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 %
RMC
3251
Regis Management Company
California
$3.43M -$246K -1,491 -7%
4WM
3252
4J Wealth Management
Virginia
$3.42M -$60K -364 -2%
DL
3253
DOHJ LLC
Washington
$3.42M -$184K -1,116 -5%
TCOK
3254
Trust Company of Kansas
Kansas
$3.42M -$234K -1,421 -6%
KA
3255
Kearns & Associates
California
$3.42M
FCG
3256
Financial Connections Group
California
$3.42M +$368K +2,230 +12%
FWM
3257
FSA Wealth Management
Massachusetts
$3.41M -$37.8K -229 -1%
FTWA
3258
Fifth Third Wealth Advisors
Ohio
$3.41M +$3.41M +20,653 New
SICM
3259
Sustainable Insight Capital Management
New York
$3.4M +$396K +2,400 +13%
ARG
3260
Advisory Resource Group
Oklahoma
$3.4M -$586K -3,551 -15%
RWMG
3261
Redwood Wealth Management Group
New Jersey
$3.39M -$75.4K -457 -2%
IFS
3262
Intelligent Financial Strategies
Minnesota
$3.39M +$1.48K +9 +0%
AW
3263
Apricus Wealth
South Carolina
$3.39M -$58K -352 -2%
AWM
3264
AAF Wealth Management
Massachusetts
$3.38M -$142K -861 -4%
KCM
3265
Kendall Capital Management
Maryland
$3.38M +$87.7K +532 +3%
LWAM
3266
Legacy Wealth Asset Management
Minnesota
$3.38M -$13.7K -83 -0.4%
ML
3267
Mayport LLC
Massachusetts
$3.38M +$332K +2,012 +11%
DA
3268
Detalus Advisors
Missouri
$3.38M -$82.8K -502 -2%
V
3269
ViaWealth
Kansas
$3.37M +$9.23K +56 +0.3%
LCWP
3270
Legacy Capital Wealth Partners
Arkansas
$3.37M +$3.37M +20,447 New
BBL
3271
Beck Bode LLC
Massachusetts
$3.37M -$3.99M -24,168 -54%
SAMC
3272
Spectrum Asset Management (California)
California
$3.37M +$103K +627 +3%
RCG
3273
Rock Creek Group
District of Columbia
$3.36M +$68.6K +416 +2%
VCM
3274
Versant Capital Management
Arizona
$3.35M +$429K +2,602 +15%
JWWM
3275
Johnson & White Wealth Management
Pennsylvania
$3.35M +$3.35M +20,340 New