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 %
SAM
2601
Socorro Asset Management
Texas
$6.76M
QIM
2602
Quantitative Investment Management
Virginia
$6.76M +$6.76M +41,001 New
BSA
2603
Bull Street Advisors
Georgia
$6.75M -$14.8K -90 -0.2%
WW
2604
Windle Wealth
Oklahoma
$6.75M +$131K +797 +2%
TPW
2605
Transatlantique Private Wealth
New York
$6.75M +$511K +3,099 +8%
IA
2606
IFG Advisors
Missouri
$6.75M +$6.6K +40 +0.1%
CAG
2607
Curtis Advisory Group
California
$6.74M -$418K -2,533 -6%
OPA
2608
Old Port Advisors
Maine
$6.74M -$94.9K -590 -1%
AFC
2609
AFT Forsyth & Company
Florida
$6.74M -$120K -730 -2%
DAM
2610
Derbend Asset Management
Georgia
$6.72M -$38.6K -234 -0.6%
PKC
2611
Palmer Knight Company
Florida
$6.72M +$510K +3,095 +8%
CCM
2612
Crew Capital Management
Ohio
$6.71M -$740K -4,489 -10%
OCM
2613
Orser Capital Management
Texas
$6.7M -$8.25K -50 -0.1%
GAA
2614
Global Assets Advisory
Florida
$6.69M +$63.5K +381 +1%
AF
2615
Aldebaran Financial
$6.67M -$2.14M -12,999 -24%
DWM
2616
Denver Wealth Management
Colorado
$6.67M -$213K -1,289 -3%
TI
2617
Trexquant Investment
Connecticut
$6.67M -$53.2M -322,356 -89%
WCG
2618
Weaver Consulting Group
California
$6.66M +$893K +5,418 +15%
MFA
2619
Morling Financial Advisors
California
$6.65M +$202K +1,224 +3%
RA
2620
Riversedge Advisors
Delaware
$6.65M +$179K +1,088 +3%
SHFA
2621
SC&H Financial Advisors
Maryland
$6.65M +$816K +4,951 +14%
PWM
2622
PBMares Wealth Management
Virginia
$6.64M +$510K +3,092 +8%
WF
2623
Wayfinding Financial
Washington
$6.63M -$352K -2,136 -5%
BLC
2624
Brown, Lisle/Cummings
Rhode Island
$6.62M +$70.1K +425 +1%
FWA
2625
FSM Wealth Advisors
Ohio
$6.62M +$688K +4,171 +12%