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 %
JCM
1651
Janney Capital Management
Pennsylvania
$17.4M -$804K -4,689 -4%
NAMM
1652
NorthStar Asset Management (Massachusetts)
Massachusetts
$17.4M -$432K -2,518 -2%
GIM
1653
Guardian Investment Management
California
$17.4M -$2.8M -16,354 -14%
CD
1654
Chapin Davis
Maryland
$17.4M -$1.54M -8,955 -8%
BOPW
1655
Brandywine Oak Private Wealth
Pennsylvania
$17.3M -$132K -769 -0.8%
IF
1656
Intrua Financial
Texas
$17.3M -$1.81M -10,551 -9%
MW
1657
MBL Wealth
North Carolina
$17.3M +$21.9K +128 +0.1%
MSAM
1658
Moloney Securities Asset Management
Missouri
$17.3M -$937K -5,466 -5%
PCTC
1659
Perkins Coie Trust Company
Washington
$17.3M +$127K +741 +0.7%
MA
1660
MONECO Advisors
Connecticut
$17.3M -$325K -1,896 -2%
WRPWM
1661
Werba Rubin Papier Wealth Management
California
$17.3M +$1.24M +7,232 +8%
CCC
1662
Chelsea Counsel Company
California
$17.3M -$2.29M -13,333 -12%
JWM
1663
Jeppson Wealth Management
California
$17.3M -$128K -744 -0.7%
WC
1664
Weil Company
California
$17.2M -$313K -1,828 -2%
AMG
1665
Asset Management Group
Connecticut
$17.2M -$173K -1,008 -1%
SDJVC
1666
St. Denis J. Villere & Co
Louisiana
$17.2M -$286K -1,668 -2%
APG
1667
Abacus Planning Group
South Carolina
$17.2M -$1.8M -10,500 -9%
EIP
1668
Ellis Investment Partners
Pennsylvania
$17.2M -$4.29K -25 -0%
SCM
1669
SOL Capital Management
Maryland
$17.2M +$344K +2,005 +2%
CLC
1670
Charles-Lim Capital
Hong Kong
$17.1M +$17.1M +100,000 New
ODG
1671
O'Dell Group
Ohio
$17.1M -$28.3K -165 -0.2%
HI
1672
Horizon Investments
North Carolina
$17.1M +$119K +697 +0.7%
WC
1673
Westhampton Capital
North Carolina
$17.1M -$15.3K -89 -0.1%
SM
1674
STF Management
Texas
$17M -$465K -2,709 -3%
SWM
1675
Stockman Wealth Management
Montana
$17M +$1.54K +9 +0%