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 %
BCM
4851
Basso Capital Management
Connecticut
$318K -$309K -1,800 -49%
CC
4852
Cultivar Capital
Texas
$317K
SIAS
4853
Summit Investment Advisory Services
Minnesota
$316K +$114K +662 +56%
KSWA
4854
Kathleen S. Wright Associates
Pennsylvania
$316K +$244K +1,420 +337%
IIM
4855
Ironwood Investment Management
Massachusetts
$315K
DAL
4856
Delta Accumulation LLC
California
$314K +$343 +2 +0.1%
BIM
4857
Breakwater Investment Management
Washington
$313K +$313K +1,827 New
EC
4858
EntryPoint Capital
New York
$312K +$252K +1,470 +418%
BWM
4859
Buska Wealth Management
Wisconsin
$312K +$312K +1,821 New
AA
4860
AF Advisors
California
$308K -$171 -1 -0.1%
DC
4861
Dorval Corp
Minnesota
$307K
SC
4862
Schiavi & Co
Delaware
$307K -$91.7K -535 -23%
HWA
4863
Hillcrest Wealth Advisors
New Jersey
$305K -$13.7K -80 -4%
PWM
4864
Pacific Wealth Management
California
$304K
IA
4865
IFS Advisors
Kansas
$304K
FWSM
4866
First Wilshire Securities Management
California
$301K
DRS
4867
Deane Retirement Strategies
Louisiana
$292K
IFU
4868
iSAM Funds (UK)
United Kingdom
$292K +$89.2K +520 +44%
MFG
4869
Marmo Financial Group
Tennessee
$288K +$104K +607 +57%
RCM
4870
Richardson Capital Management
Wisconsin
$288K +$244K +1,424 +558%
BTIM
4871
BancFirst Trust & Investment Management
Oklahoma
$287K -$122K -713 -30%
AIA
4872
Acute Investment Advisory
Arizona
$285K -$577K -3,364 -67%
FAM
4873
Frontier Asset Management
Wyoming
$284K -$263K -1,535 -48%
TPM
4874
Triasima Portfolio Management
Quebec, Canada
$280K -$423K -2,467 -60%
RWIA
4875
Roger Wittlin Investment Advisory
California
$277K +$277K +1,618 New