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 %
NA
3376
Nottingham Advisors
New York
$2.97M -$159K -962 -5%
RCM
3377
Rain Capital Management
Oregon
$2.97M -$28.4K -172 -0.9%
FSG
3378
Financial Strategies Group
Michigan
$2.96M +$340K +2,059 +13%
RPCA
3379
Running Point Capital Advisors
California
$2.95M +$14.7K +89 +0.5%
NEAM
3380
New England Asset Management
Connecticut
$2.95M -$3.37B -20,428,607 -100%
AWM
3381
Avaii Wealth Management
Wisconsin
$2.94M +$362K +2,196 +14%
CCM
3382
Cox Capital Management
Massachusetts
$2.94M -$1.26M -7,619 -30%
C
3383
CEDRUS
Colorado
$2.94M +$47.8K +290 +2%
ZDA
3384
Zweig-DiMenna Associates
New York
$2.94M -$9.21M -55,872 -76%
IWM
3385
Integris Wealth Management
California
$2.93M -$653K -3,962 -18%
RIS
3386
Retirement Income Solutions
Michigan
$2.93M +$236K +1,433 +9%
AIM
3387
Aspen Investment Management
Michigan
$2.93M +$291K +1,765 +11%
CIAS
3388
CBIZ Investment Advisory Services
Ohio
$2.92M +$2.92M +17,734 New
NCM
3389
NCM Capital Management
New Jersey
$2.92M -$106K -644 -4%
RG
3390
Richelieu Gestion
France
$2.92M +$1.2M +7,270 +70%
BMD
3391
Better Money Decisions
New Mexico
$2.92M -$23.3K -141 -0.8%
LA
3392
Latitude Advisors
Florida
$2.92M -$133K -806 -4%
GWA
3393
Geometric Wealth Advisors
District of Columbia
$2.92M -$34.9K -207 -1%
FBT
3394
First Bank & Trust
South Dakota
$2.91M -$95.3K -578 -3%
JWBC
3395
John W. Brooker & Co
California
$2.9M -$2.82K -17 -0.1%
UWPG
3396
Ullmann Wealth Partners Group
Florida
$2.89M +$328K +1,989 +13%
CAM
3397
Campion Asset Management
Virginia
$2.89M +$37.9K +230 +1%
FGG
3398
Financial Guidance Group
Florida
$2.88M -$26.7K -162 -0.9%
MIA
3399
Milestone Investment Advisors
Wisconsin
$2.88M +$2.88M +17,443 New
SI
3400
Scharf Investments
California
$2.87M -$346K -2,097 -11%