393
White Pine Capital
Minnesota
$9.02M +$168K +984 +2%
EFG
2394
Ethos Financial Group
Pennsylvania
$9.02M +$261K +1,512 +3%
PVM
2395
Palogic Value Management
Texas
$9.01M -$58.6K -342 -0.6%
TFM
2396
TFC Financial Management
Massachusetts
$9.01M +$105K +612 +1%
AG
2397
Advocate Group
Minnesota
$8.99M -$731K -4,261 -8%
FCT
2398
Family Capital Trust
Massachusetts
$8.99M -$124K -724 -1%
MIM
2399
MTM Investment Management
South Carolina
$8.97M -$195K -1,137 -2%
PFS
2400
Prospect Financial Services
New York
$8.96M +$278K +1,621 +3%