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 %
RAM
3876
Rempart Asset Management
Canada
$1.43M +$16.5K +100 +1%
PFM
3877
Phillips Financial Management
Indiana
$1.43M -$65.8K -399 -4%
ECU
3878
Eisler Capital (US)
New York
$1.43M +$1.43M +8,655 New
OPWM
3879
Oakwell Private Wealth Management
Texas
$1.42M -$660 -4 -0%
ACM
3880
Armbruster Capital Management
New York
$1.42M -$57.4K -348 -4%
PGWM
3881
Pitti Group Wealth Management
New York
$1.42M -$226K -1,368 -14%
VIM
3882
Vista Investment Management
Pennsylvania
$1.41M -$70.2K -426 -5%
SEM
3883
Strategic Equity Management
Arizona
$1.41M +$69.3K +420 +5%
CWM
3884
CarsonAllaria Wealth Management
Illinois
$1.41M +$50.6K +307 +4%
SFA
3885
Seneca Financial Advisors
New York
$1.41M +$314K +1,906 +29%
SWM
3886
Shelton Wealth Management
Texas
$1.4M +$96.1K +583 +7%
EFIC
3887
Eliot Finkel Investment Counsel
California
$1.39M
BWM
3888
BCS Wealth Management
Tennessee
$1.39M -$3.68M -22,318 -73%
CA
3889
Claris Advisors
Missouri
$1.39M -$668K -4,050 -32%
AFP
3890
Alpha Financial Partners
Kentucky
$1.39M -$63.8K -387 -4%
VFA
3891
Voya Financial Advisors
Connecticut
$1.39M +$35.1K +216 +3%
TB
3892
Treynor Bancshares
Iowa
$1.39M -$15.5K -94 -1%
WA
3893
Waterford Advisors
New York
$1.38M -$43.9K -266 -3%
VAG
3894
VisionPoint Advisory Group
Texas
$1.38M -$889K -5,365 -39%
EIP
3895
Easterly Investment Partners
Massachusetts
$1.38M
AFIA
3896
America First Investment Advisors
Nebraska
$1.38M +$279K +1,692 +25%
W
3897
WorthPointe
California
$1.38M -$84.8K -514 -6%
ICM
3898
Intrepid Capital Management
Florida
$1.38M +$7.26K +44 +0.5%
EWG
3899
Executive Wealth Group
Washington
$1.37M +$165 +1 +0%
JCIA
3900
Jackson Creek Investment Advisors
Colorado
$1.37M +$1.37M +8,300 New