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 %
FPFS
2751
First Personal Financial Services
North Carolina
$5.79M +$7.42K +45 +0.1%
EA
2752
Ellsworth Advisors
Ohio
$5.78M -$187K -1,134 -3%
DR
2753
Davis Rea
Ontario, Canada
$5.78M -$1.7M -10,292 -23%
FPGT
2754
Financial Partners Group (Tennessee)
Tennessee
$5.78M -$3.96K -24 -0.1%
SCM
2755
Sitrin Capital Management
California
$5.77M -$39.9K -242 -0.7%
HIM
2756
Herald Investment Management
United Kingdom
$5.77M
NCM
2757
Next Capital Management
New York
$5.76M +$824 +5 +0%
BAM
2758
Byrne Asset Management
New Jersey
$5.76M -$62.2K -377 -1%
SV
2759
Sturgeon Ventures
United Kingdom
$5.75M -$736K -4,466 -11%
WCM
2760
Wunderlich Capital Managemnt
Tennessee
$5.75M +$2.97K +18 +0.1%
MA
2761
McBroom & Associates
Nevada
$5.74M +$186K +1,130 +3%
GWA
2762
GGM Wealth Advisors
Maryland
$5.74M -$17.5K -106 -0.3%
IAM
2763
Infusive Asset Management
New York
$5.74M -$1.18M -10,828 -17%
EA
2764
Eclectic Associates
California
$5.74M +$224K +1,361 +4%
PB
2765
Pinnacle Bancorp
Nebraska
$5.74M -$17.5K -106 -0.3%
SWA
2766
Strata Wealth Advisors
Texas
$5.73M -$328K -1,991 -5%
LRIC
2767
Long Road Investment Counsel
Michigan
$5.73M
SCM
2768
Seascape Capital Management
New Hampshire
$5.73M -$156K -946 -3%
NIA
2769
NIA Impact Advisors
California
$5.72M +$29.8K +181 +0.5%
OCM
2770
Osterweis Capital Management
California
$5.71M
SFS
2771
Solitude Financial Services
Virginia
$5.71M -$1.26M -7,627 -18%
SCP
2772
Stamos Capital Partners
California
$5.7M +$615K +3,730 +12%
BWM
2773
Baron Wealth Management
Michigan
$5.7M +$5.28K +32 +0.1%
BFA
2774
Beacon Financial Advisory
Ohio
$5.69M -$974K -5,907 -15%
DOA
2775
D'Orazio & Associates
Virginia
$5.68M +$475K +2,879 +9%