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 %
SP
2926
Successful Portfolios
Florida
$4.93M -$161K -979 -3%
1WM
2927
1900 Wealth Management
Texas
$4.92M +$190K +1,425 +4%
GCM
2928
G2 Capital Management
Ohio
$4.92M +$24.6K +149 +0.5%
OCPWS
2929
One Charles Private Wealth Services
Massachusetts
$4.92M -$111K -671 -2%
HG
2930
Herbst Group
Connecticut
$4.92M +$88.4K +536 +2%
CST
2931
Charles Schwab Trust
Nevada
$4.92M -$2.15M -13,026 -30%
AGAM
2932
Audent Global Asset Management
California
$4.91M +$244K +1,479 +5%
WAG
2933
Windsor Advisory Group
Ohio
$4.88M -$301K -1,828 -6%
EDRIA
2934
Edmonds Duncan Registered Investment Advisors
Kansas
$4.87M -$12.5K -76 -0.3%
LFA
2935
Landmark Financial Advisors
Kentucky
$4.87M -$155K -938 -3%
MWVC
2936
Morgens Waterfall Vintiadis & Co
New York
$4.86M -$247K -1,500 -5%
OPWM
2937
Oxinas Partners Wealth Management
Indiana
$4.86M -$184K -1,118 -4%
LC
2938
Landaas & Company
Wisconsin
$4.86M +$54.8K +332 +1%
IIL
2939
Insight Inv LLC
California
$4.83M -$445K -2,700 -8%
MWPCG
2940
Measured Wealth Private Client Group
New Hampshire
$4.83M -$579K -3,512 -11%
TA
2941
Trellis Advisors
Washington
$4.83M +$93.8K +569 +2%
FNBOH
2942
First National Bank of Hutchinson
Kansas
$4.83M -$518K -3,142 -10%
HCM
2943
Hudson Capital Management
New Jersey
$4.82M +$141K +855 +3%
RHP
2944
Royal Harbor Partners
Texas
$4.82M -$148K -896 -3%
BCFS
2945
Butensky & Cohen Financial Security
Florida
$4.81M +$62K +376 +1%
JIC
2946
JRM Investment Counsel
Nebraska
$4.81M -$184K -1,116 -4%
MKC
2947
M. Kraus & Co
Vermont
$4.81M +$377K +2,289 +9%
AWP
2948
Accretive Wealth Partners
New Jersey
$4.8M -$188K -1,143 -4%
RIM
2949
RW Investment Management
Idaho
$4.8M +$155K +938 +3%
PTC
2950
Provident Trust Company
Wisconsin
$4.79M