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 %
JIC
676
Joel Isaacson & Co
New York
$68.8M +$1.89M +11,031 +3%
AP
677
Appleton Partners
Massachusetts
$68.8M -$4.79M -27,906 -7%
AHC
678
Adell Harriman & Carpenter
Texas
$68.6M +$2.21M +12,915 +3%
ETC
679
Exchange Traded Concepts
Oklahoma
$68.5M +$16.5M +96,356 +32%
CIA
680
Capital Investment Advisors
Georgia
$68.5M -$46.5K -271 -0.1%
CB
681
Community Bank
New York
$68.4M -$526K -3,065 -0.8%
FAIM
682
Financial Advocates Investment Management
Washington
$68.3M +$2.72M +15,851 +4%
EGA
683
Eagle Global Advisors
Texas
$68.2M -$6.6M -38,507 -9%
NLGIA
684
Nippon Life Global Investors Americas
New York
$68.2M -$3.01M -17,580 -4%
Walleye Capital
685
Walleye Capital
New York
$68.2M +$68.2M +397,448 New
CNAM
686
Campbell Newman Asset Management
Wisconsin
$67.5M -$648K -3,776 -1%
IWM
687
IHT Wealth Management
Illinois
$66.7M -$2.59M -15,084 -4%
SFS
688
Sowell Financial Services
Arkansas
$66.6M -$2.91M -16,974 -4%
CTA
689
Colonial Trust Advisors
South Carolina
$66.5M -$1.13M -6,618 -2%
MWM
690
Meridian Wealth Management
Kentucky
$66.3M +$890K +5,184 +1%
PAS
691
Park Avenue Securities
New York
$66.3M +$3.53M +20,599 +6%
BFS
692
Baskin Financial Services
Ontario, Canada
$65.8M -$5.49K -32 -0%
MIC
693
Means Investment Company
Maine
$65.7M -$2.31M -13,455 -3%
AIP
694
ARS Investment Partners
New York
$65.7M -$10.3M -60,175 -14%
EIA
695
Edgemoor Investment Advisors
Maryland
$65.3M -$601K -3,507 -0.9%
TF
696
Talbot Financial
Washington
$65.3M +$1.22M +7,121 +2%
WA
697
Wealth Alliance
New York
$65.2M -$1.15M -6,713 -2%
AIMCA
698
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$64.9M -$913K -5,327 -1%
CIA
699
Concurrent Investment Advisors
Florida
$64.9M -$875K -5,320 -1%
Parallax Volatility Advisers
700
Parallax Volatility Advisers
California
$64.5M +$48.7M +283,869 +307%