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 %
HFM
3776
Hartford Funds Management
Pennsylvania
$1.72M +$222K +1,349 +15%
VFIC
3777
Valley Forge Investment Consultants
Pennsylvania
$1.72M +$1.48K +9 +0.1%
IA
3778
Inspire Advisors
Idaho
$1.72M +$128K +774 +8%
1IA
3779
1620 Investment Advisors
Massachusetts
$1.72M -$2.47K -15 -0.1%
DFA
3780
DHJJ Financial Advisors
Illinois
$1.71M +$493 +3 +0%
HFP
3781
Holistic Financial Partners
Indiana
$1.71M -$19.5K -118 -1%
JMF
3782
Johnson Midwest Financial
Iowa
$1.7M +$330 +2 +0%
SWM
3783
Seed Wealth Management
Illinois
$1.7M
DWM
3784
Defined Wealth Management
Oregon
$1.7M -$222K -1,347 -12%
MSWMA
3785
Market Street Wealth Management Advisors
Indiana
$1.7M +$35.1K +213 +2%
SPI
3786
Santori & Peters Inc
Pennsylvania
$1.7M -$15K -91 -0.9%
TIA
3787
Tandem Investment Advisors
South Carolina
$1.7M -$808K -4,901 -32%
RFP
3788
Roth Financial Partners
Texas
$1.69M
CFGSD
3789
Compass Financial Group (South Dakota)
South Dakota
$1.69M +$4.95K +30 +0.3%
BAWC
3790
Boyce & Associates Wealth Consulting
Texas
$1.69M -$490K -2,977 -22%
LFS
3791
Lutz Financial Services
Nebraska
$1.68M +$129K +782 +8%
HSWM
3792
Hubbell Strickland Wealth Management
Louisiana
$1.68M -$136K -826 -8%
GEM
3793
Global Endowment Management
North Carolina
$1.68M
EPP
3794
ETF Portfolio Partners
Kansas
$1.68M
DP
3795
Divergent Planning
Maryland
$1.67M -$28.4K -172 -2%
WIP
3796
WealthCare Investment Partners
Rhode Island
$1.67M +$22.6K +137 +1%
RFA
3797
RTD Financial Advisors
Pennsylvania
$1.67M +$165 +1 +0%
CAM
3798
Concorde Asset Management
Michigan
$1.67M -$453K -2,745 -21%
LC
3799
Longitude (Cayman)
Cayman Islands
$1.67M +$98.9K +600 +6%
BWA
3800
Beam Wealth Advisors
Louisiana
$1.66M -$4.45K -27 -0.3%