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 %
RIG
1776
Renaissance Investment Group
Massachusetts
$15.5M -$902K -5,262 -5%
ORC
1777
O'Rourke & Company
Massachusetts
$15.5M +$261K +1,524 +2%
NCM
1778
Nelson Capital Management
California
$15.5M -$1.63M -9,483 -9%
MAWCM
1779
Mine & Arao Wealth Creation & Management
California
$15.5M +$14.7K +86 +0.1%
MA
1780
MCF Advisors
Kentucky
$15.5M -$273K -1,591 -2%
MWM
1781
Merriman Wealth Management
Washington
$15.5M +$118K +689 +0.8%
MJP
1782
Michael J. Puzo
$15.5M +$661K +3,856 +4%
NPF
1783
Norris Perne & French
Michigan
$15.5M -$446K -2,601 -3%
PR
1784
Payden & Rygel
California
$15.5M +$13.2M +77,200 +598%
PRIG
1785
Payden & Rygel Investment Group
California
$15.5M +$15.5M +90,100 New
GAM
1786
Grandview Asset Management
Pennsylvania
$15.4M -$287K -1,671 -2%
TF
1787
Trek Financial
Arizona
$15.4M +$246K +1,436 +2%
IPW
1788
Inlet Private Wealth
Florida
$15.4M
HC
1789
Hendley & Co
Ohio
$15.4M +$130K +761 +0.9%
SIP
1790
Stoneridge Investment Partners
Pennsylvania
$15.3M +$840K +4,896 +6%
WE
1791
Wealth Effects
Massachusetts
$15.3M -$1.13M -6,568 -7%
PWPS
1792
Pinnacle Wealth Planning Services
Ohio
$15.3M +$195K +1,139 +1%
SL
1793
Salomon & Ludwin
Virginia
$15.3M -$476K -2,778 -3%
KAM
1794
Knightsbridge Asset Management
California
$15.3M
TWM
1795
Tanager Wealth Management
United Kingdom
$15.3M +$439K +2,560 +3%
NG
1796
NatWest Group
United Kingdom
$15.3M +$1.23M +7,184 +9%
FC
1797
Fusion Capital
South Carolina
$15.3M -$345K -2,010 -2%
AA
1798
Advisory Alpha
Michigan
$15.3M +$930K +5,425 +6%
PAM
1799
Pegasus Asset Management
New York
$15.3M -$241K -1,405 -2%
ICP
1800
Ironvine Capital Partners
Nebraska
$15.3M -$8.78M -51,221 -37%