4,972 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, 2,550 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,972
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
2,550
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 %
SA
4826
Sunesis Advisors
Kansas
$357K -$454K -2,650 -56%
BAMCO Inc
4827
BAMCO Inc
New York
$346K
SH
4828
Svenska Handelsbanken
Sweden
$343K +$343K +2,000 New
MSA
4829
Marathon Strategic Advisors
Pennsylvania
$341K
ACM
4830
Absolute Capital Management
Pennsylvania
$340K +$340K +1,980 New
AP
4831
Aspect Partners
Virginia
$340K +$171 +1 +0.1%
ATC
4832
Advantage Trust Company
Kansas
$339K
SA
4833
swisspartners Advisors
Switzerland
$338K +$338K +2,188 New
NWA
4834
Navis Wealth Advisors
New York
$337K -$5.49K -32 -2%
OTL
4835
Oak Thistle LLC
New York
$337K -$1.29M -7,546 -79%
TCM
4836
Tran Capital Management
California
$336K -$28.5K -166 -8%
BC
4837
Bridgefront Capital
Texas
$335K -$179K -1,043 -35%
G
4838
Gainplan
Michigan
$330K +$9.09K +53 +3%
BAWM
4839
Bennett Associates Wealth Management
Pennsylvania
$329K +$329K +1,917 New
PCMH
4840
Polymer Capital Management (HK)
Hong Kong
$326K +$326K +1,900 New
LWMT
4841
Legacy Wealth Management (Tennessee)
Tennessee
$323K +$323K +1,885 New
CG
4842
Castellan Group
Kentucky
$323K -$431K -2,511 -57%
LFA
4843
Livelsberger Financial Advisory
Ohio
$322K -$465K -2,489 -59%
ES
4844
ETF Store
Kansas
$322K +$35.8K +209 +13%
FVCM
4845
F&V Capital Management
Florida
$322K
BCG
4846
BayBridge Capital Group
California
$321K +$23.4K +141 +8%
DJFS
4847
Dean Jacobson Financial Services
Texas
$321K -$21.9K -128 -6%
ARA
4848
Alexander Randolph Advisory
Virginia
$320K +$2.06K +12 +0.6%
KC
4849
Kinloch Capital
Virginia
$319K +$1.03K +6 +0.3%
TFA
4850
Tranquilli Financial Advisor
New Jersey
$318K +$514 +3 +0.2%