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 %
OIAM
426
OFI Invest Asset Management
France
$145M -$5.46M -34,379 -4%
BFO
427
Biltmore Family Office
North Carolina
$143M +$3.36M +19,576 +2%
BG
428
Bahl & Gaynor
Ohio
$143M -$6.33M -36,888 -4%
AAF
429
Andra AP-fonden
Sweden
$142M +$142M +828,100 New
FFB
430
First Financial Bankshares
Texas
$142M +$1.45M +8,476 +1%
Impax Asset Management Group
431
Impax Asset Management Group
United Kingdom
$141M -$31.2M -181,947 -18%
SAM
432
Silvercrest Asset Management
New York
$141M +$1.72M +10,031 +1%
RWP
433
RWA Wealth Partners
Massachusetts
$141M -$1.89M -10,996 -1%
ASN
434
Advisory Services Network
Georgia
$140M -$602K -3,512 -0.4%
CI
435
Clal Insurance
Israel
$140M +$54.5M +318,000 +64%
MGP
436
Metis Global Partners
California
$139M -$3.3M -19,247 -2%
CA
437
Cornerstone Advisors
North Carolina
$139M -$2.97M -17,300 -2%
JSW
438
Journey Strategic Wealth
New Jersey
$138M +$137K +801 +0.1%
QC
439
Quadrature Capital
United Kingdom
$136M +$136M +795,176 New
DWA
440
Douglass Winthrop Advisors
New York
$136M -$7.52M -43,832 -5%
SI
441
Stephens Inc
Arkansas
$135M +$5.48M +31,970 +4%
TAM
442
Trillium Asset Management
Massachusetts
$135M -$15.4M -89,729 -10%
PA
443
Parallel Advisors
California
$134M +$3.82M +22,288 +3%
SPC
444
Sigma Planning Corp
Michigan
$134M +$86.7M +505,741 +185%
PP
445
Patten & Patten
Tennessee
$134M +$2.38M +13,868 +2%
SBIA
446
Sheaff Brock Investment Advisors
Indiana
$133M -$2.26M -13,207 -2%
BRWA
447
B. Riley Wealth Advisors
Florida
$133M +$4.04M +23,587 +3%
TI
448
Tidal Investments
Wisconsin
$132M +$18M +104,953 +16%
LA
449
LBP AM
France
$132M -$11M -64,042 -8%
CAM
450
Crake Asset Management
United Kingdom
$132M +$86.8M +506,166 +194%