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 %
TIA
1801
Traphagen Investment Advisors
New Jersey
$15.2M +$460K +2,681 +3%
FTWA
1802
Fifth Third Wealth Advisors
Ohio
$15.2M +$2.86M +16,671 +23%
GCA
1803
Gradient Capital Advisors
California
$15.2M -$1M -5,849 -6%
BB
1804
Berkshire Bank
Massachusetts
$15.2M -$1.4M -8,177 -8%
FNC
1805
First National Corp
Massachusetts
$15.1M
DDPIC
1806
Deroy & Devereaux Private Investment Counsel
Michigan
$15M -$1.45M -8,469 -9%
LWA
1807
Lineweaver Wealth Advisors
Ohio
$15M +$163K +951 +1%
WGC
1808
Watts Gwilliam & Co
Arizona
$15M +$15M +80,120 New
BWM
1809
BNC Wealth Management
Oregon
$15M +$578K +3,370 +4%
HI
1810
Humankind Investments
New York
$15M +$502K +2,928 +3%
DPIM
1811
Duff & Phelps Investment Management
Illinois
$15M +$1.07M +6,241 +8%
GCA
1812
Guardian Capital Advisors
Ontario, Canada
$15M +$1.05M +6,245 +8%
NCM
1813
New Capital Management
Texas
$14.9M
MCM
1814
Mattern Capital Management
Colorado
$14.9M +$110K +642 +0.7%
GPI
1815
General Partner Inc
Pennsylvania
$14.9M +$973K +5,675 +7%
GH
1816
GAM Holding
Switzerland
$14.9M -$1.02M -5,931 -6%
HBCM
1817
Heron Bay Capital Management
Michigan
$14.9M +$343 +2 +0%
MAM
1818
Montchanin Asset Management
Delaware
$14.9M +$14.9M +86,754 New
RFG
1819
RFP Financial Group
Georgia
$14.9M -$1.92M -11,203 -11%
GWANC
1820
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.8M -$66.7K -389 -0.4%
BIG
1821
Brooklyn Investment Group
New York
$14.8M -$45.4K -267 -0.3%
FLII
1822
First Long Island Investors
New York
$14.8M -$27.4K -160 -0.2%
HI
1823
Hoey Investments
Pennsylvania
$14.8M -$24M -140,249 -62%
FCA
1824
FinTrust Capital Advisors
South Carolina
$14.8M -$3.55M -20,717 -19%
NC
1825
NBW Capital
Massachusetts
$14.8M -$123K -718 -0.8%