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 %
MTIC
1276
Missouri Trust & Investment Company
Missouri
$26.2M -$1.41M -8,230 -5%
RCAG
1277
Rehmann Capital Advisory Group
Michigan
$26.2M -$127K -743 -0.5%
SIG
1278
Sargent Investment Group
Maryland
$26.2M -$3.73M -21,771 -12%
FFBTD
1279
First Financial Bank - Trust Division
Ohio
$26.1M -$3.11M -18,145 -11%
SWM
1280
Segment Wealth Management
Texas
$26.1M +$1.26M +7,337 +5%
TB
1281
Terril Brothers
Missouri
$26.1M -$3.09K -18 -0%
AFA
1282
Abacus FCF Advisors
Florida
$26.1M +$2.07M +12,071 +9%
LWL
1283
Leo Wealth LLC
Texas
$26M +$577K +3,381 +2%
UAS
1284
United Asset Strategies
New York
$26M -$800K -4,666 -3%
PCA
1285
Prosperity Capital Advisors
Ohio
$26M +$11.1M +64,961 +75%
QPWM
1286
Quadrant Private Wealth Management
Pennsylvania
$26M +$384K +2,242 +2%
GCA
1287
Greenwood Capital Associates
South Carolina
$25.9M -$1.11M -6,467 -4%
GAM
1288
Guinness Asset Management
United Kingdom
$25.9M +$2.19M +12,774 +9%
CWM
1289
Chemistry Wealth Management
New York
$25.9M -$309K -1,801 -1%
TW
1290
Trajan Wealth
Arizona
$25.9M +$25.9M +150,955 New
AHC
1291
Anderson Hoagland & Co
Missouri
$25.9M -$226K -1,346 -0.9%
OAM
1292
Ostrum Asset Management
France
$25.9M -$2.68M -15,636 -9%
SAM
1293
Smithbridge Asset Management
Pennsylvania
$25.8M -$1.21M -7,080 -4%
TAIM
1294
Te Ahumairangi Investment Management
New Zealand
$25.8M +$3.5M +20,430 +16%
B
1295
BetterWealth
California
$25.8M -$511K -2,980 -2%
SFM
1296
Signet Financial Management
New Jersey
$25.8M -$171 -1 -0%
CAAS
1297
Capital Asset Advisory Services
Michigan
$25.8M +$1.4M +8,246 +6%
MBTD
1298
Mechanics Bank - Trust Department
California
$25.8M -$97.2K -567 -0.4%
MNBTD
1299
Moody National Bank Trust Division
Texas
$25.8M +$153K +892 +0.6%
OFS
1300
OMC Financial Services
New York
$25.8M +$25.8M +150,178 New