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 %
PCG
2876
Prosperity Consulting Group
Maryland
$5.2M -$323K -1,960 -6%
WDL
2877
Well Done LLC
Michigan
$5.19M +$34.1K +207 +0.7%
SOW
2878
State of Wyoming
Wyoming
$5.18M -$911K -5,524 -15%
BWG
2879
Beta Wealth Group
California
$5.18M +$241K +1,459 +5%
NA
2880
Nordwand Advisors
Pennsylvania
$5.18M -$2.99M -18,111 -37%
DA
2881
Dash Acquisitions
California
$5.17M -$43K -261 -0.8%
RDIA
2882
RE Dickinson Investment Advisors
Iowa
$5.17M -$56.7K -344 -1%
SFP
2883
Sweet Financial Partners
Minnesota
$5.16M +$310K +1,881 +6%
GAAM
2884
Guinness Atkinson Asset Management
California
$5.15M -$109K -661 -2%
VPP
2885
Vertex Planning Partners
Illinois
$5.14M -$940K -5,699 -15%
HI
2886
Handelsinvest Investeringsforvaltning
Denmark
$5.13M +$1.18M +7,137 +30%
PA
2887
Parkside Advisors
California
$5.12M -$107K -650 -2%
RFA
2888
Register Financial Advisors
Georgia
$5.12M +$509K +3,087 +11%
OFW
2889
Omnia Family Wealth
Florida
$5.11M -$14.3K -87 -0.3%
BWM
2890
BigSur Wealth Management
Florida
$5.11M -$312K -1,893 -6%
KWM
2891
Kolinsky Wealth Management
New Jersey
$5.11M +$242K +1,467 +5%
HFBOT
2892
Home Federal Bank of Tennessee
Tennessee
$5.09M +$231K +1,400 +5%
PBO
2893
Peoples Bank (Ohio)
Ohio
$5.09M -$180K -1,090 -3%
RSA
2894
River Street Advisors
Illinois
$5.08M -$39.1K -237 -0.8%
GCS
2895
Gordian Capital (Singapore)
Singapore
$5.08M -$2.28M -13,840 -31%
PMA
2896
Prudent Man Advisors
Illinois
$5.07M +$19K +115 +0.4%
AWG
2897
Altus Wealth Group
Colorado
$5.07M -$26.5K -161 -0.5%
HDIM
2898
Hanson & Doremus Investment Management
Vermont
$5.07M -$720K -4,369 -12%
4WM
2899
44 Wealth Management
Oregon
$5.05M -$104K -629 -2%
AAM
2900
Auxier Asset Management
Oregon
$5.04M -$41.6K -252 -0.8%