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 %
Wealthfront Advisers
351
Wealthfront Advisers
California
$202M -$7.78M -45,365 -4%
BFS
352
Bradley Foster & Sargent
Connecticut
$200M -$6.27M -36,536 -3%
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$198M +$15.3M +89,462 +8%
QCM
354
Quantinno Capital Management
New York
$198M +$60M +350,002 +44%
JWBC
355
John W. Bristol & Co
New York
$198M +$49.6M +289,164 +34%
MFIM
356
Mesirow Financial Investment Management
Illinois
$194M +$587K +3,421 +0.3%
OC
357
Oppenheimer & Co
New York
$194M -$7.42M -43,285 -4%
MSRPS
358
Maryland State Retirement & Pension System
Maryland
$192M -$937K -5,570 -0.5%
DC
359
Davenport & Co
Virginia
$191M -$1.14M -6,622 -0.6%
JAFL
360
Jay A. Fishman Ltd
Michigan
$190M -$2.74M -15,985 -1%
KRS
361
Kentucky Retirement Systems
Kentucky
$189M -$11.6M -67,383 -6%
RMDI
362
R.M. Davis Inc
Maine
$187M +$2.48M +14,468 +1%
MBI
363
Montrusco Bolton Investments
Quebec, Canada
$187M -$19.5M -114,004 -9%
MYIA
364
Mount Yale Investment Advisors
Colorado
$184M +$10.3M +60,155 +6%
Kovitz Investment Group Partners
365
Kovitz Investment Group Partners
Illinois
$183M +$35M +203,870 +24%
HCM
366
Hollencrest Capital Management
California
$183M +$156M +909,303 +568%
PFP
367
Pinnacle Financial Partners
Tennessee
$181M +$1.07M +6,220 +0.6%
HWM
368
HB Wealth Management
Georgia
$180M +$21.4M +124,847 +14%
GT
369
Glenview Trust
Kentucky
$179M -$1.23M -7,167 -0.7%
WTC
370
WhitTier Trust Company
Nevada
$179M +$2.84M +16,545 +2%
WS
371
Wedbush Securities
California
$178M +$4.65M +27,129 +3%
GAM
372
Groupama Asset Management
France
$178M -$73.6M -346,991 -29%
ICG
373
InterOcean Capital Group
Tennessee
$177M +$7.75M +45,179 +5%
SIG
374
Stonegate Investment Group
Alabama
$176M +$1.4M +8,154 +0.8%
ACM
375
Advisors Capital Management
New Jersey
$176M +$7.05M +41,137 +4%