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 %
VWM
1026
Valley Wealth Managers
New Jersey
$36.5M -$1.42M -8,302 -4%
BA
1027
Bristlecone Advisors
Washington
$36.5M -$667K -3,891 -2%
TF
1028
Tompkins Financial
New York
$36.5M -$3.6K -21 -0%
GIA
1029
Gladstone Institutional Advisory
Florida
$36.5M -$6.79M -39,568 -16%
PFS
1030
Physicians Financial Services
North Carolina
$36.5M -$11.1K -65 -0%
TSW
1031
Thompson Siegel & Walmsley
Virginia
$36.4M -$4.75M -27,692 -12%
TCOT
1032
Trust Company of Toledo
Ohio
$36.3M +$507K +2,957 +1%
IF
1033
Ironwood Financial
Arizona
$36.3M -$1.02M -5,923 -3%
MIA
1034
MainStreet Investment Advisors
Illinois
$36.3M -$2.77M -16,144 -7%
PIA
1035
Petredis Investment Advisors
Pennsylvania
$36.3M +$788K +4,596 +2%
SAM
1036
Secure Asset Management
Michigan
$36M -$655K -3,817 -2%
AAIM
1037
American Assets Investment Management
California
$36M
RPC
1038
Rossmore Private Capital
Connecticut
$35.9M -$1.77M -10,294 -5%
BWFA
1039
Baltimore-Washington Financial Advisors
Maryland
$35.9M +$680K +3,967 +2%
LSAG
1040
Lake Street Advisors Group
New Hampshire
$35.9M +$269K +1,566 +0.8%
GL
1041
Graypoint LLC
New York
$35.9M +$1.35M +7,860 +4%
JWM
1042
JGP Wealth Management
Oregon
$35.8M -$553K -3,223 -2%
BP
1043
BBR Partners
New York
$35.8M +$10.2M +59,250 +40%
WP
1044
WMS Partners
Maryland
$35.8M -$3.65M -21,279 -9%
OGC
1045
Oak Grove Capital
New Hampshire
$35.8M -$1.19M -6,961 -3%
RCW
1046
Rheos Capital Works
Japan
$35.7M +$18.3M +107,000 +106%
ZF
1047
Zega Financial
Florida
$35.7M -$6.98M -40,688 -16%
WPW
1048
Waldron Private Wealth
Pennsylvania
$35.6M -$2.7M -15,728 -7%
RMC
1049
Resources Management Corp
Connecticut
$35.6M -$1.31M -7,642 -4%
CANC
1050
Culbertson A N & Co
Virginia
$35.6M -$630K -3,671 -2%