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 %
DWM
701
Dakota Wealth Management
Florida
$58.5M +$265K +1,607 +0.5%
CAM
702
Carret Asset Management
New York
$58.5M -$5.4M -32,775 -8%
HVM
703
Harvest Volatility Management
Connecticut
$58.5M -$10.7M -65,666 -15%
MOS
704
MGO One Seven
Ohio
$58.4M +$10.2M +62,063 +21%
TH
705
TCTC Holdings
Texas
$58.3M +$1.32M +8,016 +2%
NMIFOAC
706
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$58.3M
GWM
707
Greenwich Wealth Management
Connecticut
$58.2M -$266K -1,614 -0.5%
WWM
708
Western Wealth Management
Colorado
$58.1M -$470K -2,853 -0.8%
CA
709
Clearstead Advisors
Ohio
$58.1M +$2.67M +16,186 +5%
MSE
710
MUFG Securities EMEA
United Kingdom
$58M +$29.3M +177,563 +102%
KCM
711
Kanawha Capital Management
Virginia
$58M +$403K +2,441 +0.7%
ANTB
712
AMG National Trust Bank
Colorado
$57.9M +$78K +473 +0.1%
AM
713
AGF Management
Ontario, Canada
$57.7M -$1.4M -8,502 -2%
AFG
714
Albion Financial Group
Utah
$57.6M -$19.4M -117,928 -25%
HIA
715
Harbor Investment Advisory
Maryland
$57.6M -$1.95M -11,814 -3%
CCA
716
Cobblestone Capital Advisors
New York
$57.6M -$960K -5,820 -2%
GIM
717
Grassi Investment Management
California
$57.3M -$626K -3,798 -1%
BFIM
718
Beese Fulmer Investment Management
Ohio
$57M +$1.55M +9,373 +3%
SAM
719
Sawgrass Asset Management
Florida
$57M -$1.89M -11,459 -3%
LIA
720
LS Investment Advisors
Michigan
$57M -$3.2M -19,426 -5%
CRC
721
Curi RMB Capital
Illinois
$56.9M +$4.47M +27,117 +9%
USAA
722
United Services Automobile Association
Texas
$56.9M -$36.1M -218,859 -39%
VC
723
Vestor Capital
Illinois
$56.7M +$1.78M +10,805 +3%
CSPIA
724
Cary Street Partners Investment Advisory
Virginia
$56.7M -$1.54M -9,348 -3%
MWM
725
Meridian Wealth Management
Kentucky
$56.6M +$2.83M +17,133 +5%