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 %
TLFA
4351
True Link Financial Advisors
California
$397K -$19.5K -118 -5%
SI
4352
Sprott Inc
Ontario, Canada
$394K
PFG
4353
Peterson Financial Group
Iowa
$393K -$5.8M -35,180 -94%
HAFS
4354
Hapanowicz & Associates Financial Services
Pennsylvania
$389K +$49.1K +298 +14%
ACM
4355
Alethea Capital Management
Washington
$388K +$165 +1 +0%
CCM
4356
Coerente Capital Management
Ontario, Canada
$384K
SAM
4357
Stone Asset Management
Texas
$381K -$931K -5,644 -71%
LTL
4358
Lowery Thomas LLC
California
$379K +$3.79K +23 +1%
BI
4359
Berkeley Inc
Idaho
$376K
RMSCM
4360
R.M. Sincerbeaux Capital Management
New York
$371K
DFC
4361
DBK Financial Counsel
Ohio
$368K
TC
4362
TAGStone Capital
North Carolina
$367K +$330 +2 +0.1%
CWP
4363
Corepath Wealth Partners
Arizona
$366K +$165 +1 +0%
WFS
4364
Walker Financial Services
Kentucky
$366K
PP
4365
Peconic Partners
New York
$363K
FWSM
4366
First Wilshire Securities Management
California
$362K
FA
4367
Fiducient Advisors
Illinois
$358K -$2.26M -13,693 -86%
JWM
4368
JFG Wealth Management
Colorado
$351K -$28.7K -174 -8%
DGI
4369
Disciplined Growth Investors
Minnesota
$347K
SC
4370
Swan Capital
Florida
$347K +$347K +2,103 New
RMC
4371
Resources Management Corp
Connecticut
$338K -$9.64M -239,526 -97%
HWA
4372
Hillcrest Wealth Advisors
New Jersey
$331K -$8.58K -52 -3%
UCIG
4373
Ulrich Consultants & Investment Group
New Mexico
$330K +$26.4K +160 +9%
TA
4374
Teramo Advisors
Florida
$330K +$330K +2,000 New
KC
4375
Kinloch Capital
Virginia
$327K