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 %
CFG
1351
Cooper Financial Group
California
$24.2M -$993K -5,790 -4%
SWK
1352
Stephen W. Kidder
$24.2M -$818K -4,770 -3%
IC
1353
Inscription Capital
Texas
$24.2M +$3.55M +20,721 +17%
GI
1354
GAMCO Investors
Connecticut
$24.2M -$2.94M -17,174 -11%
RIA
1355
Regal Investment Advisors
Michigan
$24.1M -$739K -4,312 -3%
WPP
1356
Whalerock Point Partners
Rhode Island
$24.1M -$854K -4,982 -3%
BA
1357
Bridgewater Advisors
New York
$24.1M +$13K +76 +0.1%
LWANC
1358
Laurel Wealth Advisors (North Carolina)
North Carolina
$24M +$404K +2,358 +2%
FFO
1359
Fortitude Family Office
Arizona
$24M -$1.06M -6,191 -4%
IB
1360
Intrust Bank
Kansas
$24M -$1.11M -6,450 -4%
WSCM
1361
Wellington Shields Capital Management
New York
$23.9M -$575K -3,355 -2%
SC
1362
Syon Capital
California
$23.9M -$24.5M -142,827 -51%
CC
1363
Callan Capital
California
$23.9M +$270K +1,577 +1%
MAA
1364
Matrix Asset Advisors
New York
$23.9M +$74.1K +432 +0.3%
EFG
1365
Embree Financial Group
Illinois
$23.9M -$874K -5,094 -4%
GGS
1366
Galvin Gaustad & Stein
Arizona
$23.9M +$3.67M +21,425 +18%
RWS
1367
Resolute Wealth Strategies
Mississippi
$23.8M -$240K -1,400 -1%
FCIM
1368
Fairview Capital Investment Management
California
$23.8M +$339K +1,977 +1%
SBH
1369
Segall Bryant & Hamill
Illinois
$23.8M -$510K -2,977 -2%
CF
1370
Clarity Financial
Texas
$23.8M +$3.19M +18,626 +16%
LPAM
1371
Lodestar Private Asset Management
California
$23.7M -$843K -4,914 -3%
JAM
1372
JCIC Asset Management
Ontario, Canada
$23.7M +$53.1K +310 +0.2%
CNBT
1373
Canandaigua National Bank & Trust
New York
$23.7M -$450K -2,622 -2%
PCM
1374
Princeton Capital Management
New Jersey
$23.7M -$907K -5,292 -4%
NAM
1375
NTV Asset Management
West Virginia
$23.6M -$235K -1,370 -1%