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 %
EPWM
3951
Essex Private Wealth Management
Massachusetts
$1.26M +$7.59K +46 +0.6%
DLHL
3952
Donald L. Hagan LLC
Florida
$1.26M
EGWAG
3953
Elwood & Goetz Wealth Advisory Group
Georgia
$1.26M +$22.6K +137 +2%
CRI
3954
Commonwealth Retirement Investments
Virginia
$1.25M -$10.7K -65 -0.9%
ACM
3955
Adalta Capital Management
New York
$1.25M -$226K -1,369 -15%
CAG
3956
Compass Advisory Group
New York
$1.24M +$56.2K +341 +5%
HPCM
3957
Hunter Perkins Capital Management
Illinois
$1.24M
AA
3958
Axiom Advisory
California
$1.24M +$499 +3 +0%
NF
3959
Norwood Financial
Pennsylvania
$1.24M -$24.7K -150 -2%
ACM
3960
Ascendant Capital Management
California
$1.24M +$247K +1,500 +25%
AWA
3961
ARQ Wealth Advisors
Arizona
$1.24M -$170K -1,030 -12%
BAM
3962
Bayshore Asset Management
Florida
$1.23M -$89.4K -542 -7%
HIF
3963
Hill Island Financial
Michigan
$1.23M +$50.4K +299 +4%
ARIS
3964
Advanced Research Investment Solutions
California
$1.23M +$495 +3 +0%
GC
3965
Gibson Capital
Pennsylvania
$1.22M +$7.92K +48 +0.7%
CWA
3966
Clearview Wealth Advisors
Oregon
$1.22M -$265K -1,607 -18%
CCA
3967
Conestoga Capital Advisors
Pennsylvania
$1.21M -$21.4K -130 -2%
OLA
3968
Oliver Luxxe Assets
New Jersey
$1.21M -$218K -1,324 -15%
PWM
3969
Prentice Wealth Management
New York
$1.2M +$7.59K +46 +0.6%
CWM
3970
Cedar Wealth Management
California
$1.2M +$61K +370 +5%
HAG
3971
HF Advisory Group
Maryland
$1.2M -$97.1K -589 -8%
KCG
3972
Kinsale Capital Group
Virginia
$1.2M +$699K +4,238 +140%
SWMG
3973
Sanchez Wealth Management Group
Florida
$1.19M +$3.13K +19 +0.3%
TFG
3974
Tilson Financial Group
New Jersey
$1.19M -$65.6K -398 -5%
IFA
3975
Interactive Financial Advisors
Illinois
$1.19M -$142K -862 -11%