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 %
OWA
3451
Opal Wealth Advisors
New York
$2.71M +$38.8K +235 +1%
CM
3452
Cercano Management
Washington
$2.71M -$23M -139,465 -89%
GFG
3453
Goldstone Financial Group
Illinois
$2.7M +$2.7M +16,385 New
KWA
3454
Kellett Wealth Advisors
Ohio
$2.7M -$356K -2,159 -12%
PFA
3455
Peak Financial Advisors
Colorado
$2.69M +$1.84M +11,161 +216%
TCM
3456
Tradewinds Capital Management
Washington
$2.69M +$51.9K +315 +2%
GAA
3457
Green Alpha Advisors
Colorado
$2.67M -$49.8K -302 -2%
FCM
3458
Fourpath Capital Management
Oklahoma
$2.67M -$34.6K -210 -1%
WB
3459
West Bancorporation
Iowa
$2.67M -$263K -1,594 -9%
E
3460
ETFidea
New York
$2.67M -$51.1K -310 -2%
NC
3461
NinePointTwo Capital
California
$2.66M -$277K -1,679 -9%
FAM
3462
Fenimore Asset Management
New York
$2.66M -$1.32K -8 -0%
GCM
3463
Gallacher Capital Management
Colorado
$2.66M +$231K +1,401 +10%
CWMU
3464
Caliber Wealth Management (Utah)
Utah
$2.65M -$153K -928 -5%
FWA
3465
Freedom Wealth Alliance
Wisconsin
$2.65M +$11K +67 +0.4%
CFO
3466
Collective Family Office
Pennsylvania
$2.65M +$109K +662 +4%
EWM
3467
Echo Wealth Management
Minnesota
$2.65M -$330K -2,002 -11%
FWM
3468
Forza Wealth Management
Florida
$2.64M +$1.65K +10 +0.1%
NSG
3469
Nalls Sherbakoff Group
Tennessee
$2.64M +$2.64M +16,237 New
PIM
3470
Parker Investment Management
California
$2.62M -$37.1K -225 -1%
BCM
3471
Basso Capital Management
Connecticut
$2.62M
CP
3472
Covenant Partners
Tennessee
$2.61M -$458K -2,777 -15%
QFA
3473
Quattro Financial Advisors
Texas
$2.61M +$535K +3,243 +26%
NQWM
3474
Northwest Quadrant Wealth Management
Oregon
$2.61M -$69.9K -424 -3%
RI
3475
Rinkey Investments
California
$2.61M +$55.4K +336 +2%