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 %
TC
3751
Trilogy Capital
California
$1.78M +$76.3K +463 +4%
SW
3752
SMART Wealth
Nebraska
$1.78M -$102K -616 -5%
EA
3753
Echo45 Advisors
California
$1.78M -$39.2K -238 -2%
AA
3754
AJ Advisors
Tennessee
$1.77M -$43.4K -263 -2%
KW
3755
KWB Wealth
California
$1.77M +$257K +1,977 +17%
HIA
3756
Harvest Investment Advisors
Florida
$1.77M -$9.89K -60 -0.6%
RAG
3757
RIA Advisory Group
Iowa
$1.76M +$34.5K +209 +2%
MPW
3758
MA Private Wealth
California
$1.76M -$8.44M -51,187 -83%
CCP
3759
Cunning Capital Partners
North Carolina
$1.75M
TCM
3760
Triumph Capital Management
Colorado
$1.75M -$232K -1,406 -12%
SFG
3761
Steward Financial Group
Texas
$1.75M +$289K +1,751 +20%
USGIU
3762
U.S. Global Investors (USGI)
Texas
$1.75M +$1.75M +10,600 New
LFA
3763
Lauterbach Financial Advisors
Texas
$1.75M +$16.5K +100 +1%
CAP
3764
Columbia Advisory Partners
Washington
$1.74M -$3.55M -21,521 -67%
JGCM
3765
Joseph Group Capital Management
Ohio
$1.74M -$24.9K -151 -1%
PAIM
3766
Punch & Associates Investment Management
Minnesota
$1.74M +$165 +1 +0%
BFA
3767
Buttonwood Financial Advisors
Maryland
$1.74M -$2.8K -17 -0.2%
PEA
3768
Park Edge Advisors
Ohio
$1.74M -$743K -4,505 -30%
HIG
3769
Heritage Investment Group
Florida
$1.74M +$26.2K +159 +2%
MS
3770
Mizuho Securities
Japan
$1.73M +$501K +3,040 +41%
VC
3771
Veery Capital
Delaware
$1.73M +$455K +2,759 +36%
SG
3772
Strid Group
Pennsylvania
$1.73M -$167K -1,015 -9%
FDDB
3773
Fidelity D&D Bancorp
Pennsylvania
$1.73M +$1.73M +10,067 New
NFG
3774
Northeast Financial Group
Pennsylvania
$1.73M -$338K -2,322 -16%
LRIA
3775
Leonard Rickey Investment Advisors
Washington
$1.72M -$170K -1,033 -9%