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 %
RF
3201
Robbins Farley
New Hampshire
$3.63M +$30.2K +183 +0.8%
SWM
3202
Salvus Wealth Management
New Jersey
$3.63M +$75.9K +460 +2%
UL
3203
Unionview LLC
Washington
$3.63M -$24.1K -146 -0.7%
WFA
3204
Wade Financial Advisory
California
$3.62M +$46.8K +284 +1%
I
3205
IMPACTfolio
Colorado
$3.61M -$307K -1,863 -8%
CF
3206
Copperwynd Financial
Arizona
$3.61M +$1.02M +6,157 +39%
DIP
3207
Davis Investment Partners
North Carolina
$3.61M +$202K +1,222 +6%
BMM
3208
Berkshire Money Management
Massachusetts
$3.6M +$105K +634 +3%
HR
3209
Hardy Reed
Mississippi
$3.6M +$5.94K +36 +0.2%
Members Trust
3210
Members Trust
Florida
$3.6M +$515K +3,120 +17%
BA
3211
Bluesphere Advisors
Pennsylvania
$3.59M +$26.4K +160 +0.7%
CTC (Chicago Trading Company)
3212
CTC (Chicago Trading Company)
Illinois
$3.59M +$3.59M +22,088 New
BC
3213
Bowman & Company
Wisconsin
$3.58M +$37.3K +226 +1%
LTAS
3214
Linden Thomas Advisory Services
North Carolina
$3.58M +$104K +629 +3%
SFA
3215
Source Financial Advisors
New York
$3.57M -$239K -1,452 -6%
OWA
3216
Outlook Wealth Advisors
Texas
$3.57M +$53.8K +326 +2%
SA
3217
Shilanski & Associates
Alaska
$3.57M +$17.5K +107 +0.5%
BWA
3218
BlueSky Wealth Advisors
North Carolina
$3.57M +$16.5K +100 +0.5%
SIM
3219
Sterling Investment Management
Arizona
$3.56M -$39.7K -241 -1%
FCCM
3220
First City Capital Management
Georgia
$3.56M -$398K -2,347 -10%
WAM
3221
Worth Asset Management
Texas
$3.56M -$11.2K -68 -0.3%
SFG
3222
Synergy Financial Group
California
$3.55M -$153K -930 -4%
AA
3223
Alesco Advisors
New York
$3.55M +$674K +4,085 +23%
PAG
3224
Paladin Advisory Group
Iowa
$3.55M +$3.55M +21,507 New
CFA
3225
Compass Financial Advisors
Indiana
$3.54M -$54.3K -329 -2%