4,973 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, 2,551 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,973
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
2,551
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 %
BF
401
BOK Financial
Oklahoma
$160M +$3.49M +20,499 +2%
IWC
402
Integrated Wealth Concepts
Massachusetts
$159M +$2.9M +16,917 +2%
HL
403
Harding Loevner
New Jersey
$158M -$38.9M -226,728 -20%
AAIS
404
ABN AMRO Investment Solutions
$157M -$12.1M -70,757 -7%
IAA
405
Independent Advisor Alliance
North Carolina
$157M -$751K -4,379 -0.5%
MIFH
406
Migdal Insurance & Financial Holdings
Israel
$157M +$153M +893,328 +4,611%
CGH
407
Crossmark Global Holdings
Texas
$156M +$2.77M +16,157 +2%
TAM
408
Tocqueville Asset Management
New York
$156M -$7.04M -41,066 -4%
BIM
409
Bridges Investment Management
Nebraska
$155M -$9.74M -56,792 -6%
WB
410
WesBanco Bank
West Virginia
$154M +$41.9M +244,432 +37%
CTB
411
Country Trust Bank
Illinois
$154M -$3.05M -17,806 -2%
MWM
412
Modera Wealth Management
New Jersey
$153M -$638K -3,723 -0.4%
CS
413
Cannell & Spears
New York
$153M +$75.3M +438,987 +97%
DPAM
414
Degroof Petercam Asset Management
Belgium
$153M -$5.03M -29,360 -3%
DWM
415
Destination Wealth Management
California
$151M +$2.63M +15,320 +2%
B
416
Bailard
California
$151M +$59K +344 +0%
OAC
417
OMERS Administration Corp
Ontario, Canada
$150M
FLPIM
418
F.L. Putnam Investment Management
Massachusetts
$150M -$10.6M -61,690 -7%
ADEF
419
Adams Diversified Equity Fund
Maryland
$150M
SW
420
SteelPeak Wealth
California
$147M +$16.5M +95,971 +13%
WSFS
421
Wilmington Savings Fund Society
Delaware
$147M +$147M +855,171 New
SAM
422
Securian Asset Management
Minnesota
$147M -$12.2M -70,959 -8%
AAS
423
Avantax Advisory Services
Texas
$146M +$2.83M +16,495 +2%
SDIC
424
South Dakota Investment Council
South Dakota
$146M -$434K -2,531 -0.3%
VanEck Associates
425
VanEck Associates
New York
$145M +$10M +58,364 +7%