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 %
SXL
1526
Summit X LLC
Missouri
$20M -$1.05M -6,149 -5%
SP
1527
Symmetry Partners
Connecticut
$20M +$593K +3,456 +3%
ANBTV
1528
American National Bank & Trust (Virginia)
Virginia
$20M +$20M +116,344 New
AA
1529
Auxano Advisors
Washington
$20M +$7.87M +45,913 +65%
CWM
1530
Concentrum Wealth Management
California
$19.9M -$687K -4,006 -3%
SSI
1531
Scott & Selber Inc
Texas
$19.9M +$22.5K +131 +0.1%
MIM
1532
Morningstar Investment Management
Illinois
$19.9M
JRP
1533
Jasper Ridge Partners
California
$19.8M +$19.5M +113,600 +5,746%
MWM
1534
Mattern Wealth Management
Kansas
$19.8M -$129K -750 -0.6%
ERWM
1535
Elk River Wealth Management
Colorado
$19.8M -$2.53M -14,746 -11%
ALC
1536
Alexander Labrunerie & Co
Missouri
$19.8M +$19.8M +115,259 New
GC
1537
Garde Capital
Washington
$19.7M -$947K -5,523 -5%
RWM
1538
RKL Wealth Management
Pennsylvania
$19.7M +$410K +2,389 +2%
PSP
1539
Principal Street Partners
Tennessee
$19.7M +$150K +821 +0.8%
CA
1540
Claro Advisors
Massachusetts
$19.7M -$128K -749 -0.6%
VV
1541
Verity & Verity
South Carolina
$19.7M -$4.52M -26,383 -19%
B
1542
Bellecapital
Switzerland
$19.7M -$375K -2,185 -2%
PT
1543
Plimoth Trust
Massachusetts
$19.7M +$58.1K +339 +0.3%
DFO
1544
Duquesne Family Office
New York
$19.7M +$19.7M +114,700 New
BIC
1545
Beach Investment Counsel
Pennsylvania
$19.7M
SAM
1546
Synergy Asset Management
Washington
$19.6M +$5.33M +31,079 +37%
PWMG
1547
Prestige Wealth Management Group
New Jersey
$19.6M -$514K -2,995 -3%
BFW
1548
Brady Family Wealth
Missouri
$19.6M -$716K -4,177 -4%
CCM
1549
Copeland Capital Management
Pennsylvania
$19.6M -$3.1M -18,053 -14%
TS
1550
Tamar Securities
California
$19.5M +$8.23K +48 +0%