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 %
HPIA
1676
Hamilton Point Investment Advisors
North Carolina
$17M -$481K -2,806 -3%
FFWA
1677
FRG Family Wealth Advisors
Washington
$17M +$49.2K +289 +0.3%
LIM
1678
Lathrop Investment Management
Arkansas
$17M -$37.2K -217 -0.2%
CPA
1679
Capital Planning Advisors
California
$16.9M -$672K -3,918 -4%
AFM
1680
Armstrong Fleming & Moore
District of Columbia
$16.9M -$169K -988 -1%
MCG
1681
McCollum Christoferson Group
New York
$16.9M -$332K -1,938 -2%
SC
1682
Slow Capital
California
$16.9M -$723K -4,218 -4%
NAMA
1683
Nikko Asset Management Americas
New York
$16.9M -$1.25M -7,299 -7%
CAM
1684
Covenant Asset Management
New Jersey
$16.9M -$235K -1,372 -1%
SC
1685
Sepio Capital
Utah
$16.9M -$747K -4,359 -4%
MCP
1686
Mirador Capital Partners
California
$16.9M +$537K +3,130 +3%
SC
1687
Schubert & Co
Texas
$16.8M -$37.7K -220 -0.2%
HIC
1688
Harbor Island Capital
Massachusetts
$16.8M -$137K -800 -0.8%
PCH
1689
PGIM Custom Harvest
New Jersey
$16.7M +$624K +3,637 +4%
FM
1690
Family Management
New York
$16.7M -$243K -1,415 -1%
AAA
1691
Adams Asset Advisors
Texas
$16.7M -$308K -1,795 -2%
TGCMU
1692
Titan Global Capital Management USA
New York
$16.7M -$24.4K -142 -0.1%
PCA
1693
Providence Capital Advisors
North Carolina
$16.6M +$887K +5,172 +6%
NM
1694
NWI Management
New York
$16.6M +$16.6M +97,000 New
HWM
1695
HFR Wealth Management
New York
$16.6M -$26.1K -152 -0.2%
PCMK
1696
Paragon Capital Management (Kansas)
Kansas
$16.6M -$267K -1,557 -2%
CCMW
1697
Cypress Capital Management (Wyoming)
Wyoming
$16.5M -$137K -798 -0.8%
UAM
1698
UAS Asset Management
New York
$16.5M -$12.7M -74,262 -44%
THWM
1699
Taylor Hoffman Wealth Management
Virginia
$16.5M -$350K -2,042 -2%
BBNA
1700
Bremer Bank National Association
Minnesota
$16.5M -$1.01M -5,910 -6%