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 %
CAMG
626
CWA Asset Management Group
Florida
$70M +$2.6M +15,748 +4%
GVAG
627
Great Valley Advisor Group
Delaware
$69.7M -$506K -3,068 -0.7%
LCM
628
LVM Capital Management
Michigan
$69.7M -$743K -4,507 -1%
GIC
629
GFI Investment Counsel
Ontario, Canada
$69.5M -$5.25M -31,831 -7%
WAM
630
Weatherly Asset Management
California
$69.5M -$1.1M -6,667 -2%
SWM
631
SeaCrest Wealth Management
New York
$68.9M -$976K -5,916 -1%
FSA
632
Franklin Street Advisors
North Carolina
$68.9M -$5.5M -33,371 -7%
AHC
633
Adell Harriman & Carpenter
Texas
$68.6M -$1.94M -11,764 -3%
CTA
634
Colonial Trust Advisors
South Carolina
$68.3M -$1.28M -7,750 -2%
KFC
635
Klingenstein Fields & Co
New York
$68.3M -$232K -1,407 -0.3%
CB
636
Community Bank
New York
$68.1M -$602K -3,651 -0.9%
OCBCO
637
Oversea-Chinese Banking Corp (OCBC)
Singapore
$68M -$1.57M -9,509 -2%
CCM
638
Coldstream Capital Management
Washington
$67.7M +$215K +1,305 +0.3%
MAM
639
Meeder Asset Management
Ohio
$67.7M +$6.53M +39,626 +11%
IWM
640
IHT Wealth Management
Illinois
$67.4M +$2.43M +14,707 +4%
YIA
641
YHB Investment Advisors
Connecticut
$66.8M -$502K -3,046 -0.7%
FAIM
642
Financial Advocates Investment Management
Washington
$66.6M +$1.93M +11,696 +3%
GC
643
Grimes & Company
Massachusetts
$66.4M -$372K -2,257 -0.6%
TBA
644
Tower Bridge Advisors
Pennsylvania
$66.4M -$3.15M -19,081 -5%
RWM
645
Ritholtz Wealth Management
New York
$66.3M +$8.67M +52,592 +15%
BFO
646
Boston Family Office
Massachusetts
$66.3M -$1.56M -9,479 -2%
CL
647
Choreo LLC
Illinois
$66.1M +$43.5M +263,695 +193%
EIA
648
Edgemoor Investment Advisors
Maryland
$65.9M -$828K -5,020 -1%
ORI
649
Oak Ridge Investments
Illinois
$65.6M -$245K -1,483 -0.4%
CTI
650
Community Trust & Investment
Kentucky
$65.6M +$828K +5,024 +1%