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 %
OF
3326
Outfitter Financial
Maine
$3.93M -$136K -795 -3%
SP
3327
Successful Portfolios
Florida
$3.92M -$184K -1,072 -4%
SLC
3328
Second Line Capital
Louisiana
$3.92M +$899K +5,244 +30%
QFA
3329
Quattro Financial Advisors
Texas
$3.92M +$3.89M +22,667 +11,745%
CIC
3330
Cornercap Investment Counsel
Georgia
$3.92M +$189K +1,102 +5%
Simplex Trading
3331
Simplex Trading
Illinois
$3.91M -$5.31M -30,983 -58%
Fuller & Thaler Asset Management
3332
Fuller & Thaler Asset Management
California
$3.9M -$343 -2 -0%
LP
3333
LGL Partners
Pennsylvania
$3.9M -$97.6K -569 -2%
MCIA
3334
Mountain Capital Investment Advisors
Colorado
$3.9M +$183K +1,079 +5%
CSWM
3335
Cassady Schiller Wealth Management
Ohio
$3.89M -$6.69K -39 -0.2%
SFB
3336
STAR Financial Bank
Indiana
$3.89M -$177K -1,030 -4%
FNBSF
3337
First National Bank Sioux Falls
South Dakota
$3.89M +$475K +2,772 +14%
RCM
3338
Raleigh Capital Management
North Carolina
$3.89M +$1.23M +7,158 +46%
FFP
3339
Forbes Financial Planning
Rhode Island
$3.89M +$148K +865 +4%
LFS
3340
Leibman Financial Services
Nebraska
$3.88M +$71.7K +418 +2%
RWPA
3341
Richard W. Paul & Associates
Michigan
$3.88M +$67K +391 +2%
Betterment LLC
3342
Betterment LLC
New York
$3.88M +$3.29M +19,180 +557%
LAM
3343
Lakewood Asset Management
Illinois
$3.88M -$782K -4,559 -17%
WAM
3344
Walker Asset Management
Missouri
$3.87M -$56.2K -328 -1%
DWA
3345
Dougherty Wealth Advisers
Minnesota
$3.87M -$303K -1,768 -7%
DIP
3346
Davis Investment Partners
North Carolina
$3.87M -$442K -2,633 -10%
RP
3347
Raelipskie Partnership
Ontario, Canada
$3.87M +$54.5K +318 +1%
PAM
3348
Paradigm Asset Management
New York
$3.87M -$352K -2,050 -8%
FFC
3349
First Financial Corp
Indiana
$3.86M -$1.05M -6,150 -21%
CBOR
3350
Community Bank of Raymore
Missouri
$3.86M +$306K +1,785 +9%