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 %
PSIWM
3151
Paradigm Strategies in Wealth Management
Minnesota
$3.82M -$7.92K -48 -0.2%
AWM
3152
Aprio Wealth Management
Georgia
$3.82M +$648K +3,931 +20%
RC
3153
Rovin Capital
Arizona
$3.81M -$1.48K -9 -0%
SFG
3154
Snider Financial Group
Washington
$3.81M +$982K +5,958 +35%
M
3155
MYeCFO
California
$3.8M +$2.6M +15,782 +217%
ACM
3156
Ategra Capital Management
Virginia
$3.8M -$144K -875 -4%
GITFIT
3157
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$3.8M +$270K +1,635 +8%
CAM
3158
CPA Asset Management
Florida
$3.79M +$981K +5,950 +35%
RG
3159
Retirement Group
California
$3.78M +$2.61M +15,843 +223%
HA
3160
HC Advisors
Georgia
$3.78M +$86.6K +525 +2%
NJBEST
3161
New Jersey Better Educational Savings Trust
New Jersey
$3.78M
RWI
3162
Red Wave Investments
Pennsylvania
$3.77M -$47.2K -286 -1%
NIP
3163
Nicholas Investment Partners
California
$3.77M -$6.65M -40,316 -64%
MPPLM
3164
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.77M -$122K -741 -3%
FMTCOCP
3165
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.77M +$44.4K +269 +1%
EL
3166
Essex LLC
Illinois
$3.76M
LC
3167
Legacy CG
Texas
$3.76M +$56.7K +344 +2%
HI
3168
Human Investing
Oregon
$3.74M -$2.97K -18 -0.1%
EA
3169
Ergawealth Advisors
Illinois
$3.73M +$29.7K +180 +0.8%
PHIMC
3170
Private Harbour Investment Management & Counsel
Ohio
$3.73M -$68.8K -417 -2%
PWM
3171
PRW Wealth Management
Massachusetts
$3.73M +$16.6K +98 +0.4%
SFG
3172
Sunburst Financial Group
Alabama
$3.73M -$36.9K -224 -1%
AWAP
3173
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.72M +$324K +1,963 +10%
JCM
3174
Jacobsen Capital Management
Utah
$3.72M +$265K +1,609 +8%
SW
3175
Signify Wealth
Missouri
$3.7M -$43.9K -266 -1%