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 %
PCM
501
Parsons Capital Management
Rhode Island
$112M -$21.3M -124,309 -16%
AWM
502
Apollon Wealth Management
South Carolina
$111M +$1.98M +11,544 +2%
GC
503
Gratus Capital
Georgia
$111M +$58.1M +338,661 +110%
PNC
504
Park National Corp
Ohio
$111M -$1.42M -8,286 -1%
CWM
505
Calamos Wealth Management
Illinois
$110M +$4.75M +27,684 +4%
Baillie Gifford & Co
506
Baillie Gifford & Co
United Kingdom
$110M -$1.72M -10,033 -2%
GLA
507
Great Lakes Advisors
Illinois
$110M +$4.22M +24,597 +4%
WT
508
Washington Trust
Rhode Island
$110M -$374K -2,182 -0.3%
Nomura Holdings
509
Nomura Holdings
Japan
$110M +$48.4M +282,086 +78%
MJRIC
510
Mogy Joel R Investment Counsel
California
$109M -$2.69M -15,669 -2%
LFAS
511
Level Four Advisory Services
Texas
$109M +$1.48M +7,667 +1%
BSA
512
Braun Stacey Associates
New York
$109M -$3.55M -20,683 -3%
NRS
513
Neville Rodie & Shaw
New York
$109M -$4.75M -27,676 -4%
ONB
514
Old National Bancorp
Indiana
$108M +$661K +3,856 +0.6%
PWP
515
Private Wealth Partners
California
$108M -$6.25M -36,444 -5%
QPBE
516
Quintet Private Bank (Europe)
Luxembourg
$107M +$107M +547,436 New
H
517
HoyleCohen
California
$107M -$5.35M -31,213 -5%
BSW
518
Buckingham Strategic Wealth
Missouri
$107M -$5.75M -33,516 -5%
DP
519
Dearborn Partners
Illinois
$107M -$24.7M -143,816 -19%
FNT
520
First National Trust
Pennsylvania
$106M -$258K -1,502 -0.2%
VFA
521
Valeo Financial Advisors
Indiana
$106M +$5.65M +35,777 +6%
BFG
522
Bleakley Financial Group
New Jersey
$106M +$1.13M +6,567 +1%
DWM
523
Dakota Wealth Management
Florida
$106M +$12.8M +74,600 +14%
CI
524
Cincinnati Insurance
Ohio
$106M
FIS
525
Fundsmith Investment Services
Mauritius
$106M +$21.3M +124,297 +25%