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 %
DC
3976
Defender Capital
North Carolina
$1.18M +$137K +829 +13%
FSA
3977
Financial Sense Advisors
California
$1.18M -$286K -1,734 -19%
EARNEST Partners
3978
EARNEST Partners
Georgia
$1.18M
JF
3979
Joule Financial
Kentucky
$1.17M +$712K +4,320 +155%
KWM
3980
Kanen Wealth Management
Florida
$1.17M -$13.2K -80 -1%
SCA
3981
Sippican Capital Advisors
Massachusetts
$1.17M -$13.2K -80 -1%
ADMI
3982
Albert D. Mason Inc
Massachusetts
$1.17M -$11.2K -68 -1%
MIAS
3983
Mason Investment Advisory Services
Virginia
$1.16M -$377K -2,289 -24%
EBWM
3984
Eagle Bluffs Wealth Management
Missouri
$1.16M +$573K +3,476 +97%
PWA
3985
PCG Wealth Advisors
Kansas
$1.16M -$99.8K -605 -8%
RI
3986
RWWM Inc
California
$1.16M +$5.61K +34 +0.5%
BC
3987
BIT Capital
Germany
$1.16M +$1.16M +7,026 New
TIM
3988
Thornburg Investment Management
New Mexico
$1.16M -$1.48M -8,998 -56%
VST
3989
Van Strum & Towne
California
$1.15M
SIC
3990
Schwartz Investment Counsel
Michigan
$1.15M +$124K +750 +12%
UM
3991
Ulysses Management
New York
$1.15M +$1.15M +7,000 New
FAM
3992
Forte Asset Management
New York
$1.15M +$176K +1,068 +18%
SPW
3993
Sonoma Private Wealth
California
$1.15M +$356K +2,156 +45%
GRQ
3994
Gardner Russo & Quinn
Pennsylvania
$1.15M
ST
3995
Sageworth Trust
Pennsylvania
$1.15M +$135K +817 +13%
MAM
3996
Milestone Asset Management
Pennsylvania
$1.15M +$251K +1,522 +28%
MAM
3997
MMA Asset Management
Pennsylvania
$1.15M
MFGP
3998
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.15M +$824 +5 +0.1%
DSCM
3999
Del-Sette Capital Management
New York
$1.14M -$709K -4,298 -38%
TWM
4000
Trinity Wealth Management
Pennsylvania
$1.14M +$12.2K +74 +1%