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 %
KWM
551
Kingsview Wealth Management
Oregon
$97.2M +$6.64M +38,697 +7%
NP
552
NS Partners
United Kingdom
$97.1M -$646K -3,768 -0.7%
WC
553
Whitney & Co
New York
$97M +$3.43K +20 +0%
EH
554
Equitable Holdings
New York
$96.7M -$4.74M -27,621 -5%
NB
555
Norinchukin Bank
Japan
$96.6M -$2.95M -17,176 -3%
DJSG
556
D.J. St. Germain
Massachusetts
$96.6M -$357K -2,084 -0.4%
Walleye Trading
557
Walleye Trading
New York
$96.6M -$55.9M -325,966 -37%
TCOV
558
Trust Company of Vermont
Vermont
$96.5M +$7.01M +40,858 +8%
VIM
559
Vinva Investment Management
Australia
$96.5M +$3.45M +20,110 +4%
MFG
560
Merit Financial Group
Georgia
$96.3M +$27M +147,299 +39%
DIA
561
Dana Investment Advisors
Wisconsin
$95.9M -$3.73M -21,736 -4%
JLBC
562
J.L. Bainbridge & Co
Florida
$95.5M -$359K -2,095 -0.4%
NIM
563
NEOS Investment Management
Connecticut
$95M +$24.8M +144,361 +35%
CBUSF
564
Construction & Building Unions Superannuation Fund
Australia
$95M +$2.86M +16,694 +3%
DCM
565
Donaldson Capital Management
Indiana
$94.5M +$1.42M +8,278 +2%
OIA
566
OneDigital Investment Advisors
Kansas
$94.1M +$2.99M +17,465 +3%
EF
567
Empirical Finance
Pennsylvania
$93.9M +$3.03M +17,697 +3%
EWA
568
Exencial Wealth Advisors
Oklahoma
$93.5M -$917K -5,347 -1%
RPI
569
Railway Pension Investments
United Kingdom
$93.4M +$789K +4,600 +0.9%
BCM
570
Brookstone Capital Management
Illinois
$93M +$4.63M +27,000 +5%
HWA
571
HCR Wealth Advisors
California
$92.5M -$832K -4,852 -0.9%
VHAM
572
Van Hulzen Asset Management
California
$90.6M +$817K +4,762 +0.9%
LCP
573
LGT Capital Partners
Switzerland
$90M +$83.6M +487,738 +1,316%
CWM
574
Congress Wealth Management
Massachusetts
$89.9M -$18.7M -108,895 -17%
TCM
575
Traynor Capital Management
Pennsylvania
$89.9M +$898K +5,236 +1%