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 %
EFS
876
Essex Financial Services
Connecticut
$48.3M +$1.26M +7,346 +3%
SPIS
877
Steward Partners Investment Solutions
Oregon
$48.2M +$36.3M +211,519 +304%
PCA
878
Private Capital Advisors
Connecticut
$48.1M -$60.2K -351 -0.1%
ZIC
879
ZWJ Investment Counsel
Georgia
$48.1M -$2.59M -15,097 -5%
HTHT
880
Hemenway Trust Hemenway Trust
New Hampshire
$48M +$537K +3,129 +1%
MIM
881
Marco Investment Management
Georgia
$47.8M +$317K +1,846 +0.7%
LRPA
882
L. Roy Papp & Associates
Arizona
$47.8M -$1.08M -6,298 -2%
EF
883
Empowered Funds
Pennsylvania
$47.7M +$13M +75,939 +38%
LNB
884
Ledyard National Bank
$47.7M -$1.81M -10,559 -4%
LC
885
Lindbrook Capital
California
$47.6M -$1.57M -9,174 -3%
NCM
886
Narwhal Capital Management
Georgia
$47.6M +$245K +1,428 +0.5%
AAM
887
Aureus Asset Management
Massachusetts
$47.5M -$182K -1,064 -0.4%
DAS
888
Diversify Advisory Services
Utah
$47.2M +$47.2M +277,816 New
FSA
889
Fort Sheridan Advisors
Illinois
$47.1M -$448K -2,613 -0.9%
DWM
890
Dorchester Wealth Management
Quebec, Canada
$47.1M -$2.76M -16,111 -6%
MHIC
891
Marble Harbor Investment Counsel
Massachusetts
$47M -$1.75M -10,226 -4%
MC
892
Middleton & Co
Massachusetts
$46.9M -$883K -5,152 -2%
MGP
893
M&G plc
United Kingdom
$46.9M +$46.9M +274,391 New
WIM
894
WealthPlan Investment Management
Nebraska
$46.9M -$388K -2,263 -0.8%
CM
895
Capula Management
Cayman Islands
$46.9M +$46.6M +271,682 +17,607%
OC
896
Oakmont Corp
California
$46.8M -$866K -5,050 -2%
STA
897
Summit Trail Advisors
New York
$46.7M +$5.03M +29,317 +12%
JC
898
Jacobs & Co
California
$46.6M -$890K -5,192 -2%
BAM
899
Berkshire Asset Management
Pennsylvania
$46.5M -$1.02M -5,963 -2%
BHWM
900
Bar Harbor Wealth Management
New Hampshire
$46.2M -$675K -3,938 -1%