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 %
PA
2401
Planning Alternatives
Michigan
$8.95M +$3.6K +21 +0%
CPW
2402
Cove Private Wealth
New York
$8.92M +$1.72K +10 +0%
HAS
2403
HBW Advisory Services
California
$8.92M
CIM
2404
CIM Investment Management
Pennsylvania
$8.92M
DCM
2405
DGS Capital Management
New Jersey
$8.92M +$1.19M +6,932 +15%
AAMA
2406
Advanced Asset Management Advisors
Ohio
$8.91M -$87.3K -509 -1%
GA
2407
Gateway Advisory
New Jersey
$8.91M +$141K +825 +2%
SWS
2408
SYSTM Wealth Solutions
Illinois
$8.9M -$1.17M -6,822 -12%
CSA
2409
Cottage Street Advisors
Massachusetts
$8.89M +$974K +5,681 +12%
FBFS
2410
First Business Financial Services
Wisconsin
$8.88M -$14.9K -87 -0.2%
MFGM
2411
Marshall Financial Group (Maryland)
Maryland
$8.87M +$89.5K +522 +1%
BCM
2412
Brown Capital Management
Maryland
$8.86M -$159K -925 -2%
OMC
2413
Overbrook Management Corp
New York
$8.86M -$15.2M -88,548 -63%
AWP
2414
Accretive Wealth Partners
New Jersey
$8.86M +$3.43M +18,725 +63%
HBWM
2415
Hollow Brook Wealth Management
New York
$8.86M -$301K -1,756 -3%
SF
2416
Slagle Financial
Illinois
$8.85M -$5.95M -34,697 -40%
VT
2417
Vise Technologies
New York
$8.84M +$814K +4,748 +10%
WAAG
2418
Wealth Alliance Advisory Group
Kansas
$8.84M +$757K +4,413 +9%
HBW
2419
Hazlett, Burt & Watson
West Virginia
$8.84M -$34.3K -200 -0.4%
BLC
2420
Brown, Lisle/Cummings
Rhode Island
$8.83M +$74.9K +437 +0.9%
PAM
2421
Peninsula Asset Management
Florida
$8.82M -$185K -1,078 -2%
UH
2422
Unigestion Holding
Switzerland
$8.8M +$1.3M +7,598 +17%
AF
2423
Affiance Financial
Minnesota
$8.79M +$213K +1,243 +2%
CSC
2424
Caldwell Sutter Capital
California
$8.79M -$999K -5,827 -10%
FA
2425
Fountainhead AM
New Jersey
$8.75M +$485K +2,829 +6%