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 %
UI
4151
Unconventional Investor
New Hampshire
$807K -$15.3K -93 -2%
SWM
4152
Seaside Wealth Management
California
$803K +$165 +1 +0%
SSC
4153
Syverson Strege & Co
Iowa
$801K +$15.3K +93 +2%
AFS
4154
Axiom Financial Strategies
Indiana
$800K -$9.4K -57 -1%
THL
4155
Tillman Hartley LLC
Colorado
$796K
PCM
4156
Passive Capital Management
Maryland
$796K +$463K +2,805 +139%
UWM
4157
USAdvisors Wealth Management
Minnesota
$793K +$53.9K +327 +7%
KFSC
4158
Keystone Financial Services (Colorado)
Colorado
$792K
WHRC
4159
W.H. Reaves & Co
New Jersey
$792K
RI
4160
Ridgewood Investments
New Jersey
$792K +$34.8K +211 +5%
AC
4161
Avant Capital
Louisiana
$790K -$16.3K -99 -2%
SA
4162
Sunesis Advisors
Kansas
$786K +$786K +4,766 New
JFG
4163
JMG Financial Group
Illinois
$780K
PA
4164
Prism Advisors
California
$780K -$9.4K -57 -1%
FCM
4165
Fairbanks Capital Management
California
$779K
ACM
4166
Ashford Capital Management
Delaware
$777K
WFC
4167
Western Financial Corp
California
$774K -$1.45M -8,774 -65%
EA
4168
Evolution Advisers
Virginia
$771K
BC
4169
Barnett & Company
Tennessee
$769K -$65.8K -399 -8%
GG
4170
Gleason Group
Kentucky
$767K +$27.5K +167 +4%
TWA
4171
Trellis Wealth Advisors
California
$767K
PCM
4172
Perkins Capital Management
Minnesota
$767K
HF
4173
Halpern Financial
Virginia
$765K
RP
4174
Riverwater Partners
Wisconsin
$764K -$7.42K -45 -1%
LWP
4175
Laurel Wealth Planning
Minnesota
$763K