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 %
TIM
2526
Thompson Investment Management
Wisconsin
$7.91M -$173K -1,007 -2%
DRD
2527
Dennis R. Delaney
$7.9M +$4.29K +25 +0.1%
PPA
2528
Painted Porch Advisors
California
$7.9M +$1.32M +7,692 +20%
CCFM
2529
Clear Creek Financial Management
Washington
$7.88M +$465K +2,712 +6%
PFM
2530
Peak Financial Management
Massachusetts
$7.87M -$945K -5,513 -11%
IAG
2531
Investmark Advisory Group
Connecticut
$7.86M -$126K -735 -2%
HT
2532
Headlands Technologies
Illinois
$7.86M -$30.2M -176,118 -79%
CAWM
2533
Capital Advisors Wealth Management
Washington
$7.85M -$331K -1,928 -4%
KHLMTHM
2534
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.85M +$4.19M +24,428 +115%
CP
2535
Canopy Partners
Ohio
$7.84M +$460K +2,683 +6%
GWM
2536
GSB Wealth Management
Connecticut
$7.84M +$51.8K +302 +0.7%
DWA
2537
Delap Wealth Advisory
Oregon
$7.83M +$4.64M +27,065 +145%
CPC
2538
Congress Park Capital
New York
$7.83M -$1M -5,839 -11%
WAC
2539
William Allan Corp
Colorado
$7.82M +$153K +891 +2%
WGCA
2540
Wolf Group Capital Advisors
Virginia
$7.82M
KFS
2541
Keynote Financial Services
Connecticut
$7.8M +$7.8M +45,477 New
SCG
2542
Sonata Capital Group
Washington
$7.8M -$116K -676 -1%
MAM
2543
Milestone Asset Management
Pennsylvania
$7.8M +$6.52M +38,000 +509%
PGA
2544
Portland Global Advisors
Maine
$7.79M -$736K -4,291 -9%
PSF
2545
Pacific Sun Financial
California
$7.79M +$831K +4,846 +12%
SCM
2546
Shorepath Capital Management
Utah
$7.78M +$1.9M +11,082 +32%
ACA
2547
Atlas Capital Advisors
Wyoming
$7.78M -$4.77M -27,823 -38%
VAS
2548
Vestmark Advisory Solutions
Massachusetts
$7.77M -$521K -3,040 -6%
IIM
2549
Intact Investment Management
Quebec, Canada
$7.77M +$309K +1,800 +4%
AMAL
2550
Asset Management Advisors LLC
Oklahoma
$7.76M -$118K -690 -2%