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 %
TFF
2626
The Family Firm
Maryland
$6.61M -$74.2K -450 -1%
BDWCC
2627
B&D White Capital Company
Texas
$6.6M -$22.9M -139,865 -78%
AA
2628
Alta Advisers
United Kingdom
$6.6M
WR
2629
WD Rutherford
Oregon
$6.6M -$302K -1,832 -4%
BCM
2630
Brooktree Capital Management
Michigan
$6.6M -$1.95M -11,847 -23%
AO
2631
Advisor OS
Illinois
$6.59M +$701K +4,250 +12%
TAM
2632
Townsend Asset Management
North Carolina
$6.58M -$3.25M -19,693 -33%
HGWM
2633
Horst & Graben Wealth Management
Oregon
$6.58M +$377K +2,284 +6%
SFWA
2634
Summit Financial Wealth Advisors
Louisiana
$6.58M -$278K -1,685 -4%
NCM
2635
Noesis Capital Mangement
Florida
$6.55M -$141K -855 -2%
AFG
2636
ABLE Financial Group
Arizona
$6.55M +$6.55M +39,742 New
TCPWM
2637
Traverso Chambers Private Wealth Management
California
$6.55M +$222K +1,348 +4%
SCA
2638
Sassicaia Capital Advisers
New York
$6.53M +$3.61M +21,920 +124%
FFM
2639
Fullerton Fund Management
Singapore
$6.53M +$2.01M +12,185 +44%
RCA
2640
Ranch Capital Advisors
Florida
$6.52M -$55.7K -338 -0.8%
ST
2641
Sabal Trust
Florida
$6.49M -$3.08M -18,692 -32%
UC
2642
Unio Capital
New Jersey
$6.48M -$655K -3,975 -9%
TWA
2643
TPB Wealth Advisors
Texas
$6.48M -$21.1K -128 -0.3%
HWM
2644
Hohimer Wealth Management
Washington
$6.47M +$307K +1,859 +5%
SIG
2645
Sky Investment Group
Connecticut
$6.46M -$163K -990 -2%
CCM
2646
Colorado Capital Management
Colorado
$6.45M -$135K -819 -2%
MFS
2647
Mirabella Financial Services
United Kingdom
$6.45M +$5.52M +33,502 +598%
KBFS
2648
Kohmann Bosshard Financial Services
Ohio
$6.44M +$30.2K +183 +0.5%
ACM
2649
Ayrshire Capital Management
Connecticut
$6.44M -$24.6K -149 -0.4%
EFL
2650
ERn Financial LLC
Wisconsin
$6.44M +$265K +1,610 +4%