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 %
CIC
3301
Cornercap Investment Counsel
Georgia
$3.24M -$33K -200 -1%
APC
3302
Aspire Private Capital
North Carolina
$3.24M +$88.1K +534 +3%
WIA
3303
World Investment Advisors
California
$3.24M +$28K +170 +0.9%
CWM
3304
Campbell Wealth Management
Virginia
$3.24M -$122K -741 -4%
CWMGP
3305
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.23M -$198K -1,201 -6%
WP
3306
Wealthspan Partners
Iowa
$3.23M -$16.8K -102 -0.5%
DAC
3307
Dividend Assets Capital
South Carolina
$3.23M
SGA
3308
Sustainable Growth Advisers
Connecticut
$3.22M
CNFG
3309
Creegan & Nassoura Financial Group
New Hampshire
$3.22M -$8.25K -50 -0.3%
SIS
3310
Strategic Investment Solutions
Illinois
$3.21M -$57.5K -349 -2%
GAG
3311
Goodman Advisory Group
Massachusetts
$3.21M -$104K -633 -3%
PIAS
3312
PCA Investment Advisory Services
Ohio
$3.21M +$3.21M +19,451 New
RRWA
3313
Rainey & Randall Wealth Advisors
Florida
$3.21M +$3.79K +23 +0.1%
PMG
3314
Private Management Group
California
$3.2M -$391K -2,372 -11%
IDBONY
3315
Israel Discount Bank of New York
New York
$3.2M -$321K -1,947 -9%
AAM
3316
Austin Asset Management
Texas
$3.2M -$16.3K -99 -0.5%
LSWM
3317
Lorne Steinberg Wealth Management
Canada
$3.19M +$1.32K +8 +0%
BWCS
3318
Beirne Wealth Consulting Services
Connecticut
$3.19M -$201K -1,220 -6%
MFS
3319
Madrona Financial Services
Washington
$3.18M +$775K +4,697 +32%
PWM
3320
Praetorian Wealth Management
California
$3.18M +$255K +1,548 +9%
NFP
3321
Narus Financial Partners
Utah
$3.17M -$166K -1,007 -5%
TA
3322
Townsend & Associates
Colorado
$3.17M +$2.43M +14,325 +327%
AIM
3323
Athena Investment Management
California
$3.17M -$36.4K -221 -1%
EC
3324
EdgeRock Capital
Colorado
$3.17M +$226K +1,370 +8%
TC
3325
Trust Company
Kansas
$3.16M -$22.6K -137 -0.7%