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 %
PCM
926
Palisade Capital Management
New Jersey
$43.5M -$9.08M -52,958 -17%
JFG
927
Jefferies Financial Group
New York
$43.4M +$16.4M +95,790 +61%
RT
928
Rockland Trust
Massachusetts
$43.4M -$1.21M -7,043 -3%
TCM
929
Twin Capital Management
Pennsylvania
$43.3M -$1.59M -9,258 -4%
COLIM
930
City of London Investment Management
United Kingdom
$43.1M -$2.11M -12,300 -5%
KWA
931
Kingswood Wealth Advisors
California
$43.1M -$3.71M -21,638 -8%
MIH
932
Meitav Investment House
Israel
$43M +$15.4M +89,701 +56%
SIA
933
Schechter Investment Advisors
Michigan
$42.9M -$276K -1,611 -0.6%
SAM
934
Sawgrass Asset Management
Florida
$42.8M -$2.89M -16,872 -6%
SFO
935
Stokes Family Office
Louisiana
$42.8M -$863K -5,033 -2%
NSEDCP
936
NJ State Employees Deferred Compensation Plan
New Jersey
$42.7M
AA
937
Apriem Advisors
California
$42.7M -$2.07M -12,046 -5%
NMO
938
Newlands Management Operations
Texas
$42.7M
DCM
939
Dupont Capital Management
Delaware
$42.5M -$2.73M -15,920 -6%
TW
940
Transform Wealth
Colorado
$42.3M -$3.68M -21,463 -8%
SEM
941
Suncoast Equity Management
Florida
$42.3M -$8.81M -51,365 -17%
GC
942
Guardian Capital
Ontario, Canada
$42.3M +$407K +2,373 +1%
Verition Fund Management
943
Verition Fund Management
Connecticut
$42M -$218M -1,271,356 -84%
AI
944
Accredited Investors
Minnesota
$41.9M -$1.89M -11,042 -4%
RIG
945
RiverFront Investment Group
Virginia
$41.8M +$2.87M +16,715 +7%
LG
946
LaFleur & Godfrey
Michigan
$41.6M -$4.72M -27,528 -10%
Balyasny Asset Management
947
Balyasny Asset Management
Illinois
$41.6M +$32.3M +188,569 +348%
EW
948
Evoke Wealth
California
$41.6M +$41.6M +242,521 New
PAI
949
Pittenger & Anderson Inc
Nebraska
$41.5M +$211K +1,231 +0.5%
PAM
950
Palisade Asset Management
Minnesota
$41.5M +$2.5M +14,585 +6%