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 %
AT
1251
Arvest Trust
Oklahoma
$27.1M +$2.05M +11,936 +8%
CAC
1252
Core Alternative Capital
Georgia
$27.1M -$573K -3,341 -2%
CANY
1253
Caxton Associates (New York)
New York
$27.1M +$13.3M +77,819 +97%
CCP
1254
Clarkston Capital Partners
Michigan
$27.1M -$98.9K -577 -0.4%
FNBTCON
1255
First National Bank & Trust Co of Newtown
Pennsylvania
$27M -$253K -1,473 -0.9%
SSA
1256
South Street Advisors
New York
$27M +$135K +789 +0.5%
CIAS
1257
Capital Investment Advisory Services
North Carolina
$26.9M +$16.6K +97 +0.1%
CF
1258
Centaurus Financial
California
$26.9M +$2.3M +13,419 +9%
WAG
1259
Winthrop Advisory Group
Massachusetts
$26.8M -$351K -2,047 -1%
TW
1260
TrinityPoint Wealth
Connecticut
$26.8M -$2.65M -15,459 -9%
SF
1261
Summit Financial
New Jersey
$26.7M -$2.2M -12,848 -8%
OAM
1262
Oak Asset Management
California
$26.7M +$262K +1,525 +1%
BWA
1263
Bordeaux Wealth Advisors
California
$26.6M -$13.5M -78,496 -34%
MIP
1264
Marietta Investment Partners
Wisconsin
$26.5M -$1.58M -9,228 -6%
CI
1265
Cigna Investments
Connecticut
$26.5M -$777K -4,533 -3%
HCM
1266
Hutchinson Capital Management
California
$26.5M +$46.3K +270 +0.2%
GI
1267
GLOBALT Investments
Georgia
$26.5M -$7.7M -44,910 -23%
SDWIA
1268
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$26.5M -$949K -5,532 -3%
SFG
1269
SevenBridge Financial Group
Pennsylvania
$26.5M -$475K -2,590 -2%
CW
1270
CreativeOne Wealth
Kansas
$26.5M +$9.79M +57,090 +59%
TPWA
1271
TRUE Private Wealth Advisors
Oregon
$26.4M -$1.6M -9,325 -6%
WBC
1272
West Branch Capital
Massachusetts
$26.4M +$2.09M +12,213 +9%
SB
1273
Strategic Blueprint
Georgia
$26.4M -$6.69K -39 -0%
JCM
1274
Jag Capital Management
Missouri
$26.4M -$9.61M -56,047 -27%
UIA
1275
UG Investment Advisers
Taiwan
$26.2M +$26.2M +152,995 New