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 %
NMG
2976
New Millennium Group
Utah
$4.69M -$219K -1,328 -4%
SHFP
2977
Second Half Financial Partners
Florida
$4.68M -$60K -364 -1%
SDWMA
2978
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.68M -$97.3K -590 -2%
AA
2979
Addison Advisors
Vermont
$4.67M +$16.8K +102 +0.4%
CFFP
2980
Center for Financial Planning
Michigan
$4.66M -$206K -1,249 -4%
CWM
2981
Cahaba Wealth Management
Georgia
$4.65M -$123K -745 -3%
TWI
2982
Thomas White International
Illinois
$4.65M
PHAM
2983
Portland Hill Asset Management
United Kingdom
$4.65M -$91.7K -570 -2%
IF
2984
Integrity Financial
Wyoming
$4.64M +$111K +675 +2%
TCM
2985
Tandem Capital Management
New Jersey
$4.63M -$88.2K -535 -2%
MPW
2986
MGO Private Wealth
California
$4.62M -$1.69M -10,224 -27%
HFS
2987
Heritage Financial Services
Massachusetts
$4.62M +$163K +991 +4%
BF
2988
Blankinship & Foster
California
$4.62M +$330 +2 +0%
CAMV
2989
Concord Asset Management (Virginia)
Virginia
$4.6M +$1.99M +12,051 +76%
GWAG
2990
Garrett Wealth Advisory Group
Texas
$4.6M +$5.44K +33 +0.1%
VFP
2991
Verus Financial Partners
Virginia
$4.6M +$5.8K +35 +0.1%
CWM
2992
Collaborative Wealth Management
Florida
$4.58M -$19.5K -118 -0.4%
SA
2993
SFI Advisors
New Jersey
$4.57M +$43.2K +262 +1%
DCM
2994
Dimension Capital Management
Florida
$4.56M -$10.2K -62 -0.2%
AWA
2995
Archvest Wealth Advisors
California
$4.56M +$296K +1,793 +7%
BB
2996
Bell Bank
North Dakota
$4.54M -$97.6K -592 -2%
LRWA
2997
Long Run Wealth Advisors
New York
$4.54M -$816K -4,947 -15%
DI
2998
DDFG Inc
California
$4.54M +$333K +2,017 +8%
TA
2999
Tectonic Advisors
Texas
$4.54M +$165K +1,003 +4%
QWM
3000
QP Wealth Management
New Jersey
$4.54M -$264K -1,598 -5%