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 %
JHP
3851
James Hambro & Partners
United Kingdom
$1.52M +$96.3K +584 +7%
MF
3852
Meridian Financial
Massachusetts
$1.52M -$96.8K -587 -6%
CAM
3853
Costello Asset Management
Pennsylvania
$1.52M
LFA
3854
LGT Financial Advisors
Texas
$1.51M -$304K -1,844 -17%
KS
3855
Karpas Strategies
Connecticut
$1.51M +$660 +4 +0%
RFG
3856
RFP Financial Group
Georgia
$1.51M -$16.4M -99,346 -92%
MWP
3857
Meredith Wealth Planning
Illinois
$1.51M -$15.2K -92 -1%
WAM
3858
Weinberger Asset Management
California
$1.51M -$9.56K -58 -0.6%
TAM
3859
TCP Asset Management
Ohio
$1.5M +$22.4K +136 +2%
OA
3860
Operose Advisors
Wisconsin
$1.5M -$157K -953 -9%
PIM
3861
Provident Investment Management
Michigan
$1.5M -$173K -1,049 -10%
PFG
3862
Piershale Financial Group
Illinois
$1.5M +$600K +3,636 +67%
HCM
3863
Horrell Capital Management
Arkansas
$1.5M
TA
3864
Tactive Advisors
Florida
$1.49M +$820K +4,974 +123%
NECFA
3865
New England Capital Financial Advisors
Connecticut
$1.49M +$6.1K +37 +0.4%
SAS
3866
Stelac Advisory Services
New York
$1.48M +$26.4K +160 +2%
MBFW
3867
Morton Brown Family Wealth
Pennsylvania
$1.48M -$19.5K -118 -1%
OWM
3868
Orgel Wealth Management
Wisconsin
$1.46M -$151K -916 -9%
HFW
3869
Horizon Family Wealth
Illinois
$1.46M -$13K -79 -0.9%
WMWM
3870
Whitaker-Myers Wealth Managers
Ohio
$1.45M +$39.2K +238 +3%
JSAM
3871
J. Safra Asset Management
New York
$1.45M +$1.45M +8,790 New
SRC
3872
Stone Run Capital
New York
$1.44M -$16.5K -100 -1%
DK
3873
David Kennon
Florida
$1.44M +$50.5K +306 +4%
DF
3874
DecisionPoint Financial
Arizona
$1.44M -$331K -2,010 -19%
EW
3875
Enzi Wealth
Texas
$1.43M -$158K -954 -10%