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 %
GCM
3576
Goldstream Capital Management
Hong Kong
$2.26M +$2M +12,129 +758%
SM
3577
Sensible Money
Arizona
$2.26M +$29.5K +179 +1%
GAM
3578
Garrison Asset Management
Arkansas
$2.26M +$123K +748 +6%
GIM
3579
Greenwich Investment Management
Connecticut
$2.26M -$375K -2,277 -14%
SPIO
3580
Seven Post Investment Office
California
$2.26M +$495 +3 +0%
2L
3581
25 LLC
Missouri
$2.25M +$2.25M +12,997 New
WFA
3582
West Financial Advisors
Iowa
$2.25M +$86.2K +523 +4%
EE
3583
EWG Elevate
California
$2.25M -$45.2K -274 -2%
AA
3584
AlphaMark Advisors
Kentucky
$2.25M -$120K -725 -5%
F4L
3585
Fortune 45 LLC
Louisiana
$2.25M +$14.8K +90 +0.7%
RFP
3586
RCS Financial Planning
Maryland
$2.25M +$12.4K +75 +0.6%
CAGAS
3587
Capital Advisory Group Advisory Services
Minnesota
$2.24M +$16.5K +100 +0.7%
PWAC
3588
Private Wealth Advisors (California)
California
$2.24M -$47.2K -286 -2%
DLG
3589
Daniel L. Goodwin
$2.23M -$16.5K -100 -0.7%
DA
3590
Drake & Associates
Wisconsin
$2.23M +$74.2K +450 +3%
DM
3591
Diker Management
New York
$2.22M
KWM
3592
Kaydan Wealth Management
Michigan
$2.22M -$51.8K -314 -2%
TCMP
3593
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.22M +$276K +1,698 +14%
ONGA
3594
O'Neil Global Advisors
California
$2.21M +$1.45M +8,800 +191%
PAA
3595
Peregrine Asset Advisers
Oregon
$2.21M -$379K -2,300 -15%
SAMT
3596
Select Asset Management & Trust
Pennsylvania
$2.21M
AIM
3597
AMI Investment Management
Indiana
$2.2M +$3.63K +22 +0.2%
AWA
3598
AmeriServ Wealth Advisors
Pennsylvania
$2.2M -$54.9K -333 -2%
SCM
3599
Stonehearth Capital Management
Massachusetts
$2.2M -$56.6K -343 -3%
HIS
3600
Harvest Investment Services
Illinois
$2.19M +$95.1K +577 +5%