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 %
WA
3326
WESPAC Advisors
California
$3.16M -$5.33M -32,351 -63%
DWA
3327
Delap Wealth Advisory
Oregon
$3.15M +$799K +4,846 +34%
WFM
3328
Wolff Financial Management
Michigan
$3.15M -$11.7K -71 -0.4%
TVAMP
3329
Tennessee Valley Asset Management Partners
Tennessee
$3.14M -$8.74K -53 -0.3%
CCM
3330
Compass Capital Management
Minnesota
$3.14M -$16.5K -100 -0.5%
MAG
3331
MRA Advisory Group
New Jersey
$3.13M -$173K -1,048 -5%
SWP
3332
Summit Wealth Partners
Florida
$3.12M +$61.2K +371 +2%
TFA
3333
Tobias Financial Advisors
Florida
$3.12M +$243K +1,472 +8%
CSWG
3334
Cardinal Strategic Wealth Guidance
Kentucky
$3.12M -$357K -2,173 -10%
MA
3335
Mosaic Advisors
Texas
$3.11M -$27.5K -167 -0.9%
GSAM
3336
Grant Street Asset Management
Pennsylvania
$3.11M -$37.1K -225 -1%
HFRG
3337
Houlihan Financial Resource Group
Virginia
$3.11M +$47.8K +290 +2%
FH
3338
FWG Holdings
Florida
$3.11M -$168K -1,016 -5%
MGAM
3339
McGowan Group Asset Management
Texas
$3.1M -$330K -2,001 -10%
CA
3340
Crumly & Associates
Illinois
$3.1M +$101K +613 +3%
RWRC
3341
R.W. Roge & Company
New York
$3.1M
FC
3342
FCA Corp
Texas
$3.1M +$1.88M +11,391 +154%
EP
3343
EPIQ Partners
Minnesota
$3.1M +$75K +455 +2%
OPPS
3344
Obsidian Personal Planning Solutions
Maryland
$3.1M -$190K -1,150 -6%
VWMG
3345
Virginia Wealth Management Group
Virginia
$3.09M +$88.6K +537 +3%
PG
3346
Proffitt & Goodson
Tennessee
$3.09M -$124K -754 -4%
FWM
3347
FMB Wealth Management
California
$3.09M -$314K -1,903 -9%
FCM
3348
Family Capital Management
Michigan
$3.08M +$3.46K +21 +0.1%
AWM
3349
AllSquare Wealth Management
New York
$3.08M +$61.3K +372 +2%
CWM
3350
Cahill Wealth Management
Michigan
$3.08M +$165 +1 +0%