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 %
YCM
276
Yousif Capital Management
Michigan
$328M -$8.64M -50,403 -3%
TRSOTSOK
277
Teachers Retirement System of the State of Kentucky
Kentucky
$327M -$24M -139,757 -7%
BBVA
278
Banco Bilbao Vizcaya Argentaria
Spain
$326M +$11.2M +65,526 +4%
Primecap Management
279
Primecap Management
California
$324M -$6M -35,000 -2%
Focus Partners Wealth
280
Focus Partners Wealth
Massachusetts
$319M +$138M +806,919 +76%
BA
281
Bridgewater Associates
Connecticut
$316M +$316M +1,841,045 +166,009%
BCWM
282
Bartlett & Co Wealth Management
Ohio
$315M -$12.7M -73,964 -4%
TIAA Trust, National Association
283
TIAA Trust, National Association
North Carolina
$315M +$4.28M +24,945 +1%
EWA
284
EP Wealth Advisors
California
$314M +$7.92M +46,215 +3%
EWM
285
Evercore Wealth Management
New York
$310M -$9.48M -55,257 -3%
SMDAM
286
Sumitomo Mitsui DS Asset Management
Japan
$309M -$889K -5,182 -0.3%
WF
287
Welch & Forbes
Massachusetts
$306M +$642K +3,742 +0.2%
WorldQuant Millennium Advisors
288
WorldQuant Millennium Advisors
New York
$303M +$57.7M +336,651 +24%
BCIM
289
British Columbia Investment Management
British Columbia, Canada
$302M -$6.47M -37,750 -2%
UCFA
290
United Capital Financial Advisors
Texas
$298M -$10.5M -61,240 -3%
MCM
291
MAI Capital Management
Ohio
$297M +$41.2M +240,039 +16%
SW
292
SVB Wealth
Massachusetts
$289M +$118M +685,903 +68%
HPC
293
HM Payson & Co
Maine
$287M -$9.52M -55,530 -3%
CWP
294
Capital Wealth Planning
Florida
$286M +$277M +1,615,618 +3,200%
RFC
295
Regions Financial Corp
Alabama
$285M -$7.05M -41,089 -2%
TWC
296
TD Waterhouse Canada
Ontario, Canada
$284M +$284M +1,494,394 New
WT
297
Whittier Trust
California
$284M -$978K -5,705 -0.3%
AIM
298
Achmea Investment Management
Netherlands
$283M -$1.44M -8,400 -0.5%
FT
299
Fiduciary Trust
Massachusetts
$278M -$7.05M -41,100 -2%
IC
300
IEQ Capital
California
$275M +$11.9M +69,120 +4%