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 %
CG
3626
Castellan Group
Kentucky
$2.12M -$4.64M -28,159 -69%
NCMW
3627
Northern Capital Management (Washington)
Washington
$2.12M +$9.24K +56 +0.4%
AFGAS
3628
Allegiance Financial Group Advisory Services
Virginia
$2.12M -$34K -206 -2%
WI
3629
Wedgewood Investors
Pennsylvania
$2.11M +$13.7K +83 +0.7%
RA
3630
Riverstone Advisors
Texas
$2.11M -$22.5K -135 -1%
GA
3631
Greytown Advisors
Florida
$2.11M -$219K -1,331 -9%
Fuller & Thaler Asset Management
3632
Fuller & Thaler Asset Management
California
$2.11M
OFS
3633
OneAscent Financial Services
Alabama
$2.11M -$486K -2,948 -19%
GFP
3634
Guardian Financial Partners
California
$2.1M -$21.8K -132 -1%
B
3635
Barings
North Carolina
$2.1M -$523K -3,171 -20%
RWMH
3636
Riverpoint Wealth Management Holdings
Illinois
$2.1M +$2.64K +16 +0.1%
CGA
3637
Channing Global Advisors
Florida
$2.1M -$436K -2,647 -17%
ECM
3638
Elgethun Capital Management
South Dakota
$2.1M +$165 +1 +0%
FWM
3639
ForthRight Wealth Management
Georgia
$2.1M +$662K +4,014 +46%
WSWA
3640
Warren Street Wealth Advisors
California
$2.1M +$699K +4,237 +50%
VCS
3641
Vaughan & Co Securities
New Jersey
$2.09M -$70.2K -426 -3%
WRM
3642
Weybosset Research & Management
Rhode Island
$2.09M +$44.2K +268 +2%
MFG
3643
Monte Financial Group
Connecticut
$2.09M +$22.9K +139 +1%
WIM
3644
Waycross Investment Management
Washington
$2.08M -$189K -1,145 -8%
DI
3645
Disciplined Investments
Oklahoma
$2.08M +$327K +1,985 +19%
AWM
3646
Avondale Wealth Management
Texas
$2.08M -$136K -825 -6%
MAM
3647
Marquette Asset Management
Minnesota
$2.08M
MWC
3648
MBM Wealth Consultants
Missouri
$2.08M
PS
3649
Portfolio Strategies
New York
$2.07M -$12.7K -77 -0.6%
KHC
3650
Koesten Hirschmann & Crabtree
Kansas
$2.07M -$129K -784 -6%