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 %
SIM
1551
Stratos Investment Management
Ohio
$19.5M -$1.73M -10,073 -8%
BA
1552
Ballast Advisors
Minnesota
$19.5M -$508K -2,961 -3%
NHC
1553
Nicholas Hoffman & Company
Georgia
$19.5M -$610K -3,559 -3%
IG
1554
Ithaka Group
Virginia
$19.5M -$1.37M -7,984 -7%
HFS
1555
Haverford Financial Services
Pennsylvania
$19.4M -$68.9K -402 -0.4%
GC
1556
GFG Capital
Florida
$19.4M +$1.83M +10,696 +10%
OA
1557
Oak Associates
Ohio
$19.4M
PCA
1558
Peddock Capital Advisors
Massachusetts
$19.3M -$72K -420 -0.4%
AF
1559
Advisornet Financial
Minnesota
$19.3M -$15M -87,345 -44%
AIMA
1560
Ables Iannone Moore & Associates
Georgia
$19.3M +$199K +1,162 +1%
GIA
1561
Guyasuta Investment Advisors
Pennsylvania
$19.3M
RBC
1562
Romano Brothers & Co
Illinois
$19.3M +$42.4K +247 +0.2%
WCM
1563
Whitener Capital Management
North Carolina
$19.3M -$757K -4,412 -4%
AWM
1564
Absher Wealth Management
North Carolina
$19.3M +$116K +676 +0.6%
PSFG
1565
Prairie Sky Financial Group
Illinois
$19.2M +$94K +548 +0.5%
ECG
1566
Edge Capital Group
Georgia
$19.2M -$1.66M -9,684 -8%
PCG
1567
Prosperity Consulting Group
Maryland
$19.2M +$8.58M +50,015 +81%
DCM
1568
Decatur Capital Management
Georgia
$19.2M -$191K -1,112 -1%
BHCM
1569
Brevan Howard Capital Management
Jersey
$19.2M +$10.8M +63,182 +130%
TCA
1570
Trifecta Capital Advisors
Illinois
$19.2M -$1.35M -7,852 -7%
BMWM
1571
Brown Miller Wealth Management
Virginia
$19.1M -$305K -1,778 -2%
JSC
1572
Jackson Square Capital
California
$19.1M -$761K -4,439 -4%
HB
1573
HTLF Bank
Colorado
$19.1M -$937K -5,465 -5%
WIC
1574
Willis Investment Counsel
Georgia
$19.1M -$541K -3,154 -3%
WCA
1575
Westover Capital Advisors
Delaware
$19M -$419K -2,445 -2%