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 %
EPA
3226
Element Pointe Advisors
Florida
$3.54M +$10.7K +65 +0.3%
AWM
3227
Aspire Wealth Management
Massachusetts
$3.54M -$79.6K -483 -2%
LI
3228
LVZ Inc
Michigan
$3.53M +$322K +1,954 +10%
WCM
3229
Washburn Capital Management
Florida
$3.52M -$183K -1,110 -5%
AWMT
3230
AAFMAA Wealth Management & Trust
North Carolina
$3.52M +$7.26K +44 +0.2%
MRWM
3231
ML&R Wealth Management
Texas
$3.52M +$1.67M +10,143 +91%
GM
3232
Granger Management
New York
$3.51M -$73.9K -448 -2%
KCM
3233
Kaye Capital Management
California
$3.5M -$2.44M -14,825 -41%
SC
3234
Schulhoff & Co
Ohio
$3.49M
MSA
3235
McAlister Sweet & Associates
Texas
$3.49M +$35.9K +218 +1%
PAWA
3236
Palo Alto Wealth Advisors
California
$3.49M -$187K -1,133 -5%
TNAM
3237
Terra Nova Asset Management
New York
$3.48M -$168K -1,017 -5%
WAM
3238
Walker Asset Management
Missouri
$3.48M +$314K +1,906 +10%
CA
3239
Carson Advisory
Georgia
$3.47M -$246K -1,494 -7%
MWM
3240
Massachusetts Wealth Management
Massachusetts
$3.47M -$210K -1,273 -6%
IWN
3241
Independent Wealth Network
Iowa
$3.46M +$165K +1,003 +5%
TW
3242
Towerpoint Wealth
California
$3.46M +$401K +2,432 +13%
EHWM
3243
Eads & Heald Wealth Management
Georgia
$3.46M -$79.6K -483 -2%
CP
3244
Capital Planning
Washington
$3.45M +$146K +883 +4%
CWM
3245
Cherrydale Wealth Management
New Jersey
$3.44M -$2.17M -13,132 -39%
AWP
3246
Abacus Wealth Partners
California
$3.44M -$1.06M -6,089 -24%
CB
3247
Centennial Bank
Arkansas
$3.44M -$616K -3,738 -15%
HP
3248
Hilltop Partners
Indiana
$3.43M +$8.25K +50 +0.2%
CANY
3249
Caxton Associates (New York)
New York
$3.43M +$1.36M +8,272 +66%
MMM
3250
Mendel Money Management
Illinois
$3.43M -$83.7K -507 -2%