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 %
AFCM
1076
Applied Finance Capital Management
Puerto Rico
$34.5M +$5.4M +31,489 +19%
NGA
1077
Naples Global Advisors
Florida
$34.4M -$56.6K -330 -0.2%
CA
1078
CSM Advisors
Pennsylvania
$34.4M -$2.82M -16,450 -8%
AG
1079
Ascent Group
Virginia
$34.4M +$1.36M +7,920 +4%
ZF
1080
Zhang Financial
Michigan
$34.1M +$2.45M +14,272 +8%
ACA
1081
Affinity Capital Advisors
California
$34.1M -$2.21M -12,880 -6%
WRBC
1082
W.R. Berkley Corp
Connecticut
$34.1M +$17M +99,400 +100%
SCP
1083
Seizert Capital Partners
Michigan
$34M +$259K +1,511 +0.8%
JWM
1084
Jackson Wealth Management
Florida
$33.9M +$823K +4,798 +2%
WAM
1085
Winslow Asset Management
Ohio
$33.9M -$9.77K -57 -0%
BCM
1086
Bridgeway Capital Management
Texas
$33.9M +$1.98M +11,526 +6%
APP
1087
Avantax Planning Partners
Iowa
$33.9M +$4.53M +26,437 +15%
WP
1088
Wedgewood Partners
Missouri
$33.8M -$400K -2,110 -1%
GAM
1089
Griffin Asset Management
New York
$33.8M +$854K +4,980 +3%
CF
1090
Cypress Funds
California
$33.7M -$8.92M -52,000 -21%
DLA
1091
Douglas Lane & Associates
New York
$33.6M -$1.22M -7,091 -3%
SLI
1092
Sumitomo Life Insurance
Japan
$33.6M -$6.93M -40,217 -17%
EWM
1093
Edge Wealth Management
New York
$33.6M -$97.2K -567 -0.3%
CB
1094
Cadence Bank
Mississippi
$33.6M +$267K +1,558 +0.8%
CIS
1095
Capital International Sarl
California
$33.5M +$6.18M +36,019 +23%
YL
1096
YCG LLC
Texas
$33.5M +$4.25M +24,926 +15%
AAS
1097
Annex Advisory Services
Wisconsin
$33.4M -$1.46M -8,531 -4%
CFP
1098
Cascade Financial Partners
California
$33.4M +$33.4M +189,141 New
CT
1099
Coastline Trust
Rhode Island
$33.3M +$2.04M +11,921 +7%
SH
1100
Spear Holdings
United Arab Emirates
$33.2M +$33.2M +193,900 New