4,488 hedge funds and large institutions have $1.55T invested in Apple in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 1,715 increasing their positions, 2,331 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,488
Holders Change
-36
Holders Change %
-0.8%
% of All Funds
71.83%
Holding in Top 10
2,704
Holding in Top 10 Change
+206
Holding in Top 10 Change %
+8.25%
% of All Funds
43.28%
New
164
Increased
1,715
Reduced
2,331
Closed
99
Calls
$40.3B
Puts
$42.2B
Net Calls
-$1.97B
Net Calls Change
-$2.19B
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
2476
Sax Wealth Advisors
New Jersey
$7.6M -$170K -1,030 -2%
CA
2477
CV Advisors
Florida
$7.59M -$173K -1,050 -2%
SIM
2478
Studio Investment Management
Illinois
$7.56M -$314K -1,905 -4%
SRAM
2479
Spouting Rock Asset Management
Pennsylvania
$7.56M +$3.65M +22,136 +93%
UBG
2480
United Bank (Georgia)
Georgia
$7.56M -$290K -1,757 -4%
RWM
2481
RBA Wealth Management
California
$7.54M +$177K +1,075 +2%
SFG
2482
Sterling Financial Group
California
$7.54M
SCG
2483
Sonata Capital Group
Washington
$7.53M +$495 +3 +0%
BWAM
2484
Boyd Watterson Asset Management
Ohio
$7.53M -$324K -1,965 -4%
LCM
2485
LCM Capital Management
Illinois
$7.53M +$259K +1,568 +4%
BSSFA
2486
Baron Silver Stevens Financial Advisors
Florida
$7.52M +$142K +860 +2%
WC
2487
Waterloo Capital
Texas
$7.52M +$7.52M +45,603 New
FCMT
2488
Founders Capital Management (Texas)
Texas
$7.51M -$37.6K -228 -0.5%
CAWM
2489
Capital Advisors Wealth Management
Washington
$7.5M +$136K +822 +2%
CWM
2490
Curi Wealth Management
North Carolina
$7.49M -$283K -1,716 -4%
CIM
2491
Chapman Investment Management
California
$7.48M -$293K -1,778 -4%
NWM
2492
Northcape Wealth Management
New York
$7.47M +$2.63M +15,930 +54%
CWP
2493
Core Wealth Partners
California
$7.47M -$13.4M -81,236 -64%
DPI
2494
Diversified Portfolios Inc
Michigan
$7.47M -$55.2K -335 -0.7%
ECAM
2495
East Coast Asset Management
Massachusetts
$7.47M +$13.9K +84 +0.2%
SCP
2496
Shorepoint Capital Partners
Massachusetts
$7.46M -$161K -976 -2%
MC
2497
Matisse Capital
Oregon
$7.46M +$1.93M +11,685 +35%
GA
2498
GraniteShares Advisors
New York
$7.46M -$614K -3,725 -8%
OPW
2499
Oxler Private Wealth
New York
$7.46M +$10.4K +63 +0.1%
WCAMG
2500
Woodard & Company Asset Management Group
North Carolina
$7.45M +$81.8K +496 +1%