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 %
SG
2676
Somerset Group
Minnesota
$6.22M
LC
2677
LCNB Corp
Ohio
$6.22M -$38.3K -232 -0.6%
MLIC
2678
Mandatum Life Insurance Company
Finland
$6.21M +$4.95K +30 +0.1%
MLA
2679
My Legacy Advisors
Oregon
$6.2M -$46.8K -289 -0.7%
RDFA
2680
Ritter Daniher Financial Advisory
Ohio
$6.19M +$23.3K +141 +0.4%
LFGO
2681
Legacy Financial Group (Oklahoma)
Oklahoma
$6.18M -$61.8K -375 -1%
VDI
2682
Vaughan David Investments
Illinois
$6.16M -$421K -2,552 -6%
HT
2683
Headlands Technologies
Illinois
$6.13M +$6.13M +37,177 New
MAM
2684
McCarthy Asset Management
California
$6.13M -$36.6K -222 -0.6%
OCM
2685
Objective Capital Management
Ohio
$6.12M -$77K -467 -1%
FWM
2686
Forefront Wealth Management
Pennsylvania
$6.12M -$288K -1,749 -5%
SIAG
2687
Safeguard Investment Advisory Group
California
$6.1M +$584K +3,543 +11%
EA
2688
Emerald Advisers
Pennsylvania
$6.1M -$469K -2,843 -7%
BFWA
2689
Benchmark Financial Wealth Advisors
Florida
$6.1M -$70.4K -427 -1%
WP
2690
WealthSpring Partners
California
$6.1M +$2.31K +14 +0%
BCM
2691
Barrier Capital Management
California
$6.1M +$6.1M +37,000 New
ACM
2692
Allred Capital Management
Texas
$6.1M -$13.2K -80 -0.2%
MCA
2693
Magnolia Capital Advisors
Mississippi
$6.1M -$8.91K -54 -0.1%
KC
2694
Kenfarb & Co
Kentucky
$6.08M -$231K -1,400 -4%
WBCM
2695
Wilson & Boucher Capital Management
California
$6.06M +$214K +1,299 +4%
UIA
2696
Ulland Investment Advisors
Minnesota
$6.06M
AIA
2697
Affinity Investment Advisors
California
$6.04M -$1.54M -9,367 -20%
ACM
2698
Alcosta Capital Management
California
$6.04M -$486K -2,945 -7%
GWWM
2699
Great Waters Wealth Management
Minnesota
$6.03M +$61.6K +373 +1%
DCM
2700
DGS Capital Management
New Jersey
$6.03M +$246K +1,494 +4%