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 %
JWM
3276
Janiczek Wealth Management
Colorado
$3.34M +$331K +2,003 +11%
BCM
3277
Beck Capital Management
Texas
$3.34M +$103K +626 +3%
BAG
3278
Bridgewealth Advisory Group
California
$3.34M +$237K +1,436 +8%
NA
3279
Navellier & Associates
Nevada
$3.34M -$115K -699 -3%
BHWM
3280
Beaird Harris Wealth Management
Texas
$3.33M -$300K -1,820 -8%
SL
3281
Sentinus LLC
Illinois
$3.33M +$808K +4,898 +32%
BCM
3282
Birmingham Capital Management
Alabama
$3.33M
MFA
3283
McClarren Financial Advisors
Pennsylvania
$3.32M +$3.62K +22 +0.1%
GPTE
3284
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.32M
EBA
3285
Eagle Bay Advisors
New York
$3.32M +$251K +1,522 +8%
TBWA
3286
Three Bridge Wealth Advisors
California
$3.31M +$74.7K +453 +2%
CNB
3287
Camden National Bank
Maine
$3.31M -$187K -1,133 -5%
UFG
3288
United Fire Group
Iowa
$3.3M
VFM
3289
Viking Fund Management
North Dakota
$3.3M
RWM
3290
Ruedi Wealth Management
Illinois
$3.29M -$24.7K -150 -0.7%
FNBSF
3291
First National Bank Sioux Falls
South Dakota
$3.28M
EA
3292
Emerald Advisors
Washington
$3.28M -$7.59K -46 -0.2%
FWMM
3293
Foundation Wealth Management (Missouri)
Missouri
$3.27M -$771K -4,675 -19%
PH
3294
Pinnacle Holdings
Oklahoma
$3.26M -$36.4K -221 -1%
CGFA
3295
Colton Groome Financial Advisors
North Carolina
$3.26M +$462K +2,801 +17%
CA
3296
Cumberland Advisors
Florida
$3.26M
VAFP
3297
Vahanian & Associates Financial Planning
New York
$3.25M -$145K -878 -4%
TCM
3298
Tributary Capital Management
Nebraska
$3.25M -$54.4K -330 -2%
CWM
3299
Catalyst Wealth Management
Georgia
$3.25M +$121K +731 +4%
SIM
3300
SSI Investment Management
California
$3.25M -$908K -5,508 -22%