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 %
GFP
1326
Gryphon Financial Partners
Ohio
$25M -$255K -1,486 -1%
KFS
1327
Kurt F. Somerville
$25M +$10.8K +63 +0%
ACM
1328
Ardent Capital Management
Ohio
$25M +$10.3K +60 +0%
Koshinski Asset Management
1329
Koshinski Asset Management
Illinois
$25M +$1.97M +11,449 +9%
MCWS
1330
McKinley Carter Wealth Services
West Virginia
$25M +$590K +3,439 +2%
FMTC
1331
Farmers & Merchants Trust Company
California
$24.9M -$695K -4,055 -3%
IA
1332
IFG Advisory
Georgia
$24.9M -$1.05M -6,146 -4%
CGL
1333
Clarius Group LLC
Washington
$24.9M -$84.4K -492 -0.3%
SFG
1334
Sowa Financial Group
Rhode Island
$24.9M
AWP
1335
Ascent Wealth Partners
New York
$24.8M -$1.44M -8,400 -5%
SHGA
1336
Sand Hill Global Advisors
California
$24.8M -$1.52M -8,841 -6%
FG
1337
Foster Group
Iowa
$24.8M -$139K -810 -0.6%
AMM
1338
American Money Management
California
$24.7M -$201K -1,170 -0.8%
FTIS
1339
First Trust Investment Solutions
Florida
$24.7M +$3.66M +21,367 +17%
HCM
1340
Hilton Capital Management
New York
$24.7M -$493K -2,873 -2%
JIR
1341
James Investment Research
Ohio
$24.6M -$1.48M -8,650 -6%
DP
1342
Dundas Partners
United Kingdom
$24.6M
CIA
1343
Covington Investment Advisors
Pennsylvania
$24.6M +$36K +210 +0.1%
HKIM
1344
Hayek Kallen Investment Management
Alabama
$24.6M -$113K -658 -0.5%
SIAP
1345
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24.6M -$415K -2,420 -2%
FRA
1346
Front Row Advisors
California
$24.6M -$99.3K -579 -0.4%
MCA
1347
Martin Capital Advisors
Texas
$24.4M -$177K -1,030 -0.7%
MFG
1348
MidWestOne Financial Group
Iowa
$24.3M -$499K -2,912 -2%
HFS
1349
Howard Financial Services
Texas
$24.3M +$6.55M +38,170 +37%
HBT
1350
Hills Bank & Trust
Iowa
$24.2M -$816K -4,760 -3%