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 %
WWM
2826
Wolff Wiese Magana
California
$5.42M +$12.2K +74 +0.2%
TMWM
2827
Taylor & Morgan Wealth Management
Michigan
$5.42M +$42.5K +258 +0.8%
GPA
2828
Garrison Point Advisors
California
$5.42M -$34.6K -210 -0.6%
MM
2829
Meridian Management
Arkansas
$5.4M -$834K -5,059 -13%
SW
2830
StrongBox Wealth
Missouri
$5.38M -$145K -880 -3%
SSW
2831
Smith Shellnut Wilson
Mississippi
$5.38M
CAL
2832
Capital Advisors Ltd
Ohio
$5.38M -$1.09M -6,591 -17%
LAM
2833
Lakewood Asset Management
Illinois
$5.38M +$495 +3 +0%
WHCI
2834
W.H. Cornerstone Investments
Massachusetts
$5.38M +$271K +1,645 +5%
CAS
2835
Coppell Advisory Solutions
Texas
$5.37M +$2.33M +14,373 +77%
CASC
2836
Coppell Advisory Solutions Corp
Texas
$5.37M +$2.33M +14,373 +77%
WFS
2837
Widmann Financial Services
Maryland
$5.37M +$44.7K +271 +0.8%
PFA
2838
Plotkin Financial Advisors
Maryland
$5.37M +$23.1K +140 +0.4%
HI
2839
Hudock Inc
Pennsylvania
$5.37M -$196K -1,188 -4%
MCM
2840
Monument Capital Management
Virginia
$5.37M +$1.37M +8,317 +34%
FNA
2841
First National Advisers
Nebraska
$5.36M +$203K +1,232 +4%
ES
2842
Eagle Strategies
New York
$5.36M +$180K +1,090 +3%
PWA
2843
Phoenix Wealth Advisors
North Carolina
$5.36M +$2.44M +14,770 +83%
EWA
2844
Etesian Wealth Advisors
Oregon
$5.35M -$43.5K -264 -0.8%
OFA
2845
Oak Family Advisors
Illinois
$5.35M -$436K -2,644 -8%
NED
2846
Nancy E. Dempze
$5.35M +$21.3K +129 +0.4%
EWA
2847
Evolution Wealth Advisors
Florida
$5.34M +$306K +1,858 +6%
OIM
2848
Opus Investment Management
Massachusetts
$5.34M
WPA
2849
West Paces Advisors
Georgia
$5.34M -$587K -3,560 -10%
GCM
2850
Glynn Capital Management
California
$5.33M