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 %
WI
3101
WrapManager Inc
California
$4.05M +$128K +774 +3%
TIM
3102
Tevis Investment Management
Texas
$4.05M -$3.96K -24 -0.1%
ACM
3103
Advance Capital Management
Michigan
$4.04M +$11.9K +72 +0.3%
BIA
3104
Bell Investment Advisors
California
$4.03M +$114K +692 +3%
CHA
3105
Cooper/Haims Advisors
New York
$4.03M -$154K -932 -4%
BCM
3106
Brasada Capital Management
Texas
$4.03M +$51.1K +310 +1%
AWM
3107
Affinity Wealth Management
Delaware
$4.03M +$63.8K +387 +2%
IA
3108
IAM Advisory
Pennsylvania
$4.03M +$39.4K +239 +1%
KIA
3109
Kraematon Investment Advisors
Massachusetts
$4.02M -$94.2K -571 -2%
RIM
3110
Rockbridge Investment Management
New York
$4.02M -$2.31K -14 -0.1%
CBC
3111
Coombe, Bender & Co
New York
$4.01M +$235K +1,428 +6%
LFS
3112
Legacy Financial Strategies
Kansas
$4.01M -$13.7K -83 -0.3%
MPIA
3113
Mountain Pacific Investment Advisers
Idaho
$4.01M +$14.8K +90 +0.4%
WFA
3114
WMG Financial Advisors
Tennessee
$4M -$1.14M -6,006 -22%
TWM
3115
TMD Wealth Management
Arizona
$4M +$417K +2,531 +12%
AC
3116
Annandale Capital
Texas
$4M +$825 +5 +0%
LF
3117
Lantz Financial
Illinois
$4M -$32.7K -198 -0.8%
MSWM
3118
McGlone Suttner Wealth Management
Wisconsin
$3.99M +$143K +869 +4%
GIM
3119
Guild Investment Management
California
$3.99M -$185K -1,120 -4%
KAM
3120
Karani Asset Management
New York
$3.99M -$2.64K -16 -0.1%
CWA
3121
Centennial Wealth Advisory
Michigan
$3.98M +$56.1K +340 +1%
FFC
3122
First Financial Corp
Indiana
$3.97M -$183K -1,107 -4%
LSIA
3123
LaSalle St. Investment Advisors
Illinois
$3.97M +$1.35M +8,169 +51%
WPW
3124
Watershed Private Wealth
Illinois
$3.96M +$379K +2,298 +11%
WCM
3125
Windsor Capital Management
Arizona
$3.96M -$97.1K -589 -2%