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 %
VFG
3526
V2 Financial group
Illinois
$2.45M -$49.5K -300 -2%
LWM
3527
Lionsbridge Wealth Management
Florida
$2.44M -$28.9K -175 -1%
ACMA
3528
Arbor Capital Management (Alaska)
Alaska
$2.44M -$118K -730 -5%
MCM
3529
Mainstay Capital Management
Michigan
$2.44M +$28.9K +175 +1%
DA
3530
DCF Advisers
Connecticut
$2.43M
HIC
3531
Harvey Investment Company
Kentucky
$2.43M -$231K -1,400 -9%
CS
3532
Capital Square
Tennessee
$2.43M -$130K -790 -5%
WFPG
3533
Waller Financial Planning Group
Ohio
$2.42M +$330 +2 +0%
RGF
3534
Retirement Guys Formula
Ohio
$2.41M +$78.5K +476 +3%
GC
3535
Giverny Capital
Quebec, Canada
$2.41M
RCM
3536
Raleigh Capital Management
North Carolina
$2.41M +$353K +2,141 +17%
TCWA
3537
Ten Capital Wealth Advisors
Washington
$2.41M +$230K +1,394 +11%
PCM
3538
Palouse Capital Management
Washington
$2.4M -$426K -2,581 -15%
GM
3539
GeoWealth Management
Illinois
$2.39M -$706K -4,283 -23%
AGA
3540
Arkos Global Advisors
Texas
$2.39M -$492K -2,981 -17%
CIA
3541
Compass Ion Advisors
Pennsylvania
$2.39M +$524K +3,176 +28%
MAA
3542
Mraz Amerine & Associates
California
$2.39M -$40.6K -246 -2%
PWM
3543
Provident Wealth Management
Tennessee
$2.38M -$933K -5,657 -28%
SFPG
3544
Stonebridge Financial Planning Group
Florida
$2.38M +$9.4K +57 +0.4%
BF
3545
Brogan Financial
Tennessee
$2.38M
UFA
3546
US Financial Advisors
Massachusetts
$2.37M +$62.7K +380 +3%
LB
3547
Legacy Bridge
Iowa
$2.36M -$274K -1,664 -10%
KL
3548
KilterHowling LLC
Colorado
$2.36M -$18.1K -110 -0.8%
TWA
3549
Talisman Wealth Advisors
New Jersey
$2.36M +$392K +2,376 +20%
CFAM
3550
Center For Asset Management
Florida
$2.36M -$2.81M -17,044 -54%