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 %
IPW
4176
IronBridge Private Wealth
Texas
$763K +$75K +455 +11%
MCP
4177
Martin Capital Partners
Oregon
$762K -$48.8K -296 -6%
CWR
4178
Chico Wealth RIA
California
$762K +$495 +3 +0.1%
T2I
4179
Turim 21 Investimentos
Brazil
$753K +$166K +1,008 +28%
PM
4180
Phraction Management
Connecticut
$752K +$14.7K +89 +2%
CWA
4181
Cornerstone Wealth Advisors
Minnesota
$752K +$33K +200 +5%
NPPM
4182
North Point Portfolio Managers
Ohio
$751K
HA
4183
HFG Advisors
Ohio
$748K -$13.2K -80 -2%
ACM
4184
Argyle Capital Management
Pennsylvania
$748K
HWMT
4185
Heritage Wealth Management (Texas)
Texas
$745K -$112K -682 -13%
AFG
4186
Altiora Financial Group
Ohio
$741K +$124K +751 +20%
PF
4187
Parker Financial
Washington
$740K -$45.5K -276 -6%
EL
4188
Envoi LLC
Minnesota
$739K -$45.2K -274 -6%
RFG
4189
Range Financial Group
Oregon
$737K -$127K -768 -15%
ARS
4190
Adirondack Retirement Specialists
New York
$730K
PI
4191
Pachira Investments
California
$729K +$14.8K +90 +2%
IW
4192
Instrumental Wealth
Florida
$727K +$727K +4,343 New
TC
4193
Tacita Capital
Ontario, Canada
$717K +$24.7K +150 +4%
BWM
4194
Boyd Wealth Management
California
$711K -$45.2K -274 -6%
DP
4195
Denver PWM
Colorado
$709K -$202K -1,167 -22%
FA
4196
Financial Advantage
Maryland
$709K
MWM
4197
Magnolia Wealth Management
Alabama
$707K +$432K +2,620 +157%
DU
4198
Delphia (USA)
Ontario, Canada
$707K +$17.1K +104 +2%
EA
4199
Evergreen Advisors
Tennessee
$706K +$495 +3 +0.1%
LODC
4200
Lanham O'Dell & Company
West Virginia
$704K