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5,012 hedge funds and large institutions have $1.61T invested in Apple in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 1,954 increasing their positions, 2,575 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 94

8% more call options, than puts

Call options by funds: $40.7B | Put options by funds: $37.7B

1% more funds holding

Funds holding: 4,966 → 5,012 (+46)

1.21% less ownership

Funds ownership: 61.54% → 60.33% (-1.2%)

9% less funds holding in top 10

Funds holding in top 10: 2,927 → 2,657 (-270)

13% less capital invested

Capital invested by funds: $1.85T → $1.61T (-$245B)

24% less repeat investments, than reductions

Existing positions increased: 1,954 | Existing positions reduced: 2,575

Holders
5,012
Holders Change
+46
Holders Change %
+0.93%
% of All Funds
72.19%
Holding in Top 10
2,657
Holding in Top 10 Change
-270
Holding in Top 10 Change %
-9.22%
% of All Funds
38.27%
New
216
Increased
1,954
Reduced
2,575
Closed
94
Calls
$40.7B
Puts
$37.7B
Net Calls
+$2.98B
Net Calls Change
+$2.21B

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$3.39B
2
Barclays
Barclays
United Kingdom
+$3.11B
3
Franklin Resources
Franklin Resources
California
+$2.81B
4
UBS Group
UBS Group
Switzerland
+$2.12B
5
GAA
Global Assets Advisory
Florida
+$1.67B

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$38.9B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$21.1B
3
Swedbank
Swedbank
Sweden
-$2.61B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.98B
5
Norges Bank
Norges Bank
Norway
-$1.93B
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
926
Arkadios Wealth Advisors
Georgia
$44M -$807K -4,440 -2%
LWCA
927
Locust Wood Capital Advisers
New York
$43.9M -$650K -3,574 -1%
MCM
928
Mengis Capital Management
Oregon
$43.9M +$642K +3,529 +1%
CRB
929
Chad R. Baker
$43.8M -$1.82K -10 -0%
AP
930
Archon Partners
New Jersey
$43.7M – – –
FM
931
Foster & Motley
Ohio
$43.7M +$1.32M +7,266 +3%
SWA
932
SOA Wealth Advisors
New York
$43.6M -$407K -2,241 -0.9%
PCM
933
Palisade Capital Management
New Jersey
$43.5M -$9.63M -52,958 -17%
JFG
934
Jefferies Financial Group
New York
$43.4M +$17.4M +95,790 +61%
RT
935
Rockland Trust
Massachusetts
$43.4M -$1.28M -7,043 -3%
TCM
936
Twin Capital Management
Pennsylvania
$43.3M -$1.68M -9,258 -4%
COLIM
937
City of London Investment Management
United Kingdom
$43.1M -$2.24M -12,300 -5%
KWA
938
Kingswood Wealth Advisors
California
$43.1M -$3.93M -21,638 -8%
MIH
939
Meitav Investment House
Israel
$43M +$16.3M +89,701 +56%
SIA
940
Schechter Investment Advisors
Michigan
$42.9M -$293K -1,611 -0.6%
FNT
941
First Nebraska Trust
Nebraska
$42.9M -$851K -4,681 -2%
SAM
942
Sawgrass Asset Management
Florida
$42.8M -$3.07M -16,872 -6%
SFO
943
Stokes Family Office
Louisiana
$42.8M -$915K -5,033 -2%
NSEDCP
944
NJ State Employees Deferred Compensation Plan
New Jersey
$42.7M – – –
AA
945
Apriem Advisors
California
$42.7M -$2.19M -12,046 -5%
NMO
946
Newlands Management Operations
Texas
$42.7M – – –
DCM
947
Dupont Capital Management
Delaware
$42.5M -$2.89M -15,920 -6%
TW
948
Transform Wealth
Colorado
$42.3M -$3.9M -21,463 -8%
SEM
949
Suncoast Equity Management
Florida
$42.3M -$9.34M -51,365 -17%
GCC
950
Guardian Capital (Canada)
Ontario, Canada
$42.3M +$431K +2,373 +1%
36 37
38
39 40

AAPL Hedge Fund Activity: Q1 2024 in Review

5,012 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2024, worth a combined $1.61T — down 13% from $1.85T a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new AAPL positions and 94 closed out — a net gain of 122 holders — while 1,954 added to existing stakes and 2,575 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $3.39B. The largest seller was Morgan Stanley, cutting an estimated $38.9B.

  • 5,012 institutional investors held Apple (AAPL) as of Q1 2024, up from 4,966 in Q4 2023.
  • Funds reported $1.61T of Apple stock for Q1 2024, down 13% quarter-over-quarter.
  • 216 funds opened new Apple positions in Q1 2024 and 94 closed out, a net change of +122 holders.
  • The largest Apple buyer in Q1 2024 was JP Morgan Chase, an estimated $3.39B added.
  • The largest Apple seller in Q1 2024 was Morgan Stanley, an estimated $38.9B sold.

Based on aggregated 13F filings for Q1 2024.