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 %
DBIA
2026
Dumont & Blake Investment Advisors
New Jersey
$12.3M +$116K +676 +1%
FA
2027
Fermata Advisors
California
$12.3M -$1.25M -7,286 -9%
BTWM
2028
Baker Tilly Wealth Management
Wisconsin
$12.3M -$1.41M -8,219 -10%
SPS
2029
Susquehanna Portfolio Strategies
Pennsylvania
$12.3M
MCM
2030
Morton Capital Management
California
$12.3M -$67.7K -395 -0.5%
LCM
2031
Lattice Capital Management
Washington
$12.2M
BWA
2032
Blodgett Wealth Advisors
California
$12.2M +$147K +855 +1%
TCOO
2033
Trust Company of Oklahoma
Oklahoma
$12.2M -$209K -1,218 -2%
PFWA
2034
Paces Ferry Wealth Advisors
Georgia
$12.2M +$161K +939 +1%
OWA
2035
ORBA Wealth Advisors
Illinois
$12.2M +$81.3K +474 +0.7%
CFMC
2036
Curbstone Financial Management Corp
New Hampshire
$12.2M -$343K -2,000 -3%
BRG
2037
Bay Rivers Group
Virginia
$12.2M +$379K +2,212 +3%
SFS
2038
Summit Financial Strategies
Ohio
$12.2M +$98.8K +576 +0.8%
BONST
2039
Bank of Nova Scotia Trust
Ontario, Canada
$12.2M -$713K -4,160 -6%
EF
2040
Exeter Financial
Arizona
$12.2M -$124K -735 -1%
AF
2041
Ally Financial
Michigan
$12.2M +$7.2M +42,000 +145%
SC
2042
Settian Capital
New York
$12.2M
TCPG
2043
Trivant Custom Portfolio Group
California
$12.2M -$287K -1,674 -2%
IGWM
2044
ICA Group Wealth Management
Colorado
$12.2M +$254K +1,481 +2%
TIM
2045
Tortoise Investment Management
New York
$12.1M -$295K -1,720 -2%
MC
2046
Mirabaud & Cie
Switzerland
$12.1M -$1.48M -8,658 -11%
GU
2047
Georgetown University
District of Columbia
$12.1M +$15.6K +91 +0.1%
SC
2048
Solstein Capital
California
$12.1M
DFA
2049
Delta Financial Advisors
Louisiana
$12.1M +$166K +968 +1%
MKA
2050
M. Kulyk & Associates
Georgia
$12.1M +$197K +1,151 +2%