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 %
EMG
4001
ETF Managers Group
New Jersey
$1.14M -$61.8K -375 -5%
DSN
4002
D. Scott Neal
Kentucky
$1.14M
ASFA
4003
All Season Financial Advisors
Colorado
$1.13M -$12.9K -78 -1%
TF
4004
Threadgill Financial
Texas
$1.13M +$330 +2 +0%
BAMG
4005
Brand Asset Management Group
Missouri
$1.13M +$106K +641 +10%
IWP
4006
IAG Wealth Partners
Wisconsin
$1.13M +$165K +1,001 +17%
SPWG
4007
Sage Private Wealth Group
Illinois
$1.12M -$132K -800 -11%
MWM
4008
MorganRosel Wealth Management
Colorado
$1.12M -$8.74K -53 -0.8%
RBC
4009
Roble Belko & Company
Pennsylvania
$1.12M -$478K -2,902 -30%
LFG
4010
Lockerman Financial Group
California
$1.12M -$330 -2 -0%
EBSAM
4011
Eubel Brady & Suttman Asset Management
Ohio
$1.12M +$27.4K +166 +3%
LSC
4012
Lesa Sroufe & Co
Washington
$1.11M +$330 +2 +0%
OMC
4013
Oasis Management Company
Cayman Islands
$1.11M -$209K -1,265 -16%
MPM
4014
MBB Public Markets
Illinois
$1.11M +$1.11M +6,735 New
CSIA
4015
Charles Schwab Investment Advisory
California
$1.11M +$109K +662 +11%
MFC
4016
Morris Financial Concepts
South Carolina
$1.11M -$4.78K -29 -0.4%
FIBT
4017
First International Bank & Trust
North Dakota
$1.11M +$164K +996 +17%
LEFP
4018
Leading Edge Financial Planning
Tennessee
$1.1M -$5.94K -36 -0.5%
NWMG
4019
National Wealth Management Group
Ohio
$1.1M -$291K -1,686 -21%
AI
4020
Atom Investors
Texas
$1.1M +$786K +4,764 +252%
FA
4021
Financial Alternatives
California
$1.1M -$99.8K -605 -8%
KOMWMG
4022
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.09M -$56.7K -344 -5%
SP
4023
SWS Partners
Ohio
$1.09M +$1.09M +6,586 New
PCM
4024
Presidio Capital Management
California
$1.08M +$14.2K +86 +1%
WWM
4025
WJ Wealth Management
Arizona
$1.08M -$1.08M -6,560 -50%