4,972 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, 2,550 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,972
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
2,550
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 %
CI Investments Inc
251
CI Investments Inc
Ontario, Canada
$377M -$1.5M -8,724 -0.4%
SC
252
Saturna Capital
Washington
$377M -$1.75M -10,198 -0.5%
NYLIM
253
New York Life Investment Management
New York
$375M -$15M -87,593 -4%
GC
254
Guggenheim Capital
Illinois
$372M -$12.5M -73,094 -3%
WJWM
255
Williams Jones Wealth Management
New York
$371M -$2.82M -16,465 -0.8%
Voloridge Investment Management
256
Voloridge Investment Management
Florida
$366M -$99.7M -581,413 -21%
BTW
257
Boston Trust Walden
Massachusetts
$365M -$12.6M -73,737 -3%
PAG
258
Private Advisor Group
New Jersey
$362M -$5.25M -30,597 -1%
YC
259
Yarbrough Capital
Tennessee
$362M
MML Investors Services
260
MML Investors Services
Massachusetts
$360M +$11.4M +66,367 +3%
CS
261
Clear Street
New York
$358M +$316M +1,840,000 +736%
AssetMark Inc
262
AssetMark Inc
California
$354M +$41.1M +239,512 +13%
ERSOT
263
Employees Retirement System of Texas
Texas
$346M
NA
264
NewEdge Advisors
Louisiana
$344M +$2.26M +13,185 +0.7%
CFB
265
Cullen/Frost Bankers
Texas
$341M -$14.4M -83,813 -4%
SPIA
266
Steward Partners Investment Advisory
New York
$341M +$5.6M +32,644 +2%
SOADOR
267
State of Alaska Department of Revenue
Alaska
$341M -$1.77M -10,335 -0.5%
JIC
268
Johnson Investment Counsel
Ohio
$337M -$1.74M -10,159 -0.5%
BPA
269
Beacon Pointe Advisors
California
$336M -$18.5M -107,908 -5%
MOACM
270
Mutual of America Capital Management
New York
$336M -$8.55M -49,856 -2%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$335M +$10.7M +62,369 +3%
Empower Advisory Group
272
Empower Advisory Group
Colorado
$334M -$745K -4,347 -0.2%
QCM
273
QRG Capital Management
Illinois
$332M +$13.4M +78,320 +4%
AS
274
Altshuler Shaham
Israel
$332M +$145M +844,436 +77%
FMI
275
Factory Mutual Insurance
Massachusetts
$329M -$11.5M -67,000 -3%