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 %
WHG
451
Westwood Holdings Group
Texas
$131M +$3M +17,519 +2%
CA
452
Cullinan Associates
Kentucky
$130M +$1.87M +10,882 +1%
HCM
453
Himalaya Capital Management
Washington
$130M
HIMC
454
Heritage Investors Management Corp
Maryland
$130M -$635K -3,703 -0.5%
DILIC
455
Dai-ichi Life Insurance Company
Japan
$130M -$1.38M -8,055 -1%
HW
456
Hancock Whitney
Mississippi
$130M +$1.6M +9,324 +1%
MWM
457
Mission Wealth Management
California
$129M +$25.1M +146,143 +24%
IMPI
458
Ilmarinen Mutual Pension Insurance
Finland
$129M -$8.57M -50,000 -6%
BCI
459
Brinker Capital Investments
Pennsylvania
$128M -$6.39M -37,267 -5%
OPS
460
Orion Portfolio Solutions
Nebraska
$128M -$6.39M -37,267 -5%
BFM
461
Boston Financial Management
Massachusetts
$127M -$800K -4,668 -0.6%
CT
462
Cambridge Trust
Massachusetts
$127M -$4.17M -24,304 -3%
LNC
463
Lincoln National Corp
Pennsylvania
$127M -$48.2K -281 -0%
MCM
464
Marsico Capital Management
Colorado
$126M +$43.2M +252,193 +52%
LMIM
465
Lockheed Martin Investment Management
Maryland
$126M -$6.45M -40,060 -5%
PCM
466
Penserra Capital Management
California
$126M +$83.8M +488,769 +201%
SAM
467
Shell Asset Management
Netherlands
$125M -$16.6M -78,750 -12%
NMERB
468
New Mexico Educational Retirement Board
New Mexico
$125M -$5.85M -34,100 -4%
CSIC
469
Clifford Swan Investment Counsel
California
$125M -$5.57M -32,484 -4%
LNWWM
470
Laird Norton Wetherby Wealth Management
California
$125M -$2.22M -12,930 -2%
Envestnet Portfolio Solutions
471
Envestnet Portfolio Solutions
Illinois
$124M +$23.7M +138,386 +24%
RJT
472
Raymond James Trust
Florida
$123M -$3.78M -22,023 -3%
NP
473
NorthRock Partners
Minnesota
$123M +$2.83M +16,523 +2%
SYBT
474
Stock Yards Bank & Trust
Kentucky
$123M -$2.69M -15,661 -2%
MPWT
475
MassMutual Private Wealth & Trust
Connecticut
$122M -$1.11M -6,464 -0.9%