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 %
HWM
401
HB Wealth Management
Georgia
$140M +$3.07M +18,618 +2%
EI
402
Ethic Inc
New York
$139M +$37.2M +225,842 +37%
LMIM
403
Lockheed Martin Investment Management
Maryland
$138M -$5.83M -35,370 -4%
LNWWM
404
Laird Norton Wetherby Wealth Management
California
$137M +$2.45M +14,861 +2%
HIMC
405
Heritage Investors Management Corp
Maryland
$137M -$699K -4,241 -0.5%
DWM
406
Destination Wealth Management
California
$136M +$496K +3,010 +0.4%
PP
407
Patten & Patten
Tennessee
$135M -$5.66M -34,303 -4%
SBIA
408
Sheaff Brock Investment Advisors
Indiana
$135M -$356K -2,156 -0.3%
FLPIM
409
F.L. Putnam Investment Management
Massachusetts
$135M +$4.36M +26,463 +3%
PWM
410
Perigon Wealth Management
California
$134M -$556K -3,371 -0.4%
PCM
411
Parsons Capital Management
Rhode Island
$134M -$3.9M -23,627 -3%
CSIC
412
Clifford Swan Investment Counsel
California
$133M -$3.31M -20,069 -2%
SAM
413
Silvercrest Asset Management
New York
$133M -$1.06M -6,440 -0.8%
Capital Fund Management (CFM)
414
Capital Fund Management (CFM)
France
$133M +$133M +807,943 New
SI
415
Stephens Inc
Arkansas
$133M -$5.35M -32,449 -4%
JSW
416
Journey Strategic Wealth
New Jersey
$132M +$366K +2,220 +0.3%
LCM
417
Logan Capital Management
Pennsylvania
$132M -$1.46M -8,883 -1%
SYBT
418
Stock Yards Bank & Trust
Kentucky
$132M -$7.69M -46,614 -6%
TFA
419
Teamwork Financial Advisors
Texas
$131M +$2.2M +13,349 +2%
ACM
420
Advisors Capital Management
New Jersey
$129M -$5.9M -35,770 -4%
IMPI
421
Ilmarinen Mutual Pension Insurance
Finland
$129M +$9.89M +60,000 +8%
GF
422
Gabelli Funds
New York
$129M -$13.6M -82,280 -10%
SW
423
SteelPeak Wealth
California
$128M -$7M -42,469 -5%
BCI
424
Brinker Capital Investments
Pennsylvania
$127M +$35.1M +213,050 +38%
OPS
425
Orion Portfolio Solutions
Nebraska
$127M +$91.3M +553,619 +258%