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 %
WS
4326
Wela Strategies
Georgia
$439K -$16K -97 -4%
AC
4327
AIFG Consultants
New York
$439K +$70.3K +426 +19%
CJFS
4328
Coulter & Justus Financial Services
Tennessee
$438K +$495 +3 +0.1%
SWM
4329
SigFig Wealth Management
California
$435K +$74.1K +420 +21%
WAM
4330
Wakefield Asset Management
Colorado
$433K -$56.1K -340 -11%
IFPL
4331
Investments & Financial Planning LLC
Kentucky
$431K -$59K -358 -12%
WIC
4332
Wilkins Investment Counsel
Massachusetts
$429K -$6.44K -39 -1%
AFG
4333
Arkansas Financial Group
Arkansas
$429K -$5.44K -33 -1%
AFC
4334
Adaptive Financial Consulting
Ohio
$419K -$10.6K -64 -2%
PWS
4335
Peloton Wealth Strategists
Indiana
$419K
SWM
4336
Solano Wealth Management
California
$419K +$419K +2,538 New
AWMNH
4337
Arcadia Wealth Management (New Hampshire)
New Hampshire
$418K -$14.4K -87 -3%
ES
4338
ETF Store
Kansas
$417K -$2.13K -13 -0.5%
ECG
4339
EPIQ Capital Group
California
$414K -$32.3K -196 -7%
TAIM
4340
TD Ameritrade Investment Management
Nebraska
$412K -$91.5K -555 -18%
MI
4341
Moneywise Inc
Virginia
$411K +$20.9K +127 +5%
DMKJ
4342
David M. Knott Jr
$411K
CF
4343
Convergence Financial
Missouri
$410K +$33.1K +201 +9%
SWA
4344
ShankerValleau Wealth Advisors
Illinois
$407K
EFG
4345
Erickson Financial Group
Pennsylvania
$406K
BTIM
4346
BancFirst Trust & Investment Management
Oklahoma
$406K -$296K -1,823 -42%
AG
4347
Appleton Group
Wisconsin
$402K +$402K +2,438 New
TFA
4348
Tranquilli Financial Advisor
New Jersey
$400K
FPCG
4349
Forum Private Client Group
Indiana
$398K -$44.9K -272 -10%
SAM
4350
Sequent Asset Management
Texas
$398K -$3.3K -20 -0.8%