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 %
WP
801
WealthPLAN Partners
Nebraska
$54.7M -$3.03M -17,693 -5%
USCWA
802
U.S. Capital Wealth Advisors
Texas
$54.4M -$2.01M -11,732 -4%
GAA
803
Global Assets Advisory
Florida
$54.3M +$54.1M +9,200,345 +23,076%
EDRH
804
Edmond de Rothschild Holding
Switzerland
$54.3M -$8.68M -50,638 -14%
BPCE
805
Bank Pictet & Cie (Europe)
Germany
$54.1M +$1.66M +9,652 +3%
HFS
806
Hantz Financial Services
Michigan
$54.1M -$2.38M -13,870 -4%
TFS
807
Thoroughbred Financial Services
Tennessee
$54M -$13.9M -81,303 -21%
BFIM
808
Beese Fulmer Investment Management
Ohio
$54M -$1.22M -7,129 -2%
PTC
809
Philadelphia Trust Company
Pennsylvania
$54M -$3.28M -19,130 -6%
AC
810
Avenir Corporation
Virginia
$53.9M -$1.04M -6,066 -2%
TAMH
811
Taikang Asset Management (HK)
Hong Kong
$53.7M +$13.5M +78,726 +34%
LI
812
LMCG Investments
Massachusetts
$53.6M -$1.81M -10,572 -3%
JIP
813
Jaffetilchin Investment Partners
Florida
$53.3M -$1.16M -6,753 -2%
FFM
814
Forum Financial Management
Illinois
$53.3M -$816K -4,760 -2%
RIL
815
Rothschild Investment LLC
Illinois
$53.1M +$619K +3,611 +1%
JF
816
Jump Financial
Illinois
$53.1M +$43.2M +252,037 +438%
TI
817
Trexquant Investment
Connecticut
$53M +$11.5M +66,780 +28%
SEIA
818
Signature Estate & Investment Advisors
California
$52.9M +$2.6M +15,160 +5%
CCG
819
Ceeto Capital Group
Florida
$52.8M -$833K -4,858 -2%
CSUI
820
Cincinnati Specialty Underwriters Insurance
Ohio
$52.8M
RC
821
Roundview Capital
New Jersey
$52.8M +$79.2K +462 +0.2%
PF
822
Phoenix Financial
Israel
$52.7M +$15.3M +89,365 +41%
SCA
823
Stonebridge Capital Advisors
Minnesota
$52.6M +$1.33M +7,753 +3%
VLKIM
824
Van Lanschot Kempen Investment Management
Netherlands
$52.5M +$9.81M +57,222 +23%
RCM
825
RB Capital Management
Nevada
$52.4M +$84.2K +491 +0.2%