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 %
GA
2851
Goldstein Advisors
Wisconsin
$5.33M +$39.1K +237 +0.7%
LA
2852
Lifeworks Advisors
Michigan
$5.31M +$1.27M +7,678 +31%
TFA
2853
Trinity Financial Advisors
Ohio
$5.3M -$86.7K -526 -2%
RWA
2854
Redhawk Wealth Advisors
Minnesota
$5.3M +$162K +984 +3%
CS
2855
Crescent Sterling
Louisiana
$5.28M +$184K +1,116 +4%
LCM
2856
Lattice Capital Management
Washington
$5.28M
ICP
2857
Interchange Capital Partners
Pennsylvania
$5.28M +$3.98M +24,195 +305%
SIA
2858
SkyView Investment Advisors
New Jersey
$5.28M -$112K -681 -2%
PP
2859
PrairieView Partners
Minnesota
$5.26M -$64.5K -391 -1%
SRWM
2860
Shira Ridge Wealth Management
California
$5.26M -$240K -1,458 -4%
FCAG
2861
First Capital Advisors Group
New Jersey
$5.26M -$78.8K -478 -1%
FPA
2862
First Pacific Advisors
California
$5.25M
ARMT
2863
Amica Retiree Medical Trust
Rhode Island
$5.25M
CGH
2864
CMG Global Holdings
Texas
$5.25M -$274K -1,662 -5%
EGA
2865
E&G Advisors
Texas
$5.25M -$462K -2,800 -8%
WW
2866
Westshore Wealth
California
$5.25M +$41.9K +254 +0.8%
IIM
2867
InTrack Investment Management
Vermont
$5.25M +$228K +1,374 +5%
CAM
2868
Cidel Asset Management
Ontario, Canada
$5.24M +$639K +3,877 +14%
TFP
2869
Tilia Fiduciary Partners
North Carolina
$5.24M -$1.98K -12 -0%
GSIS
2870
Global Strategic Investment Solutions
Arizona
$5.23M +$20.8K +126 +0.4%
MAC
2871
Mason & Associates (California)
California
$5.23M +$131K +795 +3%
DJYG
2872
David J. Yvars Group
Florida
$5.23M +$177K +1,072 +3%
BOM
2873
Bank of Marin
California
$5.22M -$111K -675 -2%
CG
2874
Corundum Group
Colorado
$5.22M -$122K -739 -2%
KCM
2875
KLK Capital Management
California
$5.2M +$37.3K +226 +0.7%