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 %
BSWM
3901
Boston Standard Wealth Management
Massachusetts
$1.37M -$5.28K -32 -0.4%
WCP
3902
Wick Capital Partners
Pennsylvania
$1.37M -$254K -1,540 -16%
KIC
3903
Keating Investment Counselors
Florida
$1.37M -$112K -682 -8%
AWA
3904
Authentikos Wealth Advisory
California
$1.36M +$1.36M +10,501 New
CFG
3905
CMC Financial Group
Georgia
$1.36M -$2.19M -13,258 -62%
CAM
3906
Crestone Asset Management
Colorado
$1.36M -$16.7K -101 -1%
PCI
3907
Pacifica Capital Investments
Texas
$1.36M +$6.6K +40 +0.5%
RFO
3908
RiverGlades Family Offices
Florida
$1.36M -$21.9K -133 -2%
PWM
3909
Peterson Wealth Management
Nevada
$1.35M -$265K -1,610 -16%
FA
3910
Fortis Advisors
Pennsylvania
$1.35M -$124K -750 -8%
CP
3911
Camelot Portfolios
Ohio
$1.34M +$13.7K +83 +1%
SWM
3912
Shakespeare Wealth Management
Wisconsin
$1.34M +$29.7K +180 +2%
LFPWM
3913
Leicht Financial Planning & Wealth Management
New Jersey
$1.34M +$1.34M +8,106 New
BWM
3914
Biltmore Wealth Management
Arizona
$1.34M -$11.7K -71 -0.9%
ACA
3915
Ascension Capital Advisors
Texas
$1.34M -$68.1K -413 -5%
PPW
3916
Presilium Private Wealth
Pennsylvania
$1.33M +$32.5K +197 +2%
GCC
3917
Game Creek Capital
Massachusetts
$1.33M -$20.6K -125 -2%
PIFP
3918
Partners in Financial Planning
Virginia
$1.32M -$495 -3 -0%
PWC
3919
PYA Waltman Capital
Tennessee
$1.32M +$2.47K +15 +0.2%
Aristotle Capital Management
3920
Aristotle Capital Management
California
$1.32M
BHCM
3921
Boulder Hill Capital Management
New York
$1.32M +$1.32M +8,000 New
TDC
3922
Thompson Davis & Co
Virginia
$1.32M +$49.6K +301 +4%
AWAU
3923
Alliance Wealth Advisors (Utah)
Utah
$1.32M +$61K +370 +5%
EMFAT
3924
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.31M -$338K -2,052 -20%
IWP
3925
Innova Wealth Partners
Pennsylvania
$1.31M +$51K +309 +4%