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 %
BMA
3051
Brooks Moore & Associates
Tennessee
$4.27M -$146K -887 -3%
FFP
3052
Forbes Financial Planning
Rhode Island
$4.27M -$44.2K -268 -1%
MCM
3053
Magnolia Capital Management
New York
$4.27M -$14K -85 -0.3%
PWM
3054
Prosperity Wealth Management
California
$4.27M +$3.3K +20 +0.1%
BCFD
3055
Boit C.F. David
$4.26M
CWM
3056
Castle Wealth Management
Florida
$4.25M -$8.58K -52 -0.2%
MCA
3057
Maryland Capital Advisors
Maryland
$4.24M +$3.57M +21,624 +528%
AIFAIM
3058
American Institute for Advanced Investment Management
Arizona
$4.24M -$648K -4,259 -13%
SWP
3059
ShoreHaven Wealth Partners
New Jersey
$4.23M -$40.7K -247 -1%
WQ
3060
Wealth Quarterback
New Jersey
$4.23M -$75.5K -458 -2%
CFP
3061
Curran Financial Partners
South Carolina
$4.23M +$132K +803 +3%
WKSWA
3062
White Knight Strategic Wealth Advisors
New Jersey
$4.23M -$127K -769 -3%
TCWM
3063
Total Clarity Wealth Management
Illinois
$4.23M -$406K -2,464 -9%
FVWA
3064
Foster Victor Wealth Advisors
South Carolina
$4.23M +$276K +1,669 +7%
RA
3065
Rational Advisors
New York
$4.22M +$477K +2,893 +13%
FIM
3066
FWL Investment Management
Texas
$4.22M -$726K -4,400 -15%
IP
3067
Intellectus Partners
California
$4.21M -$204K -1,240 -5%
FA
3068
Financial Advisors
Massachusetts
$4.21M +$825 +5 +0%
HCM
3069
Hengehold Capital Management
Ohio
$4.2M +$195K +1,185 +5%
MSCM
3070
McElhenny Sheffield Capital Management
Texas
$4.19M +$594K +3,619 +16%
DA
3071
Doliver Advisors
Texas
$4.19M +$52.4K +318 +1%
W
3072
WPWealth
Texas
$4.19M +$77.8K +472 +2%
HI
3073
HBK Investments
Texas
$4.19M +$4.19M +25,381 New
Boston Partners
3074
Boston Partners
Massachusetts
$4.18M +$1.66M +10,094 +66%
GHA
3075
Granite Harbor Advisors
Texas
$4.17M +$530K +3,212 +15%