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 %
WCM
3551
Wallace Capital Management
Texas
$2.35M +$495K +3,000 +27%
PBF
3552
Petix & Botte Financial
California
$2.35M +$2.35M +14,246 New
BA
3553
Bridgewater Associates
Connecticut
$2.35M -$367K -2,228 -14%
ETIA
3554
Epic Trust Investment Advisors
Washington
$2.35M +$123K +747 +6%
CWM
3555
ClientFirst Wealth Management
Arkansas
$2.33M -$89.7K -560 -4%
MHR
3556
Matthew Hamilton Rosenberg
$2.33M -$3.46K -21 -0.1%
CWM
3557
Chicago Wealth Management
Illinois
$2.33M +$63.8K +387 +3%
RFP
3558
Root Financial Partners
California
$2.33M +$2.33M +14,119 New
FWA
3559
FSC Wealth Advisors
New York
$2.33M -$56.6K -343 -2%
FAFN
3560
First Affirmative Financial Network
Colorado
$2.32M -$96.1K -583 -4%
VFPW
3561
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.32M +$577K +3,499 +33%
ACA
3562
Aspire Capital Advisors
Washington
$2.32M +$10.6K +64 +0.5%
RCI
3563
RS Crum Inc
California
$2.31M +$3.63K +22 +0.2%
LOIP
3564
Live Oak Investment Partners
Texas
$2.31M -$1.88M
MUAMU
3565
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.31M -$495K -3,000 -18%
RGI
3566
River Global Investors
United Kingdom
$2.3M
CUAMC
3567
China Universal Asset Management Company
China
$2.3M -$3.07M -18,633 -57%
DWMG
3568
DB Wealth Management Group
California
$2.3M -$66K -400 -3%
BBPWM
3569
Blue Bell Private Wealth Management
Pennsylvania
$2.3M -$162K -982 -7%
GCM
3570
Graham Capital Management
Connecticut
$2.3M +$1.53M +9,306 +201%
FF
3571
Francis Financial
$2.3M +$289K +1,755 +14%
PFA
3572
Professional Financial Advisors
Nebraska
$2.3M -$6.81K -39 -0.3%
BWM
3573
BCGM Wealth Management
Indiana
$2.29M -$428K -2,598 -16%
EWP
3574
Elevation Wealth Partners
California
$2.27M +$2.27M +13,757 New
CIR
3575
Clear Investment Research
Georgia
$2.27M +$26.2K +159 +1%