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 %
MECA
3401
Miller Equity Capital Advisors
Texas
$2.87M
OCG
3402
Opus Capital Group
Ohio
$2.87M -$29.5K -179 -1%
WMS
3403
Wealth Management Solutions
Pennsylvania
$2.86M -$97.5K -591 -3%
CMANY
3404
Capital Management Associates (New York)
New York
$2.86M -$655K -3,975 -19%
RIA
3405
Retirement Investment Advisors
Oklahoma
$2.86M +$1.31M +7,968 +85%
LA
3406
Lane & Associates
New Jersey
$2.86M -$217K -1,318 -7%
SMF
3407
Sterling Manor Financial
New York
$2.86M +$29.7K +180 +1%
TAM
3408
Todd Asset Management
Kentucky
$2.85M -$24.6M -149,353 -90%
GSC
3409
G&S Capital
Colorado
$2.85M -$18K -109 -0.6%
IAMOG
3410
Investors Asset Management of Georgia
Georgia
$2.85M -$47.8K -290 -2%
RW
3411
Regimen Wealth
Georgia
$2.84M +$377K +2,307 +15%
NAG
3412
Northstar Advisory Group
New Jersey
$2.83M -$129K -784 -4%
SFP
3413
Sterling Financial Planning
New Jersey
$2.83M +$366K +2,218 +15%
KFS
3414
Kelly Financial Services
Massachusetts
$2.81M +$75K +455 +3%
SG
3415
Sharper & Granite
California
$2.81M -$167K -1,015 -6%
ICM
3416
Islay Capital Management
Texas
$2.8M +$108K +653 +4%
CFC
3417
Coyle Financial Counsel
Illinois
$2.8M -$20.1K -122 -0.7%
CCA
3418
Catalyst Capital Advisors
New York
$2.8M -$500K -3,030 -15%
AA
3419
Altman Advisors
Illinois
$2.8M +$59.4K +539 +2%
WAM
3420
Werlinich Asset Management
Connecticut
$2.8M -$38.8K -235 -1%
PFT
3421
Providence First Trust
Arizona
$2.79M -$323K -1,957 -10%
DCM
3422
Difesa Capital Management
New York
$2.79M -$82.5K -500 -3%
CAC
3423
Cowen and Company
New York
$2.78M +$1.42M +8,607 +104%
IIA
3424
Integral Investment Advisors
California
$2.78M +$820K +4,974 +42%
LAI
3425
Legal Advantage Investments
California
$2.78M -$16.5K -100 -0.6%