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 %
PPW
2801
Pasadena Private Wealth
California
$5.57M +$600K +3,640 +12%
PSP
2802
Pacific Sage Partners
Washington
$5.55M -$16K -97 -0.3%
RB
2803
Rodgers Brothers
Pennsylvania
$5.55M -$33K -200 -0.6%
ACM
2804
Analog Century Management
New York
$5.55M +$3.64M +22,050 +190%
TFO
2805
Tarbox Family Office
California
$5.55M +$17.5K +106 +0.3%
AWA
2806
Alta Wealth Advisors
Massachusetts
$5.55M +$111K +676 +2%
BIM
2807
Barton Investment Management
Pennsylvania
$5.54M -$47K -285 -0.8%
AWM
2808
Aberdeen Wealth Management
Illinois
$5.54M -$689K -4,179 -11%
NF
2809
Nvest Financial
New Hampshire
$5.54M +$1.16M +7,055 +27%
SEC
2810
Seven Eight Capital
New York
$5.53M -$816K -4,950 -13%
WWM
2811
Wagner Wealth Management
South Carolina
$5.53M -$24.4K -148 -0.4%
AWM
2812
Ameliora Wealth Management
Switzerland
$5.53M -$1.53M -9,285 -22%
LAS
2813
LWM Advisory Services
Florida
$5.51M -$95.3K -578 -2%
LIG
2814
Lokken Investment Group
Delaware
$5.5M -$15.3K -93 -0.3%
AIM
2815
AHL Investment Management
Florida
$5.5M -$28.4K -172 -0.5%
CIC
2816
Chase Investment Counsel
Virginia
$5.5M -$1.96M -11,894 -26%
DMBA
2817
Deseret Mutual Benefit Administrators
Utah
$5.5M +$121K +732 +2%
CCA
2818
Cadent Capital Advisors
Oklahoma
$5.49M +$52.1K +316 +1%
FI
2819
Fosun International
China
$5.49M +$2.15M +13,017 +64%
BIA
2820
Bigelow Investment Advisors
Maine
$5.46M -$371K -2,247 -6%
AWM
2821
Act Wealth Management
Texas
$5.44M -$78.5K -476 -1%
MPPW
2822
Mitchell & Pahl Private Wealth
Oklahoma
$5.44M -$106K -642 -2%
FCFS
2823
First Command Financial Services
Texas
$5.44M -$821K -4,979 -13%
FCB
2824
First Command Bank
Texas
$5.44M -$821K -4,979 -13%
MHWM
2825
Montz Harcus Wealth Management
Louisiana
$5.42M -$163K -986 -3%