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 %
1SB
1201
1ST Source Bank
Indiana
$28.9M -$1.57M -9,145 -5%
PIA
1202
Perennial Investment Advisors
California
$28.8M -$709K -4,135 -2%
CAM
1203
Cozad Asset Management
Illinois
$28.8M +$245K +1,426 +0.9%
BWM
1204
Buckley Wealth Management
Nevada
$28.8M -$147K -858 -0.5%
CIS
1205
Connors Investor Services
Pennsylvania
$28.8M -$1.9M -11,081 -6%
CP
1206
Cumberland Partners
Ontario, Canada
$28.7M +$2.03M +11,815 +8%
WP
1207
Westmount Partners
California
$28.7M -$128K -747 -0.4%
GAB
1208
German American Bancorp
Indiana
$28.7M -$4.25M -24,809 -13%
WPC
1209
Waters Parkerson & Co
Louisiana
$28.6M -$164K -959 -0.6%
ORAM
1210
One River Asset Management
Connecticut
$28.6M +$28.5M +166,311 +90,386%
SMC
1211
Smith, Moore & Co
Missouri
$28.5M -$137K -801 -0.5%
GGI
1212
Godsey & Gibb Inc
Virginia
$28.5M -$14.6K -85 -0.1%
SAG
1213
SageView Advisory Group
California
$28.5M -$3.61M -21,072 -11%
HAIM
1214
Hunter Associates Investment Management
Pennsylvania
$28.5M +$497K +2,898 +2%
WI
1215
Wintrust Investments
Illinois
$28.4M -$3.29M -19,205 -10%
CA
1216
Callahan Advisors
Texas
$28.4M -$2M -11,669 -7%
WPA
1217
Winning Points Advisors
Florida
$28.4M
CFA
1218
Capstone Financial Advisors
Illinois
$28.4M -$282K -1,645 -1%
PIM
1219
Progressive Investment Management
Oregon
$28.4M -$5.32M -31,052 -16%
BBA
1220
Baader Bank Aktiengesellschaft
Germany
$28.3M +$9.07M +52,871 +47%
PIP
1221
Peachtree Investment Partners
Florida
$28.3M -$2.44M -14,256 -8%
NFG
1222
Nadler Financial Group
Illinois
$28.2M -$323K -1,884 -1%
KLWA
1223
Kelly Lawrence W & Associates
California
$28.2M -$2.56M -14,948 -8%
MHS
1224
M Holdings Securities
Oregon
$28.1M -$5.39M -31,438 -16%
MCCA
1225
Mill Creek Capital Advisors
Pennsylvania
$28M -$4.56M -26,601 -14%