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 %
KJHP
1001
K.J. Harrison & Partners
Ontario, Canada
$38.3M -$293K -1,708 -0.8%
MG
1002
Mather Group
Illinois
$38M -$8.27M -42,939 -18%
TGAM
1003
TBH Global Asset Management
Tennessee
$37.9M +$2.35M +13,704 +7%
SBWIC
1004
Schaper Benz & Wise Investment Counsel
Wisconsin
$37.9M +$233K +1,360 +0.6%
CAM
1005
Close Asset Management
United Kingdom
$37.9M +$2.35M +13,685 +7%
DMIC
1006
Dixon Mitchell Investment Counsel
British Columbia, Canada
$37.8M -$144K -839 -0.4%
ST
1007
Spinnaker Trust
Maine
$37.7M +$1.29M +7,537 +4%
HI
1008
Hendershot Investments
Virginia
$37.7M -$575K -3,355 -2%
OWA
1009
One Wealth Advisors
California
$37.6M +$4.62M +26,920 +14%
KA
1010
Kintegral Advisory
New York
$37.5M -$117K -683 -0.3%
KA
1011
Kovack Advisors
Florida
$37.5M +$4.03M +23,511 +12%
VCA
1012
Verdence Capital Advisors
Maryland
$37.4M -$1.01M -5,874 -3%
GFS
1013
GYL Financial Synergies
Connecticut
$37.4M +$1.4M +8,155 +4%
SA
1014
Strategic Advisors
New York
$37.4M -$4M -23,353 -10%
BIP
1015
Blue Investment Partners
California
$37.2M -$251K -1,463 -0.7%
CAG
1016
Csenge Advisory Group
Florida
$37.2M +$4.77M +27,806 +15%
ET
1017
Equitable Trust
Tennessee
$37.1M +$2.11M +12,293 +6%
CBTWT
1018
Community Bank & Trust (Waco, Texas)
Texas
$37.1M -$236K -1,378 -0.6%
AFG
1019
Atomi Financial Group
New York
$37M +$4.34M +25,292 +13%
ECM
1020
Estabrook Capital Management
New York
$36.8M -$1.25M -7,281 -3%
CM
1021
Churchill Management
California
$36.7M +$4.18M +24,362 +13%
BCP
1022
Blue Chip Partners
Michigan
$36.7M -$1.31M -7,651 -3%
CCG
1023
Cypress Capital Group
Florida
$36.7M -$671K -3,913 -2%
RG
1024
Renaissance Group
Kentucky
$36.7M -$585K -3,411 -2%
LSPW
1025
Lake Street Private Wealth
Illinois
$36.6M -$382K -2,228 -1%