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 %
SAM
1101
SP Asset Management
California
$33.2M +$193K +1,125 +0.6%
TYCC
1102
Texas Yale Capital Corp
Florida
$33.2M +$8.06K +47 +0%
RP
1103
Rice Partnership
Hawaii
$33.1M -$1.14M -6,621 -3%
AF
1104
Apexium Financial
Texas
$33.1M -$26.4M -154,040 -44%
SRC
1105
Shufro Rose & Co
New York
$33.1M +$298K +1,738 +0.9%
AWM
1106
Avitas Wealth Management
California
$33M -$547K -3,190 -2%
ANBT
1107
American National Bank & Trust
Texas
$33M +$4.09M +23,827 +14%
WPC
1108
Wedmont Private Capital
Pennsylvania
$32.9M +$200K +1,179 +0.6%
IPW
1109
Invictus Private Wealth
Colorado
$32.9M -$572K -3,337 -2%
NAMP
1110
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$32.7M -$617K -3,600 -2%
VA
1111
Valmark Advisers
Ohio
$32.6M +$2.11M +12,323 +7%
SPC
1112
Stewart & Patten Company
California
$32.5M -$474K -2,766 -1%
MME
1113
Meag Munich Ergo
Germany
$32.5M -$1.22M -7,093 -4%
WTB
1114
Washington Trust Bank
Washington
$32.4M -$207K -1,206 -0.6%
EWA
1115
EverSource Wealth Advisors
Alabama
$32.3M +$3.59M +21,078 +13%
AWE
1116
Avidian Wealth Enterprises
Texas
$32.3M +$841K +4,904 +3%
NS
1117
NBC Securities
Alabama
$32.2M -$375K -2,188 -1%
RSVP
1118
Ramsay Stattman Vela & Price
Colorado
$32.2M -$835K -4,869 -3%
CCWM
1119
Cassaday & Co Wealth Management
Virginia
$32.2M -$1.13M -6,579 -3%
SC
1120
Saybrook Capital
North Carolina
$32.2M -$400K -2,330 -1%
LMKC
1121
L.M. Kohn & Company
Ohio
$32.1M +$8.92K +52 +0%
NFG
1122
Nations Financial Group
Iowa
$32.1M -$1.16M -6,779 -3%
NC
1123
NZS Capital
Colorado
$32M -$8.02M -46,778 -20%
UBV
1124
United Bank (Virginia)
Virginia
$32M -$4.17M -24,308 -12%
AMCA
1125
Arthur M. Cohen & Associates
Illinois
$32M -$667K -3,897 -2%