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 %
KCM
3501
Kennicott Capital Management
California
$2.53M +$1.65K +10 +0.1%
MCC
3502
Malaga Cove Capital
California
$2.52M +$19.5K +118 +0.8%
ADBIC
3503
A.D. Beadell Investment Counsel
Wisconsin
$2.52M -$37.9K -230 -1%
TAM
3504
Tucker Asset Management
Colorado
$2.52M +$110K +665 +5%
AL
3505
ADE LLC
Maryland
$2.52M -$4.95K -30 -0.2%
ONSWM
3506
Old North State Wealth Management
North Carolina
$2.51M +$233K +1,411 +10%
MWM
3507
MinichMacGregor Wealth Management
New York
$2.51M +$385K +2,334 +18%
JTWM
3508
Jackson Thornton Wealth Management
Alabama
$2.51M +$85.6K +519 +4%
NRC
3509
New Republic Capital
North Carolina
$2.51M +$693K +4,201 +38%
CM
3510
Capula Management
Cayman Islands
$2.5M -$38.1M -231,180 -94%
R
3511
Rebalance
California
$2.5M +$56.4K +342 +2%
SC
3512
Stephens Consulting
Michigan
$2.5M -$15.5K -94 -0.6%
RRCP
3513
Rip Road Capital Partners
Massachusetts
$2.49M
BCP
3514
Berkeley Capital Partners
Georgia
$2.48M -$41.6K -252 -2%
GWI
3515
Grace & White Inc
New York
$2.48M +$495K +3,000 +25%
KOC
3516
Koss-Olinger Consulting
Florida
$2.48M +$281K +1,703 +13%
ACP
3517
Arcus Capital Partners
Georgia
$2.48M +$1.17M +7,105 +89%
PA
3518
Paragon Advisors
Texas
$2.48M +$1.13M +6,873 +84%
RWA
3519
Rooted Wealth Advisors
Illinois
$2.48M -$390K -2,360 -14%
HSG
3520
Helen Stephens Group
Texas
$2.47M +$76.5K +464 +3%
AWA
3521
Alaska Wealth Advisors
Alaska
$2.47M +$93.2K +565 +4%
FCM
3522
Fortis Capital Management
Washington
$2.46M +$25.1K +152 +1%
FWA
3523
FOCUS Wealth Advisors
Texas
$2.46M +$98.6K +598 +4%
PIA
3524
Powell Investment Advisors
Florida
$2.46M -$7.42K -45 -0.3%
CWA
3525
Capital Wealth Alliance
Arizona
$2.46M -$2.47K -15 -0.1%