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 %
BMA
3376
Brooks Moore & Associates
Tennessee
$3.78M -$288K -1,677 -7%
DMBA
3377
Deseret Mutual Benefit Administrators
Utah
$3.77M +$147K +859 +4%
FAFN
3378
First Affirmative Financial Network
Colorado
$3.77M +$292K +1,700 +8%
VWM
3379
Vivid Wealth Management
Iowa
$3.77M -$1.54K -9 -0%
PCMC
3380
Planning Capital Management Corporation
Pennsylvania
$3.77M -$418K -2,435 -10%
FBC
3381
Fairfield, Bush & Co
Connecticut
$3.76M -$70.6K -412 -2%
OLVIG
3382
Oliver Lagore Vanvalin Investment Group
Michigan
$3.75M +$629K +3,670 +20%
APC
3383
Aspire Private Capital
North Carolina
$3.75M +$321K +1,873 +9%
BBNB
3384
Baker Boyer National Bank
Washington
$3.73M -$1.07M -6,265 -22%
OBWP
3385
O'Brien Wealth Partners
Massachusetts
$3.71M -$137K -798 -4%
SL
3386
Summitry LLC
California
$3.71M -$913K -5,326 -20%
EWA
3387
ERTS Wealth Advisors
Michigan
$3.7M -$264K -1,540 -7%
ACA
3388
American Capital Advisory
Idaho
$3.7M -$337K -2,046 -8%
PBT
3389
Pictet Bank & Trust
Bahamas
$3.7M -$110K -640 -3%
ICM
3390
Islay Capital Management
Texas
$3.68M -$7.72K -45 -0.2%
TCM
3391
TD Capital Management
Tennessee
$3.68M -$35.2K -205 -0.9%
T
3392
TOBAM
France
$3.68M +$139K +810 +4%
SFG
3393
Synergy Financial Group
California
$3.67M -$173K -1,011 -5%
CC
3394
Cipher Capital
New York
$3.66M +$2.37M +13,818 +183%
GFA
3395
Gallagher Fiduciary Advisors
Illinois
$3.66M -$138K -805 -4%
FCM
3396
Fogel Capital Management
Florida
$3.66M +$3.66M +19,942 New
BIP
3397
Blueprint Investment Partners
North Carolina
$3.65M -$7.93M -46,244 -68%
PCMC
3398
Paragon Capital Management (Colorado)
Colorado
$3.65M -$200K -1,168 -5%
ACM
3399
Arcataur Capital Management
Wisconsin
$3.64M -$11.5K -67 -0.3%
AWM
3400
AAF Wealth Management
Massachusetts
$3.63M +$308K +1,798 +9%