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 %
WFA
4076
Websterrogers Financial Advisors
South Carolina
$954K -$20.9K -127 -2%
GWM
4077
Guardian Wealth Management
Illinois
$954K +$4.45K +27 +0.5%
CCA
4078
Covey Capital Advisors
Georgia
$953K
MWM
4079
Maltin Wealth Management
New Jersey
$952K +$1.65K +10 +0.2%
TCFP
4080
Treasure Coast Financial Planning
Florida
$951K -$152K -924 -14%
PWS
4081
Precision Wealth Strategies
Missouri
$951K -$656K -3,980 -41%
CP
4082
Castleview Partners
Texas
$951K +$951K +5,765 New
PM
4083
Penbrook Management
New York
$950K -$34K -206 -3%
FW
4084
FirstPurpose Wealth
Utah
$950K +$35.6K +216 +4%
NFP
4085
NorthLanding Financial Partners
New York
$947K -$15.2K -92 -2%
HIGP
4086
Hill Investment Group Partners
Missouri
$946K -$9.23K -56 -1%
NLG
4087
New Legacy Group
New York
$940K
CCG
4088
Capital CS Group
California
$940K +$413K +2,502 +78%
VF
4089
Vawter Financial
Ohio
$934K +$107K +649 +13%
CCM
4090
Cullen Capital Management
New York
$930K
AWA
4091
Aquire Wealth Advisors
Utah
$928K +$187K +1,134 +25%
FPW
4092
Flagship Private Wealth
Massachusetts
$924K +$330 +2 +0%
RA
4093
Regis Acquisition
Colorado
$922K +$922K +5,594 New
ACH
4094
ArrowMark Colorado Holdings
Colorado
$921K -$126K -767 -12%
AFWM
4095
AMJ Financial Wealth Management
Virginia
$921K +$28.4K +172 +3%
SHJ
4096
Sharkey, Howes & Javer
Colorado
$918K -$227K -1,379 -20%
IWP
4097
Insight Wealth Partners
Texas
$917K +$76.2K +462 +9%
SA
4098
SRN Advisors
Pennsylvania
$917K +$182K +1,123 +25%
NP
4099
Ninepoint Partners
Ontario, Canada
$916K +$916K +5,556 New
AMR
4100
Asset Management Resources
Massachusetts
$916K +$75.7K +459 +9%