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 %
LIA
2426
LBMC Investment Advisors
Tennessee
$8.74M +$144K +837 +2%
PW
2427
Peninsula Wealth
California
$8.74M -$1.6M -9,324 -15%
BWM
2428
BigSur Wealth Management
Florida
$8.74M +$3.66M +21,350 +72%
LGA
2429
Lebenthal Global Advisors
New York
$8.74M -$711K -4,149 -8%
WIC
2430
WealthBridge Investment Counsel
Alberta, Canada
$8.74M -$194K -1,130 -2%
WLPWM
2431
Walled Lake Planning & Wealth Management
Illinois
$8.73M +$268K +1,561 +3%
SWMP
2432
Signature Wealth Management Partners
New Jersey
$8.72M -$354K -2,067 -4%
LL
2433
LWMG LLC
Minnesota
$8.71M -$822K -4,796 -9%
MWA
2434
MFA Wealth Advisors
Pennsylvania
$8.71M +$198K +1,152 +2%
CPSC
2435
Carl P. Sherr & Co
Massachusetts
$8.7M -$180K -1,049 -2%
AC
2436
Allstate Corporation
Illinois
$8.7M -$320K -1,865 -4%
GTAM
2437
Global Trust Asset Management
Florida
$8.68M -$933K -5,443 -10%
RW
2438
Rede Wealth
Virginia
$8.66M +$2.4K +14 +0%
MSCM
2439
McElhenny Sheffield Capital Management
Texas
$8.65M -$12.3K -71 -0.1%
VBCG
2440
Valley Brook Capital Group
Pennsylvania
$8.64M -$444K -2,587 -5%
BHA
2441
Beech Hill Advisors
New York
$8.63M -$231K -1,347 -3%
BB
2442
Bell Bank
North Dakota
$8.63M +$2.13M +12,423 +33%
MIC
2443
Meridian Investment Counsel
California
$8.63M -$194K -1,131 -2%
CB
2444
CNB Bank
Pennsylvania
$8.61M +$18.7K +109 +0.2%
CWM
2445
Chesapeake Wealth Management
Virginia
$8.61M -$111K -650 -1%
FC
2446
Financial Council
Maryland
$8.58M +$247K +1,440 +3%
WCA
2447
Waypoint Capital Advisors
Minnesota
$8.56M -$39.6K -231 -0.5%
MAM
2448
Mystic Asset Management
Rhode Island
$8.56M +$140K +819 +2%
KCFA
2449
Key Client Fiduciary Advisors
New Jersey
$8.55M +$495K +2,886 +6%
SCA
2450
Stokes Capital Advisors
South Carolina
$8.53M +$325K +1,896 +4%