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 %
EAM
1951
EFG Asset Management
Oregon
$13.1M -$68.4K -399 -0.5%
SGA
1952
Strategic Global Advisors
California
$13.1M -$566K -3,302 -4%
CWM
1953
Centurion Wealth Management
Virginia
$13.1M +$514 +3 +0%
BEI
1954
Benjamin Edwards Inc
Missouri
$13.1M +$365K +2,128 +3%
TPCM
1955
Two Point Capital Management
New York
$13.1M +$17.1K +100 +0.1%
FRA
1956
Frank Rimerman Advisors
California
$13M +$450K +2,623 +4%
FFS
1957
Founders Financial Securities
Maryland
$13M -$1.77M -10,296 -12%
SP
1958
Stablepoint Partners
Massachusetts
$13M +$1.91M +11,134 +17%
FCFC
1959
First Commonwealth Financial Corp
Pennsylvania
$13M +$1.12M +6,553 +9%
UF
1960
Univest Financial
Pennsylvania
$13M +$532K +3,105 +4%
MAM
1961
Meeder Asset Management
Ohio
$13M +$8.28M +48,312 +176%
GMA
1962
Glassy Mountain Advisors
Maryland
$12.9M -$27.3K -159 -0.2%
CUAMC
1963
China Universal Asset Management Company
China
$12.9M +$7.25M +42,282 +127%
CRIG
1964
Charter Research & Investment Group
Connecticut
$12.9M -$147K -860 -1%
KP
1965
Keel Point
Alabama
$12.9M +$1.61M +9,360 +14%
LAM
1966
L2 Asset Management
Massachusetts
$12.9M +$767K +4,475 +6%
HW
1967
Hedeker Wealth
Illinois
$12.9M +$203K +1,182 +2%
FHC
1968
First Heartland Consultants
Missouri
$12.9M -$617K -3,598 -5%
PCMC
1969
Private Capital Management (Colorado)
Colorado
$12.9M +$23K +134 +0.2%
APW
1970
Austin Private Wealth
Texas
$12.9M +$610K +3,595 +5%
JF
1971
JSF Financial
California
$12.9M +$27.4K +160 +0.2%
WA
1972
WBH Advisory
Maryland
$12.9M +$1.34M +7,805 +12%
BIM
1973
Baldwin Investment Management
Pennsylvania
$12.8M +$728K +4,246 +6%
PWA
1974
Physician Wealth Advisors
Utah
$12.8M +$68.9K +407 +0.5%
SFA
1975
Souders Financial Advisors
Ohio
$12.8M +$680K +3,966 +6%