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 %
VAM
2651
Verity Asset Management
North Carolina
$6.43M +$3.19M +19,365 +99%
WWP
2652
WR Wealth Planners
Missouri
$6.39M +$4.93M +29,882 +336%
BDS
2653
Banco de Sabadell
Florida
$6.39M +$30.4K +185 +0.5%
IP
2654
Investment Partners
Ohio
$6.39M +$30K +182 +0.5%
HWM
2655
Heirloom Wealth Management
Colorado
$6.37M +$697K +4,225 +12%
VCP
2656
Vista Capital Partners
Oregon
$6.37M +$955K +5,793 +18%
ACM
2657
AUA Capital Management
Pennsylvania
$6.37M
VCM
2658
Virtue Capital Management
Tennessee
$6.35M -$1.01M -6,173 -14%
HCM
2659
Hall Capital Management
Rhode Island
$6.34M +$66.5K +403 +1%
EWA
2660
Encompass Wealth Advisors
Oregon
$6.34M +$143K +868 +2%
OIM
2661
Orca Investment Management
Oregon
$6.32M -$21.6K -131 -0.3%
BWP
2662
Bernardo Wealth Planning
Pennsylvania
$6.31M -$165K -1,003 -3%
SFS
2663
Security Financial Services
Indiana
$6.31M -$10.7K -65 -0.2%
SIAG
2664
Signet Investment Advisory Group
Rhode Island
$6.3M +$275K +1,669 +5%
FB
2665
First Bancorp
Maine
$6.3M +$978K +5,929 +18%
WAM
2666
WFA Asset Management
Wisconsin
$6.3M +$94.7K +574 +2%
SGCA
2667
Steel Grove Capital Advisors
Tennessee
$6.3M +$536K +3,253 +9%
NPP
2668
New Potomac Partners
Maryland
$6.29M -$34.5K -209 -0.5%
DCM
2669
Delta Capital Management
New Jersey
$6.28M -$33K -200 -0.5%
EIG
2670
Ellenbecker Investment Group
Wisconsin
$6.27M +$15K +91 +0.2%
BV
2671
Boxwood Ventures
Illinois
$6.26M -$2M -12,100 -24%
WAL
2672
W Advisors LLC
Tennessee
$6.25M +$2.64K +16 +0%
FFA
2673
Fi3 Financial Advisors
Indiana
$6.25M -$105K -638 -2%
BIA
2674
Benchmark Investment Advisors
Illinois
$6.24M -$2.18M -13,214 -26%
CCB
2675
Cutter & Co Brokerage
Missouri
$6.23M +$89.4K +542 +1%