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 %
FIC
3926
Family Investment Center
Missouri
$1.31M -$41.1K -249 -3%
EL
3927
EWA LLC
Pennsylvania
$1.31M +$1.31M +7,586 New
G
3928
Gainplan
Michigan
$1.3M +$1.3M +7,909 New
EP
3929
Essential Planning
New Hampshire
$1.3M -$11.9K -72 -0.9%
DCM
3930
Driehaus Capital Management
Illinois
$1.3M -$15.5K -94 -1%
AWM
3931
Adams Wealth Management
Utah
$1.3M -$3.96K -24 -0.3%
AA
3932
Aufman Associates
Pennsylvania
$1.29M -$1.48K -9 -0.1%
CI
3933
CAZ Investments
Texas
$1.29M
HPWM
3934
High Pines Wealth Management
Massachusetts
$1.28M +$2.31K +14 +0.2%
MFS
3935
McNamara Financial Services
Massachusetts
$1.28M +$825 +5 +0.1%
CFP
3936
Cypress Financial Planning
New Jersey
$1.28M -$16.3K -98 -1%
CP
3937
Coho Partners
Pennsylvania
$1.28M -$119K -719 -9%
HCA
3938
Heck Capital Advisors
Wisconsin
$1.27M +$44.9K +272 +4%
CC
3939
Copperleaf Capital
North Carolina
$1.27M +$691K +4,189 +118%
GC
3940
Gruss & Co
Florida
$1.27M +$577K +3,500 +83%
PIC
3941
Portland Investment Counsel
Ontario, Canada
$1.27M +$824 +5 +0.1%
AIA
3942
Angeles Investment Advisors
California
$1.27M +$31.7K +192 +3%
TWM
3943
Tolleson Wealth Management
Texas
$1.27M -$15K -91 -1%
AFA
3944
AllGen Financial Advisors
Florida
$1.26M
RF
3945
RHS Financial
California
$1.26M -$96.6K -586 -7%
SPIA
3946
Strategic Point Investment Advisors
Rhode Island
$1.26M -$24.2K -147 -2%
PPWM
3947
PFG Private Wealth Management
Florida
$1.26M +$11.2K +68 +0.9%
OFG
3948
Omega Financial Group
California
$1.26M -$379K -2,300 -23%
SCP
3949
Stevens Capital Partners
Nebraska
$1.26M -$42.4K -257 -3%
GWSA
3950
Global Wealth Strategies & Associates
Colorado
$1.26M +$179K +1,085 +17%