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 %
RCA
1976
Resonant Capital Advisors
Wisconsin
$12.8M +$485K +2,829 +4%
TWM
1977
TriaGen Wealth Management
California
$12.8M -$355K -2,068 -3%
AIS
1978
American Investment Services
Massachusetts
$12.8M +$9.77K +57 +0.1%
QWP
1979
Quotient Wealth Partners
Texas
$12.8M -$1.19M -6,935 -9%
MP
1980
McDonald Partners
Ohio
$12.8M -$348K -2,028 -3%
KIG
1981
Kennedy Investment Group
New Jersey
$12.8M +$1.37M +7,995 +12%
BDA
1982
Borer Denton & Associates
Pennsylvania
$12.8M +$101K +591 +0.8%
TCOTS
1983
Trust Company of the South
North Carolina
$12.8M +$12.8M +74,355 New
LWP
1984
LMG Wealth Partners
Louisiana
$12.7M -$214K -1,247 -2%
NB
1985
Nicolet Bankshares
Wisconsin
$12.7M -$88.8K -518 -0.7%
CBB
1986
Citizens Business Bank
California
$12.7M -$304K -1,772 -2%
WAS
1987
Wealth Advisory Solutions
Indiana
$12.7M -$430K -2,507 -3%
MIM
1988
Moseley Investment Management
Florida
$12.7M -$205K -1,196 -2%
CWM
1989
Centric Wealth Management
Illinois
$12.7M +$310K +1,820 +3%
AGC
1990
Aspen Grove Capital
Colorado
$12.7M +$283K +1,651 +2%
IBOK
1991
Independence Bank of Kentucky
Kentucky
$12.7M +$1.59M +9,297 +14%
GGHC
1992
Gilder Gagnon Howe & Co
New York
$12.7M -$4.91M -28,658 -28%
LFA
1993
Legacy Financial Advisors
Kentucky
$12.6M -$253K -1,473 -2%
CRI
1994
Colonial River Investments
Virginia
$12.6M +$3.59M +20,907 +40%
FNBOMD
1995
First National Bank of Mount Dora
Florida
$12.6M +$259K +1,512 +2%
RC
1996
RBO & Co
California
$12.6M -$1.03K -6 -0%
LF
1997
Lee Financial
Texas
$12.6M +$163K +949 +1%
EFG
1998
Everhart Financial Group
Ohio
$12.6M +$1.45M +8,437 +13%
MCM
1999
McDonough Capital Management
Florida
$12.6M +$360K +2,098 +3%
IFS
2000
Ifrah Financial Services
Arkansas
$12.6M -$295K -1,719 -2%