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 %
HTIM
976
Harbour Trust & Investment Management
Indiana
$39.9M -$1.37M -7,992 -3%
KOCAA
977
Knights of Columbus Asset Advisors
Connecticut
$39.9M -$8.86M -51,650 -18%
VCM
978
Vision Capital Management
Oregon
$39.5M -$782K -4,563 -2%
FHA
979
Flagship Harbor Advisors
Massachusetts
$39.5M -$1.29M -7,548 -3%
CAC
980
Cowen and Company
New York
$39.4M +$33.7M +196,456 +586%
SVCP
981
Silicon Valley Capital Partners
California
$39.3M +$8.82M +51,428 +29%
SQA
982
Simon Quick Advisors
New Jersey
$39.3M +$1.81M +10,570 +5%
HT
983
Heritage Trust
Oklahoma
$39.2M -$139K -812 -0.4%
EWM
984
Elite Wealth Management
Washington
$39.2M +$2.64M +15,389 +7%
OC
985
Oakworth Capital
Alabama
$39M +$592K +3,455 +2%
CPIG
986
Chicago Partners Investment Group
Illinois
$39M +$750K +4,493 +2%
BCM
987
BTC Capital Management
Iowa
$39M +$39M +227,336 New
TCM
988
Telos Capital Management
California
$39M -$166K -970 -0.4%
AC
989
Abbrea Capital
California
$38.9M -$225K -1,313 -0.6%
CIG
990
Cullen Investment Group
Louisiana
$38.8M -$486K -2,878 -1%
VIP
991
Vantage Investment Partners
Missouri
$38.8M +$6.79M +39,599 +21%
PA
992
Procyon Advisors
Connecticut
$38.7M +$316K +1,842 +0.8%
AA
993
ALPS Advisors
Colorado
$38.7M +$9.6K +56 +0%
SWA
994
SFMG Wealth Advisors
Texas
$38.7M -$1.26M -7,375 -3%
HAM
995
Honeycomb Asset Management
New York
$38.6M +$38.6M +225,000 New
FAM
996
Formidable Asset Management
Ohio
$38.6M +$3.05M +17,792 +9%
CM
997
Cercano Management
Washington
$38.5M +$11.9M +69,536 +45%
CWG
998
Cornerstone Wealth Group
North Carolina
$38.5M +$12.7M +73,987 +49%
FG
999
Fiduciary Group
Georgia
$38.5M +$344K +2,006 +0.9%
CIM
1000
Corda Investment Management
Texas
$38.4M -$601K -3,507 -2%