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 %
CM
4101
Capital Management
Virginia
$915K -$65.6K -398 -7%
TF
4102
Theory Financial
Colorado
$914K -$16.5K -100 -2%
MAG
4103
Mokosak Advisory Group
Iowa
$907K +$9.73K +59 +1%
OAM
4104
Oberweis Asset Management
Illinois
$904K
RWM
4105
Revisor Wealth Management
Ohio
$903K +$903K +5,478 New
LWA
4106
LWS Wealth Advisors
New Jersey
$901K
IFO
4107
Independent Family Office
New York
$900K
RTL
4108
Red Tortoise LLC
Georgia
$898K
APC
4109
Asset Planning Corporation
Tennessee
$898K +$660 +4 +0.1%
PWP
4110
Phillips Wealth Planners
Mississippi
$896K +$896K +5,284 New
VF
4111
Vista Finance
Missouri
$894K +$254K +1,541 +40%
STB
4112
S&T Bank
Pennsylvania
$893K -$201K -1,219 -18%
ACA
4113
Ackerman Capital Advisors
Texas
$892K
FF
4114
Financial Futures
New Jersey
$883K -$9.89K -60 -1%
GA
4115
GoalVest Advisory
New York
$882K -$29K -176 -3%
TBC
4116
Ted Buchan & Co
California
$875K +$12.5K +76 +1%
Belvedere Trading
4117
Belvedere Trading
Illinois
$873K +$873K +5,292 New
ORAM
4118
One River Asset Management
Connecticut
$870K -$14M -83,189 -94%
HFAS
4119
Hummer Financial Advisory Services
Illinois
$869K +$98.9K +600 +13%
ITFISA
4120
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$867K +$429K +2,642 +98%
CWM
4121
Capital Wealth Management
Rhode Island
$866K +$866K +5,250 New
WEPOG
4122
Wealth Enhancement & Preservation of GA
Georgia
$864K +$48.3K +293 +6%
BFP
4123
Briaud Financial Planning
Texas
$862K +$92.3K +560 +12%
TWP
4124
Total Wealth Planning
Ohio
$860K -$183K -1,109 -18%
TWP
4125
TFO Wealth Partners
Ohio
$859K +$858K +5,205 +86,750%