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 %
JWBC
376
John W. Bristol & Co
New York
$152M +$609K +3,693 +0.4%
WHG
377
Westwood Holdings Group
Texas
$152M +$71M +430,450 +88%
AAM
378
Ardevora Asset Management
United Kingdom
$152M -$14.4M -87,201 -9%
CAM
379
Cresset Asset Management
Illinois
$151M -$2.61B -15,837,229 -95%
MCM
380
Marsico Capital Management
Colorado
$150M +$45.4M +275,228 +43%
BFO
381
Biltmore Family Office
North Carolina
$150M -$936K -5,679 -0.6%
AAP
382
Aristotle Atlantic Partners
Florida
$149M +$19.7M +119,612 +15%
AAS
383
Avantax Advisory Services
Texas
$149M +$4.37M +26,531 +3%
B
384
Bailard
California
$148M +$420K +2,545 +0.3%
WSFS
385
Wilmington Savings Fund Society
Delaware
$147M -$2.17M -13,188 -1%
SS
386
Simplicity Solutions
Minnesota
$147M +$117M +708,527 +384%
SPC
387
Sigma Planning Corp
Michigan
$147M -$3.12M -18,899 -2%
BRWA
388
B. Riley Wealth Advisors
Florida
$146M -$10.8M -65,456 -7%
SAM
389
Shell Asset Management
Netherlands
$145M -$1.42M -8,582 -1%
PI
390
PGGM Investments
Netherlands
$145M -$4.81M -29,195 -3%
IWC
391
Integrated Wealth Concepts
Massachusetts
$144M +$63.9M +387,593 +80%
SWP
392
Stratos Wealth Partners
Ohio
$144M -$19.6M -118,937 -12%
HW
393
Hancock Whitney
Mississippi
$143M -$6.04M -36,608 -4%
KPWS
394
Kestra Private Wealth Services
Texas
$143M +$17.6M +106,862 +14%
BF
395
BOK Financial
Oklahoma
$141M -$37.7M -228,382 -21%
QCM
396
Quantinno Capital Management
New York
$141M +$24.9M +150,751 +21%
ASN
397
Advisory Services Network
Georgia
$141M +$16.3M +98,638 +13%
ICG
398
InterOcean Capital Group
Tennessee
$141M +$875K +5,304 +0.6%
Tiger Global Management
399
Tiger Global Management
New York
$140M +$140M +851,000 New
PP
400
Prudential plc
United Kingdom
$140M +$1.34M +8,117 +1%