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 %
GBT
1226
Grove Bank & Trust
Florida
$28M -$1.57M -9,153 -5%
DBG
1227
De Burlo Group
Massachusetts
$28M -$1.92M -11,213 -6%
GLLW
1228
Graves Light Lenhart Wealth
Virginia
$28M -$825K -4,813 -3%
MCM
1229
Mitchell Capital Management
Kansas
$27.9M -$1.43M -8,350 -5%
CWM
1230
Cabot Wealth Management
Massachusetts
$27.9M +$35.7K +208 +0.1%
SCA
1231
STALEY CAPITAL ADVISERS
Pennsylvania
$27.9M -$3.77K -22 -0%
WWM
1232
Westwood Wealth Management
California
$27.9M +$1.9M +11,108 +7%
DAM
1233
Draper Asset Management
New York
$27.8M -$1.24M -7,322 -4%
LW
1234
Linscomb Wealth
Texas
$27.8M -$247K -1,439 -0.9%
P
1235
Pitcairn
Pennsylvania
$27.8M -$293K -1,706 -1%
NG
1236
Northstar Group
New York
$27.8M -$588K -3,428 -2%
CCM
1237
Condor Capital Management
New Jersey
$27.8M -$748K -4,363 -3%
KC
1238
Knuff & Co
California
$27.7M -$196K -1,144 -0.7%
WCF
1239
West Coast Financial
California
$27.7M -$116K -675 -0.4%
CCM
1240
Conway Capital Management
California
$27.6M -$810K -4,725 -3%
KCPG
1241
Kavar Capital Partners Group
Kansas
$27.6M -$25.3M -147,316 -48%
PS
1242
Principal Securities
Iowa
$27.6M +$2.19M +12,750 +9%
CCFCSB
1243
Cape Cod Five Cents Savings Bank
Massachusetts
$27.5M -$411K -2,395 -1%
PTC
1244
Private Trust Company
Ohio
$27.4M -$425K -2,481 -2%
WIM
1245
Wittenberg Investment Management
Massachusetts
$27.4M
Group One Trading
1246
Group One Trading
Illinois
$27.4M -$9.75M -56,836 -26%
PJSIMP
1247
P.J. Schmidt Investment Management (PJS)
Wisconsin
$27.3M +$335K +1,955 +1%
KJWM
1248
Kiley Juergens Wealth Management
Washington
$27.3M -$503K -2,933 -2%
GIM
1249
Goelzer Investment Management
Indiana
$27.2M +$956K +5,573 +4%
SAM
1250
Sompo Asset Management
Japan
$27.2M +$1.3M +7,565 +5%