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 %
TC
2701
Tenere Capital
New York
$6.03M -$3.76M -22,790 -38%
DRD
2702
Dennis R. Delaney
$6.03M +$19K +115 +0.3%
ODFS
2703
O'Donnell Financial Services
California
$6.02M +$1.03M +6,236 +21%
PVAMC
2704
PPS&V Asset Management Consultants
Michigan
$6.02M -$87.7K -532 -1%
BCM
2705
Boltwood Capital Management
California
$6.01M +$453K +2,745 +8%
LTI
2706
Laffer Tengler Investments
Tennessee
$6.01M +$674K +4,086 +13%
RWA
2707
Rainsberger Wealth Advisors
Colorado
$6M +$193K +1,172 +3%
HA
2708
Harfst & Associates
Wyoming
$5.99M +$494K +2,993 +9%
IW
2709
Imprint Wealth
South Carolina
$5.99M +$5.99M +35,809 New
SHWM
2710
Silicon Hills Wealth Management
Texas
$5.99M +$875K +5,306 +17%
PGWM
2711
Parisi Gray Wealth Management
New Jersey
$5.98M -$2.86M -17,345 -32%
SIC
2712
Shoker Investment Counsel
Ohio
$5.97M -$15.7K -95 -0.3%
CSPAM
2713
Cary Street Partners Asset Management
Virginia
$5.97M -$505K -3,063 -8%
FWM
2714
Fingerlakes Wealth Management
New York
$5.95M +$34.5K +209 +0.6%
IWS
2715
Insight Wealth Strategies
California
$5.95M +$54.9K +333 +0.9%
MCA
2716
MSH Capital Advisors
Arizona
$5.95M -$1.04M -6,281 -15%
EM
2717
ELCO Management
New York
$5.95M -$47.5K -288 -0.8%
MWM
2718
Mascoma Wealth Management
New Hampshire
$5.94M +$1.53K +9 +0%
OCM
2719
Olstein Capital Management
New York
$5.94M -$2.14M -13,000 -27%
JFA
2720
JNBA Financial Advisors
Minnesota
$5.93M +$138K +837 +2%
CC
2721
Centiva Capital
New York
$5.93M -$15.1M -91,730 -72%
LS
2722
Leelyn Smith
Illinois
$5.93M +$154K +934 +3%
MFG
2723
Midwest Financial Group
Kansas
$5.93M +$5.93M +35,940 New
LF
2724
LifeSteps Financial
California
$5.91M -$349K -2,115 -6%
SL
2725
Sentry LLC
Tennessee
$5.91M +$5.91M +35,816 New