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 %
SC
2001
Sierra Capital
Florida
$12.5M -$344K -2,009 -3%
HCC
2002
Hirtle Callaghan & Co
Pennsylvania
$12.5M -$114K -666 -0.9%
DWMS
2003
Dominguez Wealth Management Solutions
Virginia
$12.5M -$15.1K -88 -0.1%
DWP
2004
Destiny Wealth Partners
Florida
$12.5M -$628K -3,662 -5%
KA
2005
KLCM Advisors
Wisconsin
$12.5M +$407K +2,373 +3%
FCA
2006
FLC Capital Advisors
California
$12.5M +$324K +1,890 +3%
ATC
2007
Adirondack Trust Company
New York
$12.5M -$45.6K -266 -0.4%
BSB
2008
Bangor Savings Bank
Maine
$12.5M -$426K -2,487 -3%
FIM
2009
Fernwood Investment Management
Massachusetts
$12.5M -$1.69M -9,879 -12%
AIP
2010
Alapocas Investment Partners
Massachusetts
$12.5M +$29K +169 +0.2%
CT
2011
Clearstead Trust
Maine
$12.5M -$320K -1,867 -3%
BWP
2012
Balboa Wealth Partners
Arizona
$12.5M -$1.81M -10,569 -13%
CAM
2013
Cidel Asset Management
Ontario, Canada
$12.4M -$626K -3,653 -5%
FGA
2014
Fortis Group Advisors
New Jersey
$12.4M +$1.61M +9,372 +15%
DAM
2015
Doheny Asset Management
California
$12.4M +$430K +2,509 +4%
AWCI
2016
Alpine Woods Capital Investors
New York
$12.4M -$19.9M -116,626 -62%
BA
2017
Baugh & Associates
Georgia
$12.4M -$1.2K -7 -0%
AFG
2018
Allegheny Financial Group
Pennsylvania
$12.4M -$1.51M -8,803 -11%
KA
2019
Kercheville Advisors
Texas
$12.4M -$4.29K -25 -0%
LA
2020
LexAurum Advisors
Kansas
$12.4M -$1.77M -10,309 -13%
MAP
2021
Managed Asset Portfolios
Michigan
$12.4M -$3.6M -20,974 -23%
EAM
2022
Empirical Asset Management
Massachusetts
$12.4M +$10.9M +72,341 +724%
LCM
2023
Leisure Capital Management
California
$12.4M +$472K +2,752 +4%
BCM
2024
Birch Capital Management
Texas
$12.4M +$79.2K +462 +0.6%
CWP
2025
Concord Wealth Partners
Virginia
$12.3M +$1.76M +10,286 +17%