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 %
NO
2526
Ninety One
South Africa
$7.26M -$88.4K -543 -1%
LCP
2527
LGT Capital Partners
Switzerland
$7.25M
PD
2528
Planning Directions
Pennsylvania
$7.25M -$393K -2,381 -5%
VT
2529
Vise Technologies
New York
$7.23M +$1.47M +8,898 +25%
OIM
2530
Oder Investment Management
California
$7.23M -$57.2K -347 -0.8%
ANB
2531
Amarillo National Bank
Texas
$7.23M -$87.7K -532 -1%
LFP
2532
Leeward Financial Partners
Washington
$7.22M +$210K +1,274 +3%
UAML
2533
US Asset Management LLC
Pennsylvania
$7.22M -$31.7K -192 -0.4%
DMC
2534
Drexel Morgan & Co
Pennsylvania
$7.22M +$57.7K +350 +0.8%
RAM
2535
Riggs Asset Management
Pennsylvania
$7.2M -$3.01M -18,248 -29%
JPLA
2536
Joseph P. Lucia & Associates
New York
$7.19M +$220K +1,333 +3%
SCM
2537
Spreng Capital Management
Ohio
$7.19M -$88.6K -537 -1%
GF
2538
Gries Financial
Ohio
$7.19M +$4.13M +25,024 +135%
WWG
2539
West Wealth Group
California
$7.17M -$390K -2,364 -5%
HC
2540
Hourglass Capital
Texas
$7.17M -$1.76M -10,695 -20%
GBWM
2541
Granite Bay Wealth Management
New Hampshire
$7.17M +$899K +5,453 +14%
PWMG
2542
Provence Wealth Management Group
California
$7.16M +$987K +5,983 +16%
MAWA
2543
Moss Adams Wealth Advisors
Washington
$7.16M +$100K +607 +1%
PWS
2544
Private Wealth Strategies
Ohio
$7.16M -$1.89M -11,474 -21%
PWM
2545
Palumbo Wealth Management
New York
$7.15M +$2.64M +16,035 +59%
CASB
2546
Cape Ann Savings Bank
Massachusetts
$7.14M -$201K -1,217 -3%
GWM
2547
GSB Wealth Management
Connecticut
$7.13M -$31.2K -189 -0.4%
LFM
2548
Lumina Fund Management
New York
$7.12M
HWA
2549
HHM Wealth Advisors
Tennessee
$7.11M +$51.3K +311 +0.7%
GAM
2550
Gemmer Asset Management
California
$7.1M +$754K +4,572 +12%