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 %
CAM
1401
Centre Asset Management
New York
$22.8M -$2.25M -13,140 -9%
CCM
1402
Chickasaw Capital Management
Tennessee
$22.8M +$524K +3,055 +2%
LOAME
1403
Lombard Odier Asset Management (Europe)
United Kingdom
$22.8M -$3.99M -23,287 -15%
FFA
1404
Founders Financial Alliance
North Carolina
$22.8M +$234K +1,366 +1%
AIMC
1405
Alley Investment Management Company
Illinois
$22.8M -$674K -3,930 -3%
AHB
1406
Abner Herrman & Brock
New Jersey
$22.7M -$1.38M -8,062 -6%
BCM
1407
Bowie Capital Management
Texas
$22.7M +$6.83M +39,822 +43%
CWS
1408
Cypress Wealth Services
California
$22.6M -$129K -755 -0.6%
IIA
1409
IPG Investment Advisors
California
$22.6M -$5.6M -32,645 -20%
JC
1410
JB Capital
Connecticut
$22.6M +$2.42M +14,084 +12%
CG
1411
CFO4Life Group
Texas
$22.6M -$571K -3,330 -2%
LSV Asset Management
1412
LSV Asset Management
Illinois
$22.6M
SEP
1413
Southland Equity Partners
Missouri
$22.5M +$30.7K +179 +0.1%
PWW
1414
Pettyjohn Wood & White
Virginia
$22.5M +$158K +924 +0.7%
CT
1415
Colonial Trust
South Carolina
$22.5M -$623K -3,636 -3%
AC
1416
Addenda Capital
Quebec, Canada
$22.4M -$1.44M -8,419 -6%
AMBIA
1417
Allen Mooney & Barnes Investment Advisors
Georgia
$22.4M -$8.7M -49,724 -28%
LA
1418
LVW Advisors
New York
$22.4M -$221K -1,286 -1%
SPC
1419
Spirepoint Private Client
Florida
$22.4M +$22.4M +130,450 New
TNA
1420
True North Advisors
Texas
$22.3M -$890K -5,188 -4%
OCAM
1421
Onex Canada Asset Management
Ontario, Canada
$22.3M -$2.42M -14,117 -10%
PA
1422
Perennial Advisors
New York
$22.3M -$249K -1,450 -1%
NIM
1423
Nicollet Investment Management
Minnesota
$22.3M -$496K -2,895 -2%
CIA
1424
CCM Investment Advisers
South Carolina
$22.3M -$429K -2,503 -2%
Harris Associates
1425
Harris Associates
Illinois
$22.3M -$1.51M -8,801 -6%