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 %
FBB
726
Fulton Breakefield Broenniman
Maryland
$56.5M -$1.35M -8,202 -2%
GKWIM
727
Gerber Kawasaki Wealth & Investment Management
California
$56.5M -$1.98M -12,008 -3%
WP
728
WealthPLAN Partners
Nebraska
$56.3M -$46.3M -280,841 -45%
TA
729
TRB Advisors
New York
$56.1M
CIA
730
Choate Investment Advisors
Massachusetts
$56M +$360K +2,185 +0.6%
GHA
731
GW Henssler & Associates
Georgia
$55.9M -$6.74M -40,861 -11%
YC
732
Yarbrough Capital
Tennessee
$55.9M -$313M -1,900,000 -85%
PAS
733
Park Avenue Securities
New York
$55.7M +$3.42M +20,750 +7%
HSA
734
HBK Sorce Advisory
Pennsylvania
$55.7M -$53.5M -324,360 -49%
TAM
735
Taurus Asset Management
New York
$55.6M -$4.09M -24,807 -7%
CAM
736
Crake Asset Management
United Kingdom
$55.5M +$38.7M +234,410 +230%
GRP
737
Global Retirement Partners
California
$55.4M +$8.31M +49,614 +18%
FCH
738
Freestone Capital Holdings
Washington
$55.3M -$791K -4,795 -1%
PCM
739
Palisade Capital Management
New Jersey
$55.2M -$1.59M -9,632 -3%
DA
740
Dillon & Associates
Michigan
$54.7M -$2.89M -17,531 -5%
WIM
741
Waverton Investment Management
United Kingdom
$54.6M +$416K +2,520 +0.8%
SCA
742
Stonebridge Capital Advisors
Minnesota
$54.3M -$16.5K -100 -0%
SEIA
743
Signature Estate & Investment Advisors
California
$54.3M +$2.3M +13,919 +4%
Jones Financial Companies
744
Jones Financial Companies
Missouri
$54.2M -$873K -5,294 -2%
BFEC
745
Benjamin F. Edwards & Company
Missouri
$54.2M -$23.4K -142 -0%
GC
746
Guardian Capital
Ontario, Canada
$54.2M -$1.11M -6,713 -2%
CHAM
747
Clear Harbor Asset Management
Connecticut
$54M +$15.7M +94,960 +41%
AIM
748
Allen Investment Management
New York
$54M +$415K +2,516 +0.8%
NEI
749
Northwest & Ethical Investments
Ontario, Canada
$53.9M +$355K +2,150 +0.7%
BIAS
750
Beacon Investment Advisory Services
New Jersey
$53.6M -$3.76M -22,804 -7%