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 %
EWA
576
Exencial Wealth Advisors
Oklahoma
$78.3M -$315K -1,911 -0.4%
WBG
577
Wharton Business Group
Pennsylvania
$78.3M +$10.1K +61 +0%
CWM
578
Congress Wealth Management
Massachusetts
$78M -$849K -5,148 -1%
FMII
579
Farmers & Merchants Investments Inc
Nebraska
$77.9M -$166K -1,004 -0.2%
VCAM
580
Van Cleef Asset Management
Ohio
$77.3M -$830K -5,031 -1%
NMIMC
581
Northwestern Mutual Investment Management Company
Wisconsin
$77.1M -$193K -1,173 -0.3%
CC
582
Chicago Capital
Illinois
$77M +$62K +376 +0.1%
VI
583
Vestcor Inc
New Brunswick, Canada
$76.8M -$706K -4,280 -0.9%
HIIFS
584
Harel Insurance Investments & Financial Services
Israel
$76.7M +$279K +1,691 +0.4%
AI
585
Atria Investments
North Carolina
$76.7M +$8.52M +51,665 +13%
AIP
586
ARS Investment Partners
New York
$76.7M -$271K -1,642 -0.4%
FIS
587
Fundsmith Investment Services
Mauritius
$76.4M +$33.5M +202,955 +78%
FFN
588
Focus Financial Network
Minnesota
$76.3M -$864K -5,237 -1%
BRA
589
Bender Robert & Associates
California
$75.9M -$615K -3,730 -0.8%
AP
590
Appleton Partners
Massachusetts
$75.8M -$1.16M -7,010 -2%
DT
591
Diversified Trust
Tennessee
$75.5M +$3.72M +22,546 +5%
CS
592
Cannell & Spears
New York
$75.5M +$1.13M +6,882 +2%
AAS
593
Ameritas Advisory Services
Nebraska
$75.3M -$11.9M -72,165 -14%
BWP
594
Baldwin Wealth Partners
Massachusetts
$75.2M -$605K -3,671 -0.8%
NAM
595
NorthCrest Asset Manangement
Minnesota
$75.1M +$4.61M +27,978 +7%
DFG
596
Delta Financial Group
New Jersey
$74.9M +$360K +2,181 +0.5%
FNBOO
597
First National Bank of Omaha
Nebraska
$74.9M -$2.74M -16,586 -4%
EDRH
598
Edmond de Rothschild Holding
Switzerland
$74.4M +$2.56M +15,533 +4%
ANHIM
599
Alan N. Hoffman Investment Management
Massachusetts
$74.4M -$22.1M -134,086 -23%
CII
600
Capital International Inc
California
$74M +$1.68M +10,215 +2%