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 %
EWM
3726
Evergreen Wealth Management
Michigan
$1.85M +$90.9K +551 +5%
SWM
3727
Soundmark Wealth Management
Washington
$1.85M +$989 +6 +0.1%
TAM
3728
Tealwood Asset Management
Minnesota
$1.84M -$33.8K -205 -2%
RIP
3729
RAM Investment Partners
Washington
$1.84M -$62.5K -379 -3%
PFC
3730
Poplar Forest Capital
California
$1.83M -$256K -1,550 -12%
RFN
3731
Redwood Financial Network
Ohio
$1.83M +$31.7K +192 +2%
HKIMG
3732
Hutchens & Kramer Investment Management Group
Indiana
$1.83M -$60.7K -368 -3%
CM
3733
Columbus Macro
Pennsylvania
$1.82M +$99K +597 +6%
MTC
3734
Matrix Trust Company
Colorado
$1.82M -$351K -2,130 -16%
3F
3735
360 Financial
Minnesota
$1.82M +$245K +1,485 +16%
SL
3736
Stevard LLC
Illinois
$1.82M
WIM
3737
Warwick Investment Management
Texas
$1.81M -$2.64K -16 -0.1%
SPA
3738
Sentinel Pension Advisors
Massachusetts
$1.81M -$22.1K -135 -1%
I2I
3739
Insight 2811 Inc
Illinois
$1.81M -$4.29K -26 -0.2%
RSS
3740
Rosenblum Silverman Sutton
California
$1.8M -$209K -1,270 -10%
PP
3741
Prosperity Planning
Missouri
$1.8M +$155K +939 +9%
RPG
3742
Resource Planning Group
Georgia
$1.8M -$511K -3,101 -22%
BIG
3743
Builder Investment Group
Georgia
$1.8M -$4.12K -25 -0.2%
PCC
3744
Park Circle Company
Maryland
$1.8M
Legacy Financial Group (Iowa)
3745
Legacy Financial Group (Iowa)
Iowa
$1.8M +$1.8M +10,885 New
BSG
3746
Black Swift Group
Colorado
$1.79M -$3.27M -20,090 -65%
MWA
3747
Motive Wealth Advisors
Michigan
$1.79M -$246K -1,489 -12%
AC
3748
AWM Capital
Arizona
$1.79M -$69.3K -420 -4%
PBC
3749
Pavion Blue Capital
California
$1.79M -$66K -400 -4%
GFG
3750
GR Financial Group
Arizona
$1.79M +$2.64K +16 +0.1%