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 %
RA
3076
Rise Advisors
New York
$4.17M +$371K +2,249 +10%
GAM
3077
Gould Asset Management
California
$4.17M -$54.4K -330 -1%
RCWM
3078
Royal Capital Wealth Management
Indiana
$4.17M +$5.61K +34 +0.1%
EWA
3079
ERTS Wealth Advisors
Michigan
$4.16M -$367K -2,226 -8%
MPCL
3080
My Personal CFO LLC
Washington
$4.16M +$3.84M +23,317 +1,220%
OFG
3081
OmniStar Financial Group
North Carolina
$4.16M +$13.2K +80 +0.3%
TIM
3082
Total Investment Management
Arizona
$4.15M +$194K +1,179 +5%
SFB
3083
STAR Financial Bank
Indiana
$4.14M -$116K -704 -3%
PWA
3084
Primoris Wealth Advisors
Florida
$4.13M -$91.7K -556 -2%
WFA
3085
Wellspring Financial Advisors
Ohio
$4.13M -$1.99M -12,064 -33%
WCM
3086
Weik Capital Management
Pennsylvania
$4.13M -$8.25K -50 -0.2%
AOI
3087
Auto-Owners Insurance
Michigan
$4.12M
ACM
3088
Alight Capital Management
New York
$4.12M +$4.12M +25,000 New
HS
3089
Horan Securities
United States
$4.12M +$60.8K +369 +2%
BHIC
3090
Bassett Hargrove Investment Counsel
Delaware
$4.11M -$18.8K -114 -0.5%
RA
3091
Rockingstone Advisors
Massachusetts
$4.11M +$133K +809 +3%
FFG
3092
Fortem Financial Group
California
$4.11M -$300K -1,821 -7%
WFAG
3093
Worth Financial Advisory Group
North Carolina
$4.1M +$127K +768 +3%
BDF
3094
Black Diamond Financial
Maryland
$4.08M -$87.2K -529 -2%
SAM
3095
S.A. Mason
Michigan
$4.08M +$325K +1,972 +9%
AWM
3096
Accel Wealth Management
Iowa
$4.08M -$93.8K -569 -2%
Dodge & Cox
3097
Dodge & Cox
California
$4.07M -$82.5K -500 -2%
HPM
3098
Hoxton Planning & Management
West Virginia
$4.07M +$70.2K +426 +2%
SA
3099
Sicart Associates
New York
$4.06M -$1.45M -8,793 -26%
PCMC
3100
Paragon Capital Management (Colorado)
Colorado
$4.05M +$660 +4 +0%