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 %
SCA
1301
Sander Capital Advisors
Washington
$25.7M -$2.48M -14,473 -9%
CCB
1302
Country Club Bank
Missouri
$25.7M -$314K -1,833 -1%
SFG
1303
SNS Financial Group
Minnesota
$25.7M -$241K -1,407 -0.9%
CIC
1304
Concord Investment Counsel
California
$25.7M +$25.7M +149,879 New
HWM
1305
Hemington Wealth Management
Virginia
$25.7M +$373K +2,175 +1%
RIA
1306
Realta Investment Advisors
Delaware
$25.7M -$1.13M -6,610 -4%
CWS
1307
Confluence Wealth Services
Pennsylvania
$25.7M +$1.02M +5,975 +4%
NFGCM
1308
Norman Fields Gottscho Capital Management
New York
$25.6M -$491K -2,866 -2%
DAM
1309
Diamant Asset Management
Connecticut
$25.6M -$195K -1,140 -0.8%
BSI
1310
Bennett Selby Investments
Maine
$25.6M +$155K +901 +0.6%
KIA
1311
Knollwood Investment Advisory
Maryland
$25.5M
LCM
1312
Lazari Capital Management
California
$25.5M -$1.35M -7,889 -5%
VNA
1313
Valley National Advisers
Pennsylvania
$25.5M -$4.19M -24,408 -14%
CI
1314
CX Institutional
Indiana
$25.5M +$6.61M +38,562 +35%
NAS
1315
Nicolet Advisory Services
Wisconsin
$25.5M -$261K -1,537 -1%
HA
1316
Harbor Advisors
Florida
$25.4M
LGWM
1317
Litman Gregory Wealth Management
California
$25.4M +$234K +1,363 +0.9%
MIM
1318
Manitou Investment Management
Ontario, Canada
$25.4M +$32.8K +191 +0.1%
GIP
1319
Greatmark Investment Partners
Georgia
$25.3M +$48.5K +283 +0.2%
HH
1320
Hilltop Holdings
Texas
$25.3M -$1.9M -11,054 -7%
HR
1321
Howe & Rusling
New York
$25.3M +$376K +2,193 +2%
ZAM
1322
Zevin Asset Management
Massachusetts
$25.3M +$402K +2,345 +2%
FA
1323
Fiduciary Alliance
South Carolina
$25.2M -$868K -5,104 -3%
MMPW
1324
Mitchell McLeod Pugh & Williams
Alabama
$25.1M -$565K -3,294 -2%
RP
1325
Rowlandmiller & Partners
Georgia
$25.1M +$72.9K +425 +0.3%