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 %
LFA
3801
Level Financial Advisors
New York
$1.66M -$9.23K -56 -0.6%
WCM
3802
Wealthcare Capital Management
Virginia
$1.65M +$660 +4 +0%
AAMC
3803
Asset Allocation & Management Company
Illinois
$1.65M -$660K -4,000 -29%
MCM
3804
Mork Capital Management
California
$1.65M
SI
3805
SCP Investment
California
$1.65M
LFA
3806
Legend Financial Advisors
Pennsylvania
$1.65M -$301K -1,824 -15%
CA
3807
Crane Advisory
California
$1.64M +$277K +1,732 +20%
AFS
3808
AFG Fiduciary Services
Massachusetts
$1.64M -$2.64K -16 -0.2%
EAM
3809
Empirical Asset Management
Massachusetts
$1.64M -$11.5M -69,802 -88%
SFC
3810
SYM Financial Corp
Indiana
$1.63M -$176K -1,066 -10%
CMA
3811
Cedar Mountain Advisors
Oregon
$1.62M +$989 +6 +0.1%
GG
3812
GenWealth Group
New Jersey
$1.62M
BFG
3813
Baron Financial Group
New Jersey
$1.62M +$4.62K +28 +0.3%
CCM
3814
Cohen Capital Management
California
$1.62M
CCP
3815
Carmel Capital Partners
California
$1.62M -$105K -639 -6%
CMBA
3816
C.M. Bidwell & Associates
Hawaii
$1.61M -$190K -1,154 -11%
FA
3817
FC Advisory
Pennsylvania
$1.61M +$1.32K +8 +0.1%
CISOA
3818
Capital Investment Services of America
Wisconsin
$1.61M -$120K -725 -7%
PG
3819
Prostatis Group
Maryland
$1.61M +$68.3K +397 +4%
3LCM
3820
3D/L Capital Management
Connecticut
$1.61M -$156K -943 -9%
DWM
3821
Dopkins Wealth Management
New York
$1.61M +$4.62K +28 +0.3%
PCMF
3822
Private Capital Management (Florida)
Florida
$1.6M +$6.43K +39 +0.4%
TWD
3823
True Wealth Design
Ohio
$1.59M +$824 +5 +0.1%
MIM
3824
Miller Investment Management
Pennsylvania
$1.59M -$243K -1,474 -13%
DCM
3825
Davidson Capital Management
Texas
$1.59M +$360K +2,181 +29%