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 %
AA
501
Ancora Advisors
Ohio
$99.5M -$2.14M -12,996 -2%
KWILP
502
Kiwi Wealth Investments Limited Partnership
New Zealand
$99.4M -$169K -1,025 -0.2%
SCA
503
Snowden Capital Advisors
New York
$98.9M +$628K +3,810 +0.6%
AI
504
Axiom Investors
Connecticut
$98.3M +$1.61M +9,765 +2%
LFAS
505
Level Four Advisory Services
Texas
$98.2M +$498K +3,022 +0.5%
DCM
506
Donaldson Capital Management
Indiana
$97.9M -$17.9M -108,290 -15%
KWM
507
Kingsview Wealth Management
Oregon
$97.4M -$3.87M -23,447 -4%
SRIM
508
Saratoga Research & Investment Management
California
$97.3M +$7.92M +48,031 +9%
BFS
509
Bard Financial Services
Connecticut
$96.9M -$660K -4,000 -0.7%
MMA
510
Miracle Mile Advisors
California
$96.6M -$1.9M -11,527 -2%
PA
511
Profund Advisors
Maryland
$96.4M -$3.24M -19,668 -3%
CAM
512
Cacti Asset Management
Georgia
$96.2M -$462K -2,800 -0.5%
CWM
513
Calamos Wealth Management
Illinois
$96.1M -$1.12M -6,804 -1%
NP
514
NS Partners
United Kingdom
$95.9M -$332K -2,014 -0.3%
PCIA
515
Prime Capital Investment Advisors
Kansas
$95.9M -$4.87M -29,522 -5%
SWM
516
Spire Wealth Management
Virginia
$95.7M +$27.9M +169,147 +41%
RSWM
517
Robertson Stephens Wealth Management
California
$95.7M +$1.37M +5,761 +1%
SAI
518
Systematic Alpha Investments
New Jersey
$95M
ESCM
519
Echo Street Capital Management
New York
$95M +$93.5M +567,229 +6,388%
TI
520
Tidal Investments
Wisconsin
$94.9M +$8.38M +50,843 +10%
WC
521
Whitney & Co
New York
$94.6M +$32.2M +195,218 +52%
ACA
522
Aptus Capital Advisors
Alabama
$93.9M +$10.7M +65,094 +13%
CFG
523
Citizens Financial Group
Rhode Island
$93.6M +$1.25M +7,608 +1%
HWA
524
HCR Wealth Advisors
California
$93.6M -$439K -2,665 -0.5%
CPSAC
525
Chas P. Smith & Associates (CPS)
Florida
$93.6M -$171K -1,038 -0.2%