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 %
BCCM
2151
Bridge Creek Capital Management
Massachusetts
$11M +$219K +1,278 +2%
V
2152
VeraBank
Texas
$11M -$183K -1,065 -2%
FP
2153
Financial Perspectives
Minnesota
$11M -$207K -1,205 -2%
HCM
2154
Highlander Capital Management
New Jersey
$11M -$536K -3,125 -5%
NDSI
2155
Newman Dignan & Sheerar Inc
Rhode Island
$11M -$377K -2,198 -3%
REMPR
2156
Roof Eidam Maycock Peralta (REMP)
California
$11M -$816K -4,758 -7%
IF
2157
IRON Financial
Illinois
$11M -$278K -1,621 -2%
OL
2158
Optas LLC
Texas
$11M -$749K -4,370 -6%
AT
2159
Arlington Trust
Alabama
$11M -$432K -2,522 -4%
CIG
2160
Cairn Investment Group
Washington
$11M +$3.94K +23 +0%
EP
2161
Edgestream Partners
New Jersey
$10.9M -$6.42M -37,454 -37%
NIC
2162
Northwest Investment Counselors
Oregon
$10.9M +$62.2K +363 +0.6%
GCM
2163
Gables Capital Management
Florida
$10.9M -$52.3K -305 -0.5%
MPIM
2164
McGinn Penninger Investment Management
Virginia
$10.9M +$142K +830 +1%
RFM
2165
Royal Fund Management
Florida
$10.9M +$596K +3,473 +6%
MC
2166
Montag & Caldwell
Georgia
$10.9M -$389K -2,271 -3%
CCG
2167
Catalina Capital Group
California
$10.9M +$4.99M +29,093 +85%
SICM
2168
Sustainable Insight Capital Management
New York
$10.9M +$9.33M +54,400 +598%
GWMIA
2169
Global Wealth Management Investment Advisory
Florida
$10.9M +$257K +1,496 +2%
OW
2170
Olistico Wealth
Oklahoma
$10.9M -$704K -4,107 -6%
BW
2171
BIP Wealth
Georgia
$10.9M +$303K +1,766 +3%
HVP
2172
Hudson Value Partners
Florida
$10.9M +$23.3K +136 +0.2%
PRWA
2173
Platte River Wealth Advisors
Colorado
$10.9M +$87.5K +510 +0.8%
NL
2174
NVWM LLC
Pennsylvania
$10.9M -$892K -5,200 -8%
BCPWM
2175
Bradley & Co Private Wealth Management
Florida
$10.9M +$581K +3,391 +6%