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 %
WCFA
2276
Walkner Condon Financial Advisors
Wisconsin
$10M -$42.7K -249 -0.4%
TCG
2277
Transcendent Capital Group
Oklahoma
$10M +$1.17M +6,848 +13%
LI
2278
Lafayette Investments
Maryland
$9.99M +$164K +956 +2%
OSNBOA
2279
Old Second National Bank of Aurora
Illinois
$9.99M -$1.5M -8,764 -13%
FCT
2280
First Community Trust
Iowa
$9.98M +$49.2K +287 +0.5%
ARC
2281
Advisor Resource Council
Texas
$9.97M -$11.2M -58,302 -53%
BAM
2282
Bellevue Asset Management
Washington
$9.96M -$129K -751 -1%
LC
2283
Lincoln Capital
Nebraska
$9.95M -$58.6K -342 -0.6%
PFSC
2284
Peoples Financial Services Corp
Pennsylvania
$9.95M -$670K -3,910 -6%
CGA
2285
Compound Global Advisors
Washington
$9.89M +$5.23M +30,474 +112%
CCM
2286
Carderock Capital Management
Maryland
$9.88M -$3.37M -19,630 -25%
SRC
2287
Sage Rhino Capital
California
$9.88M -$268K -1,560 -3%
GF
2288
Gries Financial
Ohio
$9.88M +$2.63M +15,347 +36%
CCM
2289
Carmel Capital Management
California
$9.86M -$1.36M -7,907 -12%
PC
2290
Port Capital
Illinois
$9.85M -$442K -2,576 -4%
SIC
2291
SJS Investment Consulting
Ohio
$9.85M -$59.3K -346 -0.6%
AIA
2292
Arbor Investment Advisors
North Carolina
$9.85M -$193K -1,127 -2%
AFM
2293
Abbot Financial Management
Massachusetts
$9.84M +$76K +443 +0.8%
TCB
2294
Texas Capital Bancshares
Texas
$9.82M -$85.7K -500 -0.9%
PWA
2295
Provenance Wealth Advisors
Florida
$9.82M +$442K +2,577 +5%
ME
2296
McIlrath & Eck
Washington
$9.82M +$373K +2,178 +4%
TCCM
2297
Timber Creek Capital Management
Massachusetts
$9.82M +$363K +2,115 +4%
LCM
2298
Legato Capital Management
California
$9.82M
KCM
2299
Kathmere Capital Management
Pennsylvania
$9.81M +$432K +2,522 +5%
VCM
2300
Virtue Capital Management
Tennessee
$9.8M +$2.57M +14,588 +36%