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 %
CCA
3651
Cottonwood Capital Advisors
Utah
$2.07M -$289K -1,752 -12%
FNBOSM
3652
First National Bank of South Miami
Florida
$2.06M -$233K -1,410 -10%
IC
3653
Iconiq Capital
California
$2.06M +$39.7K +241 +2%
FPIS
3654
Financial Planning & Information Services
Wisconsin
$2.06M +$165 +1 +0%
HPM
3655
Hudson Portfolio Management
New York
$2.06M -$82.5K -500 -4%
HWA
3656
Heartwood Wealth Advisors
Virginia
$2.06M +$52.8K +320 +3%
VBFP
3657
Valtinson Bruner Financial Planning
Minnesota
$2.06M +$8.08K +49 +0.4%
TA
3658
TrueWealth Advisors
Alabama
$2.06M -$85.4K -518 -4%
LFDLE
3659
La Financiere de L'Echiquier
France
$2.05M +$1.13M +6,852 +122%
CMP
3660
Courage Miller Partners
Virginia
$2.05M +$446K +2,707 +28%
RIA
3661
Richwood Investment Advisors
Ohio
$2.05M -$7.42K -45 -0.4%
SHWM
3662
Smith & Howard Wealth Management
Georgia
$2.05M -$380K -2,307 -16%
RWM
3663
Refined Wealth Management
Utah
$2.04M +$49.6K +301 +2%
PFG
3664
Pinnacle Financial Group
Illinois
$2.03M -$11.7K -71 -0.6%
SPI
3665
Sutton Place Investors
New York
$2.03M +$75.5K +458 +4%
MFG
3666
Menard Financial Group
Texas
$2.03M +$55.6K +337 +3%
GFL
3667
Granite FO LLC
New Hampshire
$2.03M +$1.69M +9,955 +499%
BWM
3668
BlackDiamond Wealth Management
New York
$2.02M +$143K +875 +8%
CFO
3669
Capitol Family Office
Oregon
$2.02M
AR
3670
Apeiron RIA
Texas
$2.02M -$146K -886 -7%
OGF
3671
Orin Green Financial
California
$2.02M -$136K -822 -6%
CWA
3672
Core Wealth Advisors
Florida
$2.02M -$32.3K -196 -2%
PFG
3673
PAX Financial Group
Texas
$2.01M -$15.8K -96 -0.8%
VCM
3674
Viewpoint Capital Management
Washington
$2.01M -$12.9K -78 -0.6%
CFA
3675
Camarda Financial Advisors
Florida
$2M -$237K -1,440 -11%