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 %
BC
2851
Bruce & Co
Illinois
$6.02M
EA
2852
Eudaimonia Advisors
Tennessee
$6.02M +$95.9K +559 +2%
AL
2853
Arnhold LLC
New York
$6.01M
TI
2854
tru Independence
Oregon
$6.01M -$58.8K -343 -1%
TCM
2855
Teza Capital Management
Illinois
$6.01M +$3.1M +18,076 +106%
WI
2856
WrapManager Inc
California
$6.01M +$1.39M +8,131 +30%
UOC
2857
UBS O'Connor
Illinois
$6M +$6M +35,000 New
LFGO
2858
Legacy Financial Group (Oklahoma)
Oklahoma
$6M -$232K -1,351 -4%
P
2859
Paradiem
Louisiana
$6M -$70.3K -410 -1%
SPFA
2860
Summit Place Financial Advisors
New Jersey
$5.98M +$492K +2,867 +9%
RPCONE
2861
Retirement Planning Company of New England
Rhode Island
$5.97M -$1.5M -8,773 -20%
BAM
2862
BOS Asset Management
Illinois
$5.95M +$168K +980 +3%
AWM
2863
Aprio Wealth Management
Georgia
$5.95M +$1.61M +9,369 +37%
HFS
2864
Heritage Financial Services
Massachusetts
$5.95M +$717K +4,179 +14%
MHWM
2865
Montz Harcus Wealth Management
Louisiana
$5.95M -$200K -1,168 -3%
FIM
2866
Fruth Investment Management
Texas
$5.93M -$54.9K -320 -0.9%
EA
2867
Ellsworth Advisors
Ohio
$5.93M +$195K +1,104 +3%
LI
2868
LRI Investments
Florida
$5.93M +$5.93M +34,567 New
WR
2869
WD Rutherford
Oregon
$5.92M -$20.6K -120 -0.3%
SMA
2870
Seven Mile Advisory
New Jersey
$5.92M -$686 -4 -0%
GA
2871
Greenspring Advisors
Maryland
$5.91M -$192K -1,120 -3%
QT
2872
Quantbot Technologies
New York
$5.91M -$3.12M -18,181 -35%
DC
2873
Dantai Capital
Hong Kong
$5.91M +$816K +4,760 +16%
LS
2874
Leelyn Smith
Illinois
$5.91M +$61.4K +358 +1%
PSCM
2875
Per Stirling Capital Management
Texas
$5.91M -$1.26M -7,356 -18%