Apple
AAPL
5,012 hedge funds and large institutions have $1.61T invested in Apple in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 1,954 increasing their positions, 2,575 reducing their positions, and 94 closing their positions.
130% more first-time investments, than exits
New positions opened: 216 | Existing positions closed: 94
8% more call options, than puts
Call options by funds: $40.7B | Put options by funds: $37.7B
1% more funds holding
Funds holding: 4,967 → 5,012 (+45)
1.21% less ownership
Funds ownership: 61.54% → 60.33% (-1.2%)
9% less funds holding in top 10
Funds holding in top 10: 2,927 → 2,657 (-270)
13% less capital invested
Capital invested by funds: $1.85T → $1.61T (-$245B)
24% less repeat investments, than reductions
Existing positions increased: 1,954 | Existing positions reduced: 2,575
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$3.39B |
| 2 |
Barclays
London,
United Kingdom
|
+$3.11B |
| 3 |
Franklin Resources
San Mateo,
California
|
+$2.81B |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.12B |
| 5 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$1.67B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$38.9B |
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$21.1B |
| 3 |
Swedbank
Stockholm,
Sweden
|
-$2.61B |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.98B |
| 5 |
Norges Bank
Oslo,
Norway
|
-$1.93B |
AAPL Hedge Fund Activity: Q1 2024 in Review
5,012 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2024, worth a combined $1.61T — down 13% from $1.85T a quarter earlier.
Buyers outnumbered sellers: 216 funds opened new AAPL positions and 94 closed out — a net gain of 122 holders — while 1,954 added to existing stakes and 2,575 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $3.39B. The largest seller was Morgan Stanley, cutting an estimated $38.9B.
- 5,012 institutional investors held Apple (AAPL) as of Q1 2024, up from 4,967 in Q4 2023.
- Funds reported $1.61T of Apple stock for Q1 2024, down 13% quarter-over-quarter.
- 216 funds opened new Apple positions in Q1 2024 and 94 closed out, a net change of +122 holders.
- The largest Apple buyer in Q1 2024 was JP Morgan Chase, an estimated $3.39B added.
- The largest Apple seller in Q1 2024 was Morgan Stanley, an estimated $38.9B sold.
Based on aggregated 13F filings for Q1 2024.