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 %
Fundsmith LLP
301
Fundsmith LLP
United Kingdom
$274M +$45.1M +262,959 +20%
PGFC
302
Peapack-Gladstone Financial Corp
New Jersey
$272M -$3.76M -21,913 -1%
IMCOOI
303
Investment Management Corp of Ontario (IMCO)
Canada
$266M -$55.8M -325,208 -17%
Vontobel Holding
304
Vontobel Holding
Switzerland
$265M +$15.8M +92,020 +6%
SGM
305
Skye Global Management
Florida
$263M +$225M +1,313,500 +596%
LWCFA
306
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$259M -$2.54M -15,342 -1%
MAM
307
Magellan Asset Management
Australia
$257M +$35M +204,268 +16%
RAM
308
RJA Asset Management
Connecticut
$255M -$14.8M -86,300 -5%
DADC
309
D.A. Davidson & Co
Montana
$253M -$855K -4,986 -0.3%
CAG
310
Crestwood Advisors Group
Massachusetts
$250M -$5.02M -29,292 -2%
GPCM
311
Greenbrier Partners Capital Management
Texas
$246M -$1.32M -7,684 -0.5%
FWCM
312
Ferguson Wellman Capital Management
Oregon
$246M -$10.8M -62,841 -4%
UB
313
UMB Bank
Missouri
$244M -$408K -2,382 -0.2%
PWLP
314
Prio Wealth Limited Partnership
Massachusetts
$243M +$8.46M +49,360 +4%
CW
315
Connectus Wealth
Ohio
$243M +$16.3M +110,930 +7%
CAM
316
Congress Asset Management
Massachusetts
$243M +$6.4M +37,321 +3%
Pacer Advisors
317
Pacer Advisors
Pennsylvania
$242M +$22.5M +131,265 +10%
CTC
318
Central Trust Company
Missouri
$242M -$3.39M -19,794 -1%
VPIM
319
Vanguard Personalized Indexing Management
California
$242M +$12.9M +74,939 +6%
PCH
320
Polar Capital Holdings
United Kingdom
$239M -$255M -1,486,320 -52%
FCI
321
Financial Counselors Inc
Kansas
$238M -$12.2M -71,384 -5%
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$236M +$51.1M +294,273 +28%
AWS
323
Atria Wealth Solutions
New York
$233M -$1.45M -8,466 -0.6%
ASC
324
Atalanta Sosnoff Capital
New York
$232M -$5.57M -32,494 -2%
ZIM
325
Zacks Investment Management
Illinois
$231M -$8.25M -48,097 -3%