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 %
CWM
3701
Cranbrook Wealth Management
Michigan
$1.92M +$1.17M +7,105 +156%
BSAM
3702
Blue Square Asset Management
New York
$1.92M +$482K +2,922 +33%
MWA
3703
Miller Wealth Advisors
Colorado
$1.92M -$71.1M -230,401 -97%
SF
3704
Safeguard Financial
Wisconsin
$1.92M +$1.1M +6,689 +135%
EW
3705
Element Wealth
Mississippi
$1.92M +$44.4K +269 +2%
HIM
3706
Hillsdale Investment Management
Ontario, Canada
$1.91M -$148K -900 -7%
AFG
3707
Affinia Financial Group
Massachusetts
$1.9M +$233K +1,410 +14%
CRG
3708
Cornerstone Retirement Group
Nevada
$1.89M +$1.43M +8,681 +310%
VIM
3709
VELA Investment Management
Ohio
$1.89M +$398K +2,415 +27%
TWP
3710
Tower Wealth Partners
Pennsylvania
$1.89M -$85.7K -520 -4%
FPTW
3711
Franklin, Parlapiano, Turner & Welch
Texas
$1.89M -$43.7K -265 -2%
HG
3712
Harbor Group
New Hampshire
$1.89M +$151K +918 +9%
AAIM
3713
Asset Advisors Investment Management
Georgia
$1.89M -$49.5K -300 -3%
SIA
3714
Sage Investment Advisers
New York
$1.89M +$2.47K +15 +0.1%
SWMG
3715
Signature Wealth Management Group
Georgia
$1.88M -$537K -3,255 -22%
FFWM
3716
Future Financial Wealth Management
Ohio
$1.88M +$213K +1,280 +13%
CWM
3717
Compass Wealth Management
Connecticut
$1.88M -$80.5K -488 -4%
TWM
3718
Trevian Wealth Management
Massachusetts
$1.88M +$54.1K +328 +3%
UCI
3719
Uncommon Cents Investing
Wisconsin
$1.87M -$288K -1,744 -13%
HKAM
3720
Horizon Kinetics Asset Management
New York
$1.87M -$3.63K -22 -0.2%
PIA
3721
Pinion Investment Advisors
Kansas
$1.86M -$153K -926 -8%
Cohen & Steers
3722
Cohen & Steers
New York
$1.86M
HI
3723
Harper Investing
California
$1.86M -$1.18M -7,150 -39%
KL
3724
KWMG LLC
Kansas
$1.86M +$110K +670 +6%
BFM
3725
Boothbay Fund Management
New York
$1.86M -$1.12M -6,813 -38%