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 %
FTDI
726
First Trust Direct Indexing
Massachusetts
$62.4M +$5.92M +34,514 +10%
SDH
727
Sloy Dahl & Holst
Washington
$62.4M -$6.16M -35,948 -9%
GKWIM
728
Gerber Kawasaki Wealth & Investment Management
California
$62.3M +$1.61M +9,373 +3%
NSLI
729
Nan Shan Life Insurance
Taiwan
$62M +$4.32M +25,175 +7%
SWM
730
SeaCrest Wealth Management
New York
$61.7M -$7.37M -42,977 -11%
BAM
731
Belpointe Asset Management
Nevada
$61.5M +$11.8M +68,720 +24%
MTC
732
McDaniel Terry & Co
Texas
$61.5M -$15.3K -89 -0%
WG
733
Welch Group
Alabama
$61.4M -$1.62M -9,451 -3%
OAM
734
Oppenheimer Asset Management
New York
$61.4M -$10.5M -61,168 -15%
EAM
735
Eagle Asset Management
Florida
$61.4M +$1M +5,902 +2%
LF
736
Longbow Finance
Switzerland
$61.3M -$3.23M -18,815 -5%
TC
737
TwinBeech Capital
New York
$61.2M +$50.5M +294,278 +471%
JAIC
738
Josh Arnold Investment Consultant
Minnesota
$60.9M -$1.61M -9,369 -3%
GIC
739
GFI Investment Counsel
Ontario, Canada
$60.3M +$123K +718 +0.2%
GAI
740
General American Investors
New York
$60.2M +$5.14M +30,000 +9%
AIM
741
Avity Investment Management
Connecticut
$60.1M -$983K -5,730 -2%
AG
742
AlTi Global
New York
$59.8M +$4.19M +24,412 +8%
CWM
743
Cornerstone Wealth Management
Missouri
$59.7M -$1.26M -7,319 -2%
FPAS
744
Focus Partners Advisor Solutions
Missouri
$59.6M +$25.1M +146,223 +73%
FFA
745
First Foundation Advisors
California
$59.6M +$14.2M +83,022 +31%
TSMHT
746
Thurston Springer Miller Herd & Titak
Indiana
$59.6M +$59.6M +347,367 New
FNBOO
747
First National Bank of Omaha
Nebraska
$59.6M -$19.9M -89,610 -25%
MAM
748
Martingale Asset Management
Massachusetts
$59.5M +$5.92M +34,500 +11%
JWBC
749
J.W. Burns & Co
New York
$59.5M -$1.07M -6,215 -2%
AFG
750
Albion Financial Group
Utah
$59.5M -$73.1K -426 -0.1%