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 %
AMIM
4026
Aull & Monroe Investment Management
Alabama
$1.08M +$396K +2,400 +58%
AWM
4027
Altus Wealth Management
Kentucky
$1.08M +$660 +4 +0.1%
YAL
4028
Your Advocates Ltd
Texas
$1.08M +$49.5K +300 +5%
AA
4029
ACT Advisors
North Carolina
$1.08M -$159K -966 -13%
RCM
4030
Requisite Capital Management
Texas
$1.08M -$99.6K -604 -8%
FFM
4031
Flagstone Financial Management
Nebraska
$1.08M -$5.77K -35 -0.5%
DF
4032
Donoghue Forlines
Massachusetts
$1.07M -$121K -733 -10%
T
4033
TrueFG
Texas
$1.07M +$16.2K +98 +2%
ACM
4034
Arlington Capital Management
Illinois
$1.07M -$97.8K -593 -8%
DWA
4035
Delos Wealth Advisors
Texas
$1.07M -$444K -2,694 -29%
CWA
4036
CM Wealth Advisors
Ohio
$1.07M +$159K +972 +18%
CSIA
4037
Conrad Siegel Investment Advisors
Pennsylvania
$1.07M -$672K -4,073 -39%
WMR
4038
Wealth Management Resources
Rhode Island
$1.06M +$4.78K +29 +0.5%
PSC
4039
Prentiss Smith & Co
Vermont
$1.06M -$1.15K -7 -0.1%
KTA
4040
Keeley-Teton Advisors
Illinois
$1.06M
RA
4041
Rodgers & Associates
Pennsylvania
$1.05M +$6.1K +37 +0.6%
SHIM
4042
Stone House Investment Management
Pennsylvania
$1.05M -$206K -1,250 -16%
SC
4043
Sonen Capital
California
$1.05M -$128K -778 -11%
RWG
4044
Regal Wealth Group
California
$1.03M -$23.5K -140 -2%
GWM
4045
Greenhouse Wealth Management
Connecticut
$1.03M -$62.7K -380 -6%
TDWM
4046
Topel & Distasi Wealth Management
California
$1.03M +$216K +1,307 +26%
MFG
4047
Mainsail Financial Group
Washington
$1.03M -$39.3K -238 -4%
MIM
4048
Macroview Investment Management
Maryland
$1.03M +$495 +3 +0%
SA
4049
SRH Advisors
Kansas
$1.03M +$165 +1 +0%
EWM
4050
Endowment Wealth Management
Wisconsin
$1.03M +$93.8K +569 +10%