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 %
MSR
751
Main Street Research
Connecticut
$59.4M +$1.75M +10,204 +3%
ACM
752
Academy Capital Management
Texas
$59.4M -$917K -5,349 -2%
MOS
753
MGO One Seven
Ohio
$59.4M +$191K +1,113 +0.3%
HIA
754
Harbor Investment Advisory
Maryland
$59.2M -$235K -1,440 -0.4%
RFA
755
Rollins Financial Advisors
New York
$59M +$730K +4,258 +1%
FBB
756
Fulton Breakefield Broenniman
Maryland
$59M +$97.9K +571 +0.2%
VVP
757
Venture Visionary Partners
Ohio
$59M -$2.43M -14,194 -4%
TH
758
TCTC Holdings
Texas
$58.9M -$502K -2,929 -0.8%
SG
759
Sienna Gestion
France
$58.9M +$58.9M +343,191 New
GIM
760
Grassi Investment Management
California
$58.8M -$201K -1,173 -0.3%
BHIA
761
Birch Hill Investment Advisors
Massachusetts
$58.5M -$1.21M -7,052 -2%
CHAM
762
Clear Harbor Asset Management
Connecticut
$58.5M -$1.1M -6,389 -2%
HSA
763
HBK Sorce Advisory
Pennsylvania
$58.5M +$2.63M +15,332 +5%
GP
764
Girard Partners
Pennsylvania
$58.4M -$446K -2,598 -0.8%
NFC
765
Northeast Financial Consultants
Connecticut
$58.4M -$6.76M -39,433 -10%
TA
766
TRB Advisors
New York
$58.3M
CAM
767
Carret Asset Management
New York
$58.3M -$640K -3,733 -1%
RBA
768
Richard Bernstein Advisors
New York
$58.2M -$1.42M -8,253 -2%
MYLI
769
Meiji Yasuda Life Insurance
Japan
$58.1M -$17.9M -104,302 -24%
FHA
770
First Horizon Advisors
Tennessee
$57.9M -$241K -1,405 -0.4%
SSWM
771
Smith Salley Wealth Management
North Carolina
$57.8M -$23.2M -135,171 -29%
ANTB
772
AMG National Trust Bank
Colorado
$57.6M +$63.8K +372 +0.1%
WP
773
Woodline Partners
California
$57.5M +$35.1M +204,972 +157%
NSAM
774
North Star Asset Management
Wisconsin
$57.4M -$654K -3,814 -1%
PIM
775
Plato Investment Management
Australia
$57.3M +$51.9M +302,653 +958%