4,487 hedge funds and large institutions have $1.55T invested in Apple in 2023 Q1 according to their latest regulatory filings, with 163 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
4,487
Holders Change
-37
Holders Change %
-0.82%
% of All Funds
71.83%
Holding in Top 10
2,703
Holding in Top 10 Change
+205
Holding in Top 10 Change %
+8.21%
% of All Funds
43.27%
New
163
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 %
JRP
4376
Jasper Ridge Partners
California
$326K
RJTCONH
4377
Raymond James Trust Company of New Hampshire
New Hampshire
$325K -$22.1K -134 -6%
UA
4378
Unison Advisors
District of Columbia
$324K
WFS
4379
Weitzel Financial Services
Iowa
$323K +$50.2K +302 +18%
SFS
4380
Starfox Financial Services
Texas
$321K +$6.29K +38 +2%
NRD
4381
Nebula Research & Development
New York
$320K +$320K +1,940 New
TWP
4382
Transparent Wealth Partners
Arkansas
$318K +$330 +2 +0.1%
EGM
4383
Engineers Gate Manager
New York
$317K -$4.34M -26,323 -93%
CIM
4384
Contravisory Investment Management
Massachusetts
$316K -$416K -2,524 -57%
MWA
4385
Martel Wealth Advisors
Washington
$314K -$62.2K -377 -17%
HB
4386
Horizon Bancorp
Indiana
$314K +$60K +364 +24%
CWA
4387
Continuum Wealth Advisors
New York
$312K -$53.1K -322 -15%
DJFS
4388
Dean Jacobson Financial Services
Texas
$312K
TPW
4389
TL Private Wealth
Texas
$311K +$165 +1 +0.1%
FVCM
4390
F&V Capital Management
Florida
$309K -$153K -930 -33%
MC
4391
Maverick Capital
Texas
$309K -$1.4M -8,499 -82%
DAL
4392
Delta Accumulation LLC
California
$308K +$330 +2 +0.1%
BBP
4393
Banco BTG Pactual
Brazil
$306K -$18.4K -111 -6%
IIM
4394
Ironwood Investment Management
Massachusetts
$303K
ASW
4395
Astoria Strategic Wealth
Texas
$298K
ASI
4396
Advisory Services & Investments
Oregon
$295K +$295K +1,789 New
VNB
4397
Virginia National Bank
Virginia
$293K -$12.5K -76 -4%
AA
4398
AF Advisors
California
$293K -$8.74K -53 -3%
RC
4399
Randolph Company
Ohio
$293K
VWA
4400
VERITY Wealth Advisors
United States
$291K -$91.7K -556 -24%