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 %
WAG
3476
Wallace Advisory Group
California
$2.6M -$26.9K -163 -1%
EP
3477
Elkhorn Partners
Nebraska
$2.6M -$58.5K -355 -2%
BFA
3478
Brendel Financial Advisors
New Hampshire
$2.6M +$2.6M +15,777 New
OWIM
3479
Old West Investment Management
California
$2.6M
KFA
3480
Krane Funds Advisors
New York
$2.6M +$1.37M +8,517 +111%
LHEI
3481
Leo H. Evart Inc
California
$2.6M -$57.9K -351 -2%
LK
3482
Lumbard & Kellner
New Hampshire
$2.59M +$19.9K +120 +0.8%
PS
3483
Planned Solutions
California
$2.58M -$90K -546 -3%
MAP
3484
Milestone Advisory Partners
North Carolina
$2.58M -$136K -825 -5%
AA
3485
AlphaQ Advisors
Florida
$2.58M -$973K -5,899 -27%
KIA
3486
KLR Investment Advisors
Rhode Island
$2.58M -$425K -2,578 -14%
BG
3487
Bollard Group
Massachusetts
$2.58M +$3.96K +24 +0.2%
RCM
3488
Riverpark Capital Management
New York
$2.57M
DSA
3489
Droms Strauss Advisors
Missouri
$2.57M -$188K -1,140 -7%
WFO
3490
Wealthgate Family Office
Colorado
$2.57M
PWMG
3491
Pinnacle Wealth Management Group
Michigan
$2.56M -$210K -1,275 -8%
SSWG
3492
Seven Springs Wealth Group
Tennessee
$2.56M +$98.9K +600 +4%
KLI
3493
Kelman-Lazarov Inc
Tennessee
$2.56M -$249K -1,509 -9%
FAM
3494
Family Asset Management
South Carolina
$2.56M -$202K -1,222 -7%
CFG
3495
CKW Financial Group
Hawaii
$2.55M +$17.3K +105 +0.7%
AFS
3496
Aft Forsyth & Sober
Florida
$2.55M -$107K -650 -4%
MIS
3497
Morningstar Investment Services
Illinois
$2.55M +$210K +1,297 +9%
BPCA
3498
Bank Pictet & Cie (Asia)
Singapore
$2.54M -$383K -2,323 -13%
PCM
3499
Pointe Capital Management
Michigan
$2.54M -$141K -856 -5%
WHC
3500
Wulff, Hansen & Co
California
$2.54M -$4.95K -30 -0.2%