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 %
LT
1726
Legacy Trust
Michigan
$16.2M -$3.91M -22,819 -19%
RRA
1727
Round Rock Advisors
Connecticut
$16.1M -$1.01M -5,871 -6%
IIM
1728
Ipswich Investment Management
Massachusetts
$16.1M -$1.31M -7,645 -8%
FWTB
1729
First Western Trust Bank
Colorado
$16.1M -$3.85M -22,477 -19%
SMA
1730
Sage Mountain Advisors
Georgia
$16.1M -$1.06M -6,175 -6%
Temasek Holdings
1731
Temasek Holdings
Singapore
$16.1M +$11.3M +65,764 +233%
ZIG
1732
Zuckerman Investment Group
Illinois
$16.1M +$577K +3,363 +4%
LCM
1733
Liberty Capital Management
Michigan
$16.1M -$412K -2,404 -2%
FNB
1734
Farmers National Bank
Kentucky
$16.1M -$102K -594 -0.6%
LFG
1735
Larson Financial Group
Missouri
$16.1M +$733K +4,274 +5%
RWM
1736
Rench Wealth Management
Texas
$16.1M -$280K -1,633 -2%
PMG
1737
ProVise Management Group
Florida
$16.1M -$1.96M -11,426 -11%
CPBTD
1738
Central Pacific Bank - Trust Division
Hawaii
$16.1M +$16.1M +94,480 New
WIA
1739
Westbourne Investment Advisors
Maryland
$16.1M +$126K +737 +0.8%
GEM
1740
Global Endowment Management
North Carolina
$16.1M
AWM
1741
Aries Wealth Management
Maine
$16M -$234K -1,365 -1%
ATI
1742
Act Two Investors
California
$16M -$606K -3,532 -4%
RLIM
1743
Red Lighthouse Investment Management
New York
$16M -$56.1K -327 -0.3%
BAM
1744
Brave Asset Management
New Jersey
$16M +$88.7K +517 +0.6%
TFA
1745
Toth Financial Advisory
Virginia
$16M -$19.9K -116 -0.1%
CCWA
1746
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.9M +$2.11M +12,288 +15%
WMA
1747
Wealth Management Associates
New Jersey
$15.9M -$588K -2,792 -4%
Financial Engines Advisors
1748
Financial Engines Advisors
California
$15.9M -$1.6M -9,311 -9%
SCA
1749
St. Clair Advisors
Ohio
$15.9M -$28.8K -168 -0.2%
FIB
1750
First Interstate Bank
Montana
$15.9M -$879K -5,127 -5%