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 %
LWM
2776
Lodestone Wealth Management
Washington
$5.67M -$239K -1,448 -4%
YWS
2777
Yarger Wealth Strategies
Ohio
$5.67M +$8.41K +51 +0.1%
WLIM
2778
White Lighthouse Investment Management
Massachusetts
$5.66M +$224K +1,359 +4%
ABP
2779
Arthur B. Page
$5.66M -$66.3K -402 -1%
FSCM
2780
Front Street Capital Management
Montana
$5.65M -$24.6K -149 -0.4%
NIM
2781
Needham Investment Management
New York
$5.65M -$338K -2,050 -6%
FS
2782
Ferguson Shapiro
Georgia
$5.63M +$63K +382 +1%
WMC
2783
Westwood Management Corporation
Illinois
$5.62M
EWM
2784
Elmwood Wealth Management
California
$5.62M -$91.5K -555 -2%
CCM
2785
Check Capital Management
California
$5.62M -$82.5K -500 -1%
CFSG
2786
Clark Financial Services Group
Missouri
$5.62M -$82.8K -502 -1%
MWM
2787
Marion Wealth Management
Pennsylvania
$5.61M +$354K +2,148 +7%
WWM
2788
WT Wealth Management
Arizona
$5.61M +$254K +1,539 +5%
AIC
2789
Archer Investment Corporation
Indiana
$5.61M -$386K -2,415 -6%
SPFA
2790
Summit Place Financial Advisors
New Jersey
$5.61M +$382K +2,315 +7%
BAM
2791
BOS Asset Management
Illinois
$5.61M -$53.1K -322 -0.9%
GWM
2792
Gitterman Wealth Management
New Jersey
$5.6M -$288K -1,744 -5%
PPWM
2793
Paragon Private Wealth Management
Kentucky
$5.6M -$273K -1,655 -5%
EFM
2794
Eley Financial Management
Vermont
$5.6M -$65.5K -397 -1%
FFA
2795
Farther Finance Advisors
California
$5.59M +$1.24M +7,526 +29%
NRW
2796
Nova R Wealth
Kansas
$5.59M +$19.5K +118 +0.3%
CCA
2797
Cora Capital Advisors
New Jersey
$5.58M -$102K -620 -2%
MAG
2798
Mayfair Advisory Group
Alabama
$5.58M +$395K +2,393 +8%
PCWA
2799
Pacific Capital Wealth Advisors
California
$5.58M +$1.54M +9,317 +38%
SFWC
2800
Strategic Family Wealth Counselors
New Jersey
$5.57M +$373K +2,262 +7%