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 %
WIM
701
Waverton Investment Management
United Kingdom
$64.4M +$92.1K +537 +0.1%
CSS
702
Cubist Systematic Strategies
Connecticut
$64.4M +$30.6M +178,310 +90%
WAM
703
Weatherly Asset Management
California
$64.2M -$1.37M -7,964 -2%
WBC
704
Westpac Banking Corp
Australia
$64.2M +$1.1M +6,416 +2%
FCH
705
Freestone Capital Holdings
Washington
$64.1M -$5.78M -33,734 -8%
CTI
706
Community Trust & Investment
Kentucky
$64.1M -$153K -894 -0.2%
WANY
707
Wealthspire Advisors (New York)
New York
$63.9M +$577K +3,364 +0.9%
DIA
708
Davidson Investment Advisors
Montana
$63.8M +$893K +5,210 +1%
WSTAM
709
Wilbanks Smith & Thomas Asset Management
Virginia
$63.8M +$98.4K +574 +0.2%
GA
710
GuoLine Advisory
Singapore
$63.7M
ECM
711
ExodusPoint Capital Management
New York
$63.6M -$5.06M -29,501 -7%
OWP
712
Obermeyer Wealth Partners
Colorado
$63.6M +$242K +1,409 +0.4%
VI
713
Vestcor Inc
New Brunswick, Canada
$63.3M -$13.1M -76,516 -17%
BA
714
Birinyi Associates
Connecticut
$63.3M -$798K -4,652 -1%
PWP
715
Principle Wealth Partners
Connecticut
$63.3M +$96.2K +561 +0.2%
AI
716
Axiom Investors
Connecticut
$63.2M -$75.7M -441,465 -55%
LOAMS
717
Lombard Odier Asset Management (Switzerland)
Switzerland
$63.1M +$34.4M +200,647 +120%
GI
718
Gradient Investments
Minnesota
$63.1M -$8.08M -47,126 -11%
SRIM
719
Saratoga Research & Investment Management
California
$63M -$2.73M -15,895 -4%
YIA
720
YHB Investment Advisors
Connecticut
$63M -$729K -4,250 -1%
AIS
721
AM Investment Strategies
Tennessee
$63M +$1.2M +6,986 +2%
HCM
722
Howland Capital Management
Massachusetts
$62.9M +$1.22M +7,091 +2%
MVIP
723
Mar Vista Investment Partners
California
$62.7M -$27.5M -160,631 -31%
IAIM
724
International Assets Investment Management
Florida
$62.6M +$1.37M +10,133 +2%
ECM
725
Evergreen Capital Management
Washington
$62.5M +$6.67M +38,907 +12%