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 %
NRA
4051
NSI Retail Advisors
Pennsylvania
$1.03M
PFA
4052
Petra Financial Advisors
Colorado
$1.02M +$420K +2,549 +70%
KA
4053
Kooman & Associates
Pennsylvania
$1.02M +$4.29K +26 +0.4%
MWM
4054
McNaughton Wealth Management
California
$1.02M +$8.91K +54 +0.9%
HAS
4055
Holland Advisory Services
Florida
$1.02M +$165 +1 +0%
CFG
4056
Compton Financial Group
Maryland
$1.02M +$66K +400 +7%
FTA
4057
Financial & Tax Architects
Missouri
$1.01M +$241K +1,461 +31%
MWM
4058
MBE Wealth Management
Wisconsin
$1.01M +$9.4K +57 +0.9%
AI
4059
Arrien Investments
Idaho
$1.01M +$1.01M +6,143 New
GWM
4060
GoalFusion Wealth Management
Texas
$1.01M -$91.2K -553 -8%
SA
4061
Stewardship Advisors
Pennsylvania
$1.01M -$20.1K -122 -2%
GPA
4062
Guidance Point Advisors
Massachusetts
$1M +$1.15K +7 +0.1%
CIS
4063
Continental Investors Services
Washington
$1M -$26.9K -163 -3%
5SA
4064
5th Street Advisors
Connecticut
$1M -$52.8K -320 -5%
HCA
4065
Hyperion Capital Advisors
New York
$997K
RBCM
4066
Raub Brock Capital Management
California
$997K +$165 +1 +0%
D
4067
Dentgroup
Louisiana
$995K -$27.4K -166 -3%
PPWP
4068
Proquility Private Wealth Partners
Nevada
$994K +$112K +679 +13%
BFA
4069
BMS Financial Advisors
South Dakota
$989K +$69.1K +419 +8%
BBA
4070
Braun-Bostich & Associates
Pennsylvania
$983K -$30.2K -183 -3%
WWP
4071
Waypoint Wealth Partners
California
$975K -$29.2K -177 -3%
HWM
4072
HighMark Wealth Management
Minnesota
$969K +$1.15K +7 +0.1%
HFA
4073
Highland Financial Advisors
New Jersey
$965K -$134K -812 -12%
SPA
4074
Shore Point Advisors
New Jersey
$963K +$133K +809 +16%
PIN
4075
Prudent Investors Network
California
$955K -$65.5K -397 -6%