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
2901
Windsor Wealth Management
Indiana
$5.04M -$10.5K -65 -0.2%
SL
2902
Summitry LLC
California
$5.03M -$20.4K -124 -0.4%
GDP
2903
Great Diamond Partners
Maine
$5.02M +$22.6K +137 +0.5%
FMP
2904
Financial Management Professionals
Texas
$5.02M +$362K +2,198 +8%
FAP
2905
Financial Advisory Partners
Florida
$5.02M -$57.9K -351 -1%
MCM
2906
McRae Capital Management
New Jersey
$5.01M +$693K +4,200 +16%
WOC
2907
West Oak Capital
California
$5M +$110K +665 +2%
BWA
2908
Burt Wealth Advisors
Maryland
$4.99M +$10.2K +62 +0.2%
PCFFS
2909
Pacific Center for Financial Services
California
$4.99M +$4.99M +30,274 New
LWM
2910
Ledge Wealth Management
Minnesota
$4.98M -$64.5K -391 -1%
AA
2911
Argent Advisors
Louisiana
$4.98M -$78K -473 -2%
ECA
2912
Elevated Capital Advisors
Utah
$4.98M +$21.1K +128 +0.4%
BMC
2913
Beaton Management Company
Massachusetts
$4.97M +$54.4K +330 +1%
AWMG
2914
Alliance Wealth Management Group
New Jersey
$4.97M -$4.78K -29 -0.1%
IAG
2915
Investment Advisory Group
Massachusetts
$4.97M +$83.8K +508 +2%
CA
2916
Cortland Associates
Missouri
$4.96M +$102K +616 +2%
SIA
2917
Schear Investment Advisers
Ohio
$4.96M +$8.74K +53 +0.2%
AIP
2918
Almanack Investment Partners
Pennsylvania
$4.96M +$128K +777 +3%
POIA
2919
Pin Oak Investment Advisors
Texas
$4.96M +$97K +588 +2%
WFMPM
2920
Woodley Farra Manion Portfolio Management
Indiana
$4.95M -$42.7K -259 -0.9%
JC
2921
JBF Capital
Colorado
$4.95M +$4.95M +30,000 New
JGIA
2922
Jackson Grant Investment Advisers
Connecticut
$4.93M +$191K +1,159 +4%
SHA
2923
Seneca House Advisors
Virginia
$4.93M -$96.8K -587 -2%
TWM
2924
Triton Wealth Management
Arizona
$4.93M +$1.07M +5,832 +28%
RCS
2925
Retirement Capital Strategies
California
$4.93M -$21.1K -128 -0.4%