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 %
YWM
2326
Yoder Wealth Management
California
$9.53M -$130K -760 -1%
HAC
2327
Harbor Advisory Corp
New Hampshire
$9.52M -$78.2K -456 -0.8%
FVWA
2328
Foster Victor Wealth Advisors
South Carolina
$9.51M +$411K +2,350 +5%
CCIA
2329
Cherry Creek Investment Advisors
Colorado
$9.51M -$165K -962 -2%
AIM
2330
Alhambra Investment Management
Florida
$9.5M -$86.3K -503 -0.9%
HGERS
2331
Householder Group Estate & Retirement Specialist
Arizona
$9.49M +$203K +1,182 +2%
NI
2332
Noked Israel
Israel
$9.47M -$4.29M -25,000 -31%
EAM
2333
Eukles Asset Management
Ohio
$9.45M +$317K +1,849 +3%
TC
2334
Tenere Capital
New York
$9.45M +$9.45M +55,125 New
TL
2335
Tradewinds LLC
North Carolina
$9.45M +$9.45M +55,116 New
SWM
2336
Sugarloaf Wealth Management
Georgia
$9.44M +$22.5K +131 +0.2%
DTC
2337
Davidson Trust Company
Washington
$9.44M +$85.7K +500 +0.9%
FUBT
2338
First United Bank & Trust
Maryland
$9.43M -$15.9K -93 -0.2%
CNC
2339
Citizens & Northern Corp
Pennsylvania
$9.43M -$314K -1,834 -3%
COI
2340
Connable Office Inc
Michigan
$9.43M -$691K -4,027 -7%
ZIMP
2341
Zimmermann Investment Management & Planning
Pennsylvania
$9.41M -$68.3K -398 -0.7%
DA
2342
Dover Advisors
Virginia
$9.41M +$3.17M +18,509 +51%
LWMG
2343
Levy Wealth Management Group
Pennsylvania
$9.4M
NC
2344
NovaPoint Capital
Georgia
$9.39M +$33.4K +195 +0.4%
ECML
2345
Eagle Capital Management (Louisiana)
Louisiana
$9.39M -$132K -767 -1%
CAMV
2346
Concord Asset Management (Virginia)
Virginia
$9.39M +$1.72M +10,006 +22%
LCC
2347
Lincoln Capital Corp
Rhode Island
$9.39M -$80.1K -467 -0.8%
PI
2348
Parkside Investments
Illinois
$9.39M -$7.55M -44,046 -45%
AWC
2349
Abundance Wealth Counselors
Pennsylvania
$9.38M -$33.4K -195 -0.4%
GIS
2350
Graphene Investments SAS
France
$9.38M +$960K +5,600 +11%