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 %
TWM
2551
Thrive Wealth Management
Pennsylvania
$7.09M -$181K -1,095 -2%
RFA
2552
Resurgent Financial Advisors
Georgia
$7.08M -$1.35M -8,164 -16%
BCM
2553
Bourgeon Capital Management
Connecticut
$7.08M -$3.2M -19,423 -31%
VW
2554
Vance Wealth
California
$7.07M +$1.2M +7,255 +20%
BA
2555
Bridge Advisory
California
$7.07M +$161K +978 +2%
WLPWM
2556
Walled Lake Planning & Wealth Management
Illinois
$7.05M +$6.69M +40,574 +1,870%
GB
2557
Goepper Burkhardt
South Carolina
$7.04M +$40.1K +243 +0.6%
OC
2558
Oarsman Capital
Wisconsin
$7.03M -$110K -669 -2%
BCMLT
2559
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.03M -$28.7K -174 -0.4%
LFM
2560
LGT Fund Management
Liechtenstein
$7.02M +$1.81M +11,000 +35%
GWM
2561
Gray Wealth Management
Maine
$7M +$150K +912 +2%
WMA
2562
West Michigan Advisors
Michigan
$7M +$1.16M +7,011 +20%
BFG
2563
Barber Financial Group
Kansas
$7M -$43.7K -265 -0.6%
SFI
2564
SPC Financial Inc
Maryland
$6.98M +$219K +1,326 +3%
PI
2565
Pettee Investors
Connecticut
$6.98M
BIA
2566
Beacon Investment Advisors
Maryland
$6.98M +$10.6K +64 +0.2%
LCM
2567
Linker Capital Management
Kentucky
$6.97M -$53.6K -325 -0.8%
AMG
2568
Advisors Management Group
Wisconsin
$6.97M -$509K -3,084 -7%
CRI
2569
Colonial River Investments
Virginia
$6.97M -$26.4K -160 -0.4%
PA
2570
PSI Advisors
Florida
$6.96M +$35.1K +213 +0.5%
SWIM
2571
Smallwood Wealth Investment Management
New Jersey
$6.95M -$9.1M -55,157 -57%
SLG
2572
Stanley-Laman Group
Pennsylvania
$6.95M -$334K -2,025 -5%
BCP
2573
Blackhawk Capital Partners
Wisconsin
$6.95M -$64.8K -393 -0.9%
CFO
2574
Colony Family Offices
North Carolina
$6.93M -$160K -972 -2%
CWP
2575
Concord Wealth Partners
Virginia
$6.93M +$296K +1,798 +4%