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 %
DT
601
Diversified Trust
Tennessee
$83.9M +$1.28M +7,466 +2%
RMA
602
Roffman Miller Associates
Pennsylvania
$83.8M -$2.75M -16,052 -3%
MPM
603
Meritage Portfolio Management
Kansas
$83.4M -$2.97M -17,321 -3%
MYAM
604
Meiji Yasuda Asset Management
Japan
$83.1M +$2.77M +16,171 +3%
OWM
605
Opes Wealth Management
California
$82.9M -$369K -2,149 -0.4%
CDH
606
Charles D. Hyman
$82.7M -$179K -1,041 -0.2%
CTC (Chicago Trading Company)
607
CTC (Chicago Trading Company)
Illinois
$82.7M -$165M -960,723 -67%
SSB
608
Sandy Spring Bank
Maryland
$82.6M -$366K -2,132 -0.4%
ACM
609
Alta Capital Management
Utah
$82.5M -$1.52M -8,852 -2%
EWM
610
Empirical Wealth Management
Washington
$82.5M -$26.6M -155,306 -24%
KRSITF
611
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$82.1M -$7.17M -41,817 -8%
GAM
612
Gotham Asset Management
New York
$82.1M +$8.1M +47,258 +11%
HIIFS
613
Harel Insurance Investments & Financial Services
Israel
$81.8M +$202K +1,176 +0.2%
TCA
614
Transcend Capital Advisors
New Jersey
$81.7M +$163K +951 +0.2%
BC
615
Burney Company
Virginia
$81.2M -$1.65M -9,643 -2%
DAS
616
Dynamic Advisor Solutions
Arizona
$81M +$860K +5,016 +1%
S
617
SignatureFD
Georgia
$80.7M -$84.9K -495 -0.1%
BAAM
618
Baker Avenue Asset Management
California
$80.7M +$6.07M +35,420 +8%
MFAM
619
Motley Fool Asset Management
Virginia
$80.4M +$5.94M +34,629 +8%
WGAM
620
Wilkinson Global Asset Management
New York
$79.9M -$6.9M -40,251 -8%
AT
621
Avalon Trust
New Mexico
$79.9M +$5.6M +32,639 +8%
AAS
622
Ameritas Advisory Services
Nebraska
$79.6M +$52.2M +303,051 +190%
CIP
623
Chartwell Investment Partners
Pennsylvania
$79.5M -$3.37M -19,646 -4%
FPCG
624
Fort Pitt Capital Group
Pennsylvania
$79.2M -$2.78M -16,223 -3%
FMII
625
Farmers & Merchants Investments Inc
Nebraska
$79.2M -$205K -1,194 -0.3%