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 %
PMFA
1751
Plante Moran Financial Advisors
Michigan
$15.8M -$728K -4,246 -4%
JCM
1752
Jacobi Capital Management
Pennsylvania
$15.8M -$463K -2,698 -3%
FPB
1753
First PREMIER Bank
South Dakota
$15.8M -$98.4K -574 -0.6%
MFA
1754
Mayflower Financial Advisors
Massachusetts
$15.8M -$744K -4,558 -5%
PP
1755
PDS Planning
Ohio
$15.8M +$23.7K +138 +0.2%
HCP
1756
Holt Capital Partners
Texas
$15.8M -$673K -3,924 -4%
RFMS
1757
RWQ Financial Management Services
Florida
$15.7M +$4.35M +25,362 +38%
NBT
1758
Northwest Bank & Trust
Iowa
$15.7M -$1.91M -11,230 -11%
AP
1759
Adero Partners
California
$15.7M -$1.4M -8,170 -8%
KFA
1760
Kapstone Financial Advisors
Ohio
$15.7M -$174K -1,016 -1%
GAA
1761
Guardian Asset Advisors
Pennsylvania
$15.7M -$250K -1,455 -2%
PMAM
1762
Picton Mahoney Asset Management
Ontario, Canada
$15.7M +$53.2K +310 +0.3%
RA
1763
Riversedge Advisors
Delaware
$15.7M +$8.66M +50,488 +124%
RPGK
1764
Retirement Planning Group (Kansas)
Kansas
$15.7M +$960K +5,596 +7%
SCM
1765
Stevens Capital Management
Pennsylvania
$15.6M +$15.6M +91,232 New
CWA
1766
Canvas Wealth Advisors
Kansas
$15.6M +$727K +4,330 +5%
RMAM
1767
Raab & Moskowitz Asset Management
New Jersey
$15.6M +$524K +3,054 +3%
BCM
1768
Bienville Capital Management
New York
$15.6M -$403K -2,352 -3%
WIM
1769
Westside Investment Management
California
$15.6M -$630K -3,688 -4%
NW
1770
Naviter Wealth
Arkansas
$15.6M +$3.16M +18,441 +25%
ECM
1771
EagleClaw Capital Management
Massachusetts
$15.6M -$500K -2,915 -3%
OBWG
1772
Onyx Bridge Wealth Group
New York
$15.6M +$132K +781 +0.9%
AIA
1773
AIMZ Investment Advisors
California
$15.6M -$369K -2,149 -2%
UCMOK
1774
United Capital Management of KS
Kansas
$15.6M +$307K +1,790 +2%
CWC
1775
Carolinas Wealth Consulting
North Carolina
$15.6M -$266K -1,549 -2%