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 %
LWP
3026
Lumature Wealth Partners
Georgia
$4.38M +$123K +748 +3%
ODIJL
3027
One Day In July LLC
Vermont
$4.38M +$136K +824 +3%
CBNLCF
3028
Cognios Beta Neutral Large Cap Fund
Kansas
$4.37M
AIC
3029
Argus Investors Counsel
New York
$4.37M -$13.5K -82 -0.3%
QWM
3030
Quaker Wealth Management
New Jersey
$4.37M -$69.9K -424 -2%
DWA
3031
Dougherty Wealth Advisers
Minnesota
$4.37M +$2.16M +13,074 +97%
AI
3032
AXS Investments
New York
$4.36M +$61K +370 +1%
FWS
3033
FinDec Wealth Services
California
$4.36M -$198K -1,198 -4%
HFG
3034
Heron Financial Group
New York
$4.36M -$5.28K -32 -0.1%
APA
3035
Astoria Portfolio Advisors
New York
$4.36M -$360K -2,175 -8%
RWPA
3036
Richard W. Paul & Associates
Michigan
$4.35M +$179K +1,084 +4%
LW
3037
Libra Wealth
California
$4.35M
RCA
3038
Reitz Capital Advisors
Michigan
$4.35M -$286K -1,750 -6%
HC
3039
Hamilton Capital
Ohio
$4.34M -$193K -1,172 -4%
NWA
3040
New World Advisors
Massachusetts
$4.33M +$69.1K +419 +2%
LNWTC
3041
Laird Norton Wetherby Trust Company
Washington
$4.32M +$165 +1 +0%
OF
3042
Outfitter Financial
Maine
$4.32M -$641K -3,885 -13%
PPC
3043
Park Place Capital
Alabama
$4.32M -$110K -670 -2%
MCM
3044
Mendel Capital Management
Arkansas
$4.32M +$208K +1,261 +5%
GFWA
3045
Grey Fox Wealth Advisors
Delaware
$4.31M +$406K +2,462 +10%
AC
3046
Addison Capital
Pennsylvania
$4.31M +$42K +255 +1%
SFG
3047
Summit Financial Group
West Virginia
$4.31M -$346K -2,100 -7%
KIA
3048
Knollwood Investment Advisory
Maryland
$4.29M
PHAM
3049
Palisades Hudson Asset Management
Florida
$4.29M -$254K -1,540 -6%
CIC
3050
Cutler Investment Counsel
Oregon
$4.27M -$130K -791 -3%