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 %
BCM
3351
Brainard Capital Management
Texas
$3.08M +$4.29K +26 +0.1%
WAOI
3352
Wealth Advisors of Iowa
Iowa
$3.06M -$23.6K -143 -0.8%
SGWM
3353
Sterling Group Wealth Management
California
$3.06M -$36.4K -221 -1%
LKIM
3354
Lawson Kroeker Investment Management
Nebraska
$3.06M +$2.53M +15,330 +479%
SWRP
3355
Summit Wealth & Retirement Planning
California
$3.05M -$267K -1,617 -8%
LOIM
3356
Liberty One Investment Management
Illinois
$3.05M +$322K +1,955 +12%
LIM
3357
Loudon Investment Management
New Hampshire
$3.05M -$267K -1,620 -8%
AWA
3358
Acorn Wealth Advisors
Michigan
$3.05M +$63.5K +385 +2%
JGUA
3359
John G. Ullman & Associates
New York
$3.05M +$14.8K +90 +0.5%
T
3360
TNF
Montana
$3.04M -$17.5K -103 -0.6%
AWS
3361
Aspen Wealth Strategies
Colorado
$3.04M -$26.2K -159 -0.9%
GPWA
3362
Great Point Wealth Advisors
Massachusetts
$3.02M -$4.29K -26 -0.1%
WF
3363
Whelan Financial
California
$3.02M -$31.5K -191 -1%
SB
3364
Sunflower Bank
Texas
$3.02M -$1.28M -7,775 -30%
CIA
3365
Cape Investment Advisory
Georgia
$3.02M +$3.02M +18,306 New
HCM
3366
HMS Capital Management
Tennessee
$3.02M -$738K -4,476 -20%
CFG
3367
Carr Financial Group
Massachusetts
$3.01M -$527K -3,196 -15%
HA
3368
Hofer & Associates
California
$3.01M
CWA
3369
CJM Wealth Advisers
Virginia
$3M +$33.5K +203 +1%
OFS
3370
Oldfather Financial Services
Nebraska
$3M -$2.97K -18 -0.1%
RB
3371
Renasant Bank
Mississippi
$2.99M +$23.9K +145 +0.8%
PFA
3372
Pathway Financial Advisors
Vermont
$2.99M
GAM
3373
GEM Asset Management
Michigan
$2.99M -$1.15K -7 -0%
BDFN
3374
Bond & Devick Financial Network
Minnesota
$2.98M +$331K +2,005 +12%
HWMG
3375
Hurlow Wealth Management Group
Indiana
$2.98M +$5.61K +34 +0.2%