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 %
PF
676
Phoenix Financial
Israel
$62.2M +$3.4M +20,648 +6%
DAS
677
Dynamic Advisor Solutions
Arizona
$61.9M -$1.49M -9,064 -2%
WSTAM
678
Wilbanks Smith & Thomas Asset Management
Virginia
$61.8M +$344K +2,084 +0.6%
HFS
679
Hantz Financial Services
Michigan
$61.5M +$563K +3,417 +0.9%
TF
680
Talbot Financial
Washington
$60.7M -$504K -3,054 -0.8%
GI
681
Gradient Investments
Minnesota
$60.5M +$5.06M +30,706 +9%
VVP
682
Venture Visionary Partners
Ohio
$60.2M +$209K +1,270 +0.3%
MIFH
683
Migdal Insurance & Financial Holdings
Israel
$60.2M -$10.1M -61,182 -14%
PTC
684
Philadelphia Trust Company
Pennsylvania
$60.2M -$459K -2,781 -0.8%
EAM
685
Eagle Asset Management
Florida
$60M +$2.86M +17,327 +5%
BHIA
686
Birch Hill Investment Advisors
Massachusetts
$59.9M -$1.78M -10,798 -3%
ACM
687
Academy Capital Management
Texas
$59.8M -$485K -2,943 -0.8%
IAIM
688
International Assets Investment Management
Florida
$59.7M -$143M -1,104,252 -71%
NSAM
689
North Star Asset Management
Wisconsin
$59.6M -$424K -2,573 -0.7%
JWBC
690
J.W. Burns & Co
New York
$59.6M -$60K -364 -0.1%
AIS
691
AM Investment Strategies
Tennessee
$59.5M -$1.85M -11,192 -3%
CTA
692
Chesley Taft & Associates
Illinois
$59.4M -$14.7K -89 -0%
WTA
693
Washington Trust Advisors
Massachusetts
$59.4M -$589K -3,571 -1%
CWM
694
Cornerstone Wealth Management
Missouri
$59.4M +$59.4M +360,194 New
GP
695
Girard Partners
Pennsylvania
$59.4M -$2.41M -14,614 -4%
MTC
696
McDaniel Terry & Co
Texas
$59.2M -$1.48M -8,950 -2%
LBC
697
Lowe Brockenbrough & Co
Virginia
$59.1M -$422K -2,559 -0.7%
ACIM
698
Azimuth Capital Investment Management
Michigan
$58.9M -$1.69M -10,257 -3%
WP
699
Wedgewood Partners
Missouri
$58.9M -$794K -4,817 -1%
MFAM
700
Motley Fool Asset Management
Virginia
$58.5M -$909K -5,512 -2%