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 %
CNWM
2301
Clay Northam Wealth Management
California
$9.79M -$56.9K -332 -0.6%
SIC
2302
Sterling Investment Counsel
New York
$9.78M -$1.92M -11,199 -16%
CSB
2303
City State Bank
Iowa
$9.78M -$45.1K -263 -0.5%
TPWA
2304
Twin Peaks Wealth Advisors
California
$9.77M -$840K -4,899 -8%
SC
2305
Sawyer & Company
Massachusetts
$9.76M -$11.3K -66 -0.1%
KIC
2306
Kensington Investment Counsel
California
$9.75M +$305K +1,779 +3%
EM
2307
Excalibur Management
Massachusetts
$9.75M -$35.7K -208 -0.4%
JFL
2308
Jarislowsky, Fraser Ltd
Quebec, Canada
$9.75M -$1.8M -10,499 -16%
Alkeon Capital Management
2309
Alkeon Capital Management
New York
$9.71M
TSWM
2310
Tyler-Stone Wealth Management
Ohio
$9.7M -$351K -2,046 -3%
TWM
2311
TLW Wealth Management
Florida
$9.69M +$10.3K +60 +0.1%
SFG
2312
Sterling Financial Group
California
$9.68M +$1.2K +7 +0%
WMP
2313
Wealth Management Partners
Arizona
$9.68M -$345K -2,014 -3%
CA
2314
CV Advisors
Florida
$9.67M +$1.45M +8,452 +18%
DAM
2315
Delta Asset Management
Tennessee
$9.65M -$66.2K -386 -0.7%
PPP
2316
Private Portfolio Partners
New Jersey
$9.64M +$87.3K +509 +0.9%
TRIA
2317
Trail Ridge Investment Advisors
Colorado
$9.62M -$228K -1,331 -2%
AW
2318
Alaethes Wealth
Nevada
$9.61M -$110K -639 -1%
EAM
2319
EULAV Asset Management
Florida
$9.61M -$679K -3,962 -7%
RCA
2320
Roberts Capital Advisors
Colorado
$9.6M +$9.6M +55,974 New
SFG
2321
Seamount Financial Group
Colorado
$9.59M -$245K -1,428 -2%
ST
2322
Somerset Trust
Pennsylvania
$9.57M +$80.8K +471 +0.9%
TCWA
2323
Turtle Creek Wealth Advisors
Texas
$9.55M +$1.34M +7,843 +16%
AC
2324
Asio Capital
Kentucky
$9.54M +$142K +830 +2%
SAM
2325
Satovsky Asset Management
New York
$9.54M -$541K -3,154 -5%