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 %
CCT
2626
Chemung Canal Trust
New York
$7.34M -$3.69M -21,521 -33%
ONST
2627
Old North State Trust
North Carolina
$7.33M +$7.33M +42,760 New
CVM
2628
Cheviot Value Management
California
$7.32M -$262K -1,530 -3%
SF
2629
SWP Financial
California
$7.32M +$1.4M +8,158 +24%
AL
2630
ACAS LLC
California
$7.32M +$66.4K +387 +0.9%
FIA
2631
FPC Investment Advisory
California
$7.31M +$7.31M +43,230 New
WF
2632
Wayfinding Financial
Washington
$7.3M +$40.2K +220 +0.6%
FBT
2633
First Bankers Trust
Kentucky
$7.28M -$105K -615 -1%
JBA
2634
Johnson Bixby & Associates
Washington
$7.28M -$17.8K -104 -0.2%
CA
2635
Cresta Advisors
Texas
$7.27M +$40.8K +238 +0.6%
OIM
2636
Oder Investment Management
California
$7.27M -$24.7K -144 -0.3%
GAMC
2637
Garner Asset Management Corp
Texas
$7.26M +$630K +3,674 +10%
CHJWM
2638
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.26M -$211K -1,242 -3%
SFS
2639
Security Financial Services
Indiana
$7.24M +$39.3K +229 +0.5%
UAML
2640
US Asset Management LLC
Pennsylvania
$7.24M -$116K -675 -2%
MLA
2641
My Legacy Advisors
Oregon
$7.22M -$636K -3,709 -8%
PKC
2642
Palmer Knight Company
Florida
$7.22M +$74.8K +436 +1%
GBI
2643
GP Brinson Investments
Illinois
$7.2M
TPW
2644
Transatlantique Private Wealth
New York
$7.19M -$197K -1,147 -3%
EFL
2645
ERn Financial LLC
Wisconsin
$7.18M +$139K +809 +2%
IFPG
2646
Intrepid Financial Planning Group
Indiana
$7.17M -$23.7K -138 -0.3%
FLI
2647
Family Legacy Inc
South Carolina
$7.17M -$409K -2,383 -5%
KF
2648
KKM Financial
Illinois
$7.16M +$532K +3,101 +8%
TAM
2649
Townsend Asset Management
North Carolina
$7.15M +$37.7K +220 +0.5%
RTC
2650
Riverview Trust Company
Washington
$7.15M +$11.7K +68 +0.2%