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 %
BFC
1876
Bedel Financial Consulting
Indiana
$14.1M +$36.4K +212 +0.3%
CCMINC
1877
Cardinal Capital Management Inc (North Carolina)
North Carolina
$14.1M +$800K +4,665 +6%
FNWM
1878
Financial Network Wealth Management
Utah
$14.1M -$435K -2,381 -3%
DSC
1879
Duncker Streett & Co
Missouri
$14.1M -$432K -2,519 -3%
DA
1880
DCM Advisors
New York
$14M -$3.9M -22,771 -22%
ISB
1881
Iowa State Bank
Iowa
$14M -$364K -2,123 -3%
KC
1882
Kingfisher Capital
North Carolina
$14M -$212K -1,238 -1%
MFS
1883
Mirabella Financial Services
United Kingdom
$14M +$3.97M +23,141 +40%
AIM
1884
Acropolis Investment Management
Missouri
$14M -$392K -2,285 -3%
LOPW
1885
Live Oak Private Wealth
North Carolina
$14M -$22.8K -133 -0.2%
HA
1886
Hamel Associates
New Jersey
$14M -$1.32M -7,695 -9%
TC
1887
Tsai Capital
New York
$14M -$82K -478 -0.6%
GCM
1888
Goldstream Capital Management
Hong Kong
$13.9M +$258K +1,502 +2%
GFA
1889
Gifford Fong Associates
California
$13.9M -$12.4M -72,501 -47%
GWM
1890
GDS Wealth Management
Texas
$13.9M +$1.47M +8,596 +12%
LD
1891
Lipe & Dalton
New York
$13.9M -$138K -806 -1%
PAS
1892
Professional Advisory Services
Florida
$13.8M +$1.44M +8,376 +12%
AWA
1893
Aaron Wealth Advisors
Illinois
$13.8M +$567K +3,304 +4%
TA
1894
TFG Advisers
Michigan
$13.8M -$171K -998 -1%
IP
1895
Ignite Planners
California
$13.8M -$7.82M -45,978 -36%
ERIC
1896
Eagle Rock Investment Company
Georgia
$13.8M +$745K +4,342 +6%
IW
1897
Imprint Wealth
South Carolina
$13.8M +$11.3M +66,229 +447%
SM
1898
Sweeney & Michel
California
$13.7M +$13.7M +73,315 New
FMB
1899
Field & Main Bank
Kentucky
$13.7M -$872K -5,088 -6%
KWM
1900
Keebeck Wealth Management
Illinois
$13.7M -$405K -2,361 -3%