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 %
DSCM
4451
Del-Sette Capital Management
New York
$997K -$23.5K -137 -2%
ACM
4452
Adalta Capital Management
New York
$993K -$304K -1,775 -23%
FIBT
4453
First International Bank & Trust
North Dakota
$993K -$10.1K -59 -1%
CCA
4454
Covey Capital Advisors
Georgia
$991K
SOAG
4455
Silver Oak Advisory Group
Oregon
$989K -$515 -3 -0.1%
PCI
4456
Pacifica Capital Investments
Texas
$988K -$429K -2,500 -30%
ACA
4457
Ackerman Capital Advisors
Texas
$986K -$44.2K -258 -4%
DFC
4458
DBK Financial Counsel
Ohio
$983K +$4.12K +24 +0.4%
CFG
4459
CMC Financial Group
Georgia
$981K -$28.8K -168 -3%
KOMWMG
4460
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$976K -$12.7K -74 -1%
SPW
4461
Sonoma Private Wealth
California
$976K -$193K -1,125 -17%
BAMG
4462
Brand Asset Management Group
Missouri
$975K -$201K -1,170 -17%
GIM
4463
Gold Investment Management
Alberta, Canada
$968K +$8.4K +49 +0.9%
VF
4464
Vista Finance
Missouri
$967K +$60.5K +353 +7%
CP
4465
Coho Partners
Pennsylvania
$963K -$257K -1,500 -21%
FPW
4466
Flagship Private Wealth
Massachusetts
$963K +$514 +3 +0.1%
GC
4467
Guidance Capital
Kentucky
$961K +$6.91K +40 +0.7%
SRCM
4468
Signature Resources Capital Management
California
$957K
TVM
4469
True Vision MN
Minnesota
$954K +$580K +3,423 +155%
NP
4470
Ninepoint Partners
Ontario, Canada
$948K -$4.12K -24 -0.4%
TC
4471
Tacita Capital
Ontario, Canada
$943K +$13.7K +80 +1%
KFP
4472
Keener Financial Planning
Texas
$943K +$80.5K +469 +9%
EA
4473
Evolution Advisers
Virginia
$942K
BFS
4474
Bare Financial Services
Pennsylvania
$941K +$23.2K +136 +3%
HFAS
4475
Hummer Financial Advisory Services
Illinois
$941K +$20.6K +120 +2%