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 %
IFAM
2451
Institutional & Family Asset Management
Colorado
$8.53M +$7.2K +42 +0.1%
JSL
2452
JT Stratford LLC
Georgia
$8.53M +$268K +1,561 +3%
SMWM
2453
Silvia McColl Wealth Management
California
$8.52M -$19.3K -115 -0.2%
AT
2454
Arden Trust
Delaware
$8.52M -$384K -2,241 -4%
STAS
2455
Strong Tower Advisory Services
Minnesota
$8.5M +$189K +1,110 +2%
CC
2456
Cornerstone Capital
California
$8.5M -$347K -2,025 -4%
NIA
2457
NIA Impact Advisors
California
$8.5M +$8.5M +49,567 New
SWM
2458
Silverlake Wealth Management
Vermont
$8.5M -$756K -4,411 -8%
SFS
2459
Searcy Financial Services
Kansas
$8.49M +$213K +1,241 +3%
MA
2460
Modus Advisors
Minnesota
$8.49M -$344K -2,008 -4%
LFA
2461
Laraway Financial Advisors
Minnesota
$8.47M -$123K -717 -1%
I
2462
INVST
Indiana
$8.47M +$68.7K +404 +0.8%
CCA
2463
Clearwater Capital Advisors
Illinois
$8.47M +$77.9K +454 +0.9%
DIP
2464
DT Investment Partners
Pennsylvania
$8.46M +$2.11M +12,318 +33%
APWA
2465
Atlas Private Wealth Advisors
New Jersey
$8.45M -$9.38M -54,675 -53%
GMFG
2466
Greater Midwest Financial Group
Minnesota
$8.45M -$708K -4,131 -8%
W
2467
Wealthquest
Ohio
$8.45M -$302K -1,760 -3%
SIM
2468
Seaview Investment Managers
Florida
$8.45M +$266K +1,552 +3%
AWM
2469
Atticus Wealth Management
Florida
$8.45M -$715K -4,167 -8%
BFWM
2470
Bright Futures Wealth Management
New York
$8.43M +$8.43M +39,368 New
WAOTB
2471
Wealth Advisors of Tampa Bay
Florida
$8.42M -$309K -1,804 -4%
CTC
2472
Cetera Trust Company
Minnesota
$8.41M -$206K -1,200 -2%
UAG
2473
United Advisor Group
Ohio
$8.39M +$8.39M +48,907 New
HCM
2474
Highview Capital Management
Illinois
$8.37M +$275K +1,605 +3%
PWM
2475
Purus Wealth Management
California
$8.37M -$31K -181 -0.4%