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 %
RIL
751
Rothschild Investment LLC
Illinois
$53.5M -$272K -1,648 -0.5%
AC
752
Avenir Corporation
Virginia
$53.3M -$1.09M -6,634 -2%
OWM
753
Opes Wealth Management
California
$53.3M -$221K -1,341 -0.4%
LDB
754
Lee, Danner & Bass
Tennessee
$53.2M -$2.26M -13,680 -4%
MA
755
Montag & Associates
Georgia
$53M -$766K -4,646 -1%
GIP
756
Granite Investment Partners
California
$53M -$3.9M -23,678 -7%
FFM
757
Forum Financial Management
Illinois
$53M +$2.63M +15,960 +5%
GAI
758
General American Investors
New York
$52.9M
AAM
759
Aureus Asset Management
Massachusetts
$52.9M -$5.08M -30,832 -9%
WDA
760
Wendell David Associates
New Hampshire
$52.5M -$879K -5,330 -2%
CCG
761
Ceeto Capital Group
Florida
$52.1M -$139K -842 -0.3%
SIMG
762
Sonora Investment Management Group
Arizona
$52.1M -$476K -2,889 -0.9%
SFS
763
Sowell Financial Services
Arkansas
$52M -$18M -109,346 -26%
TFS
764
Thoroughbred Financial Services
Tennessee
$51.8M -$223K -1,350 -0.4%
MGIM
765
M&G Investment Management
United Kingdom
$51.8M +$7.85M +47,575 +18%
USCWA
766
U.S. Capital Wealth Advisors
Texas
$51.7M -$1.16M -7,036 -2%
FB
767
Fulton Bank
Pennsylvania
$51.6M +$39.1K +237 +0.1%
PWAG
768
Polaris Wealth Advisory Group
California
$51.6M -$1.61M -9,767 -3%
ECM
769
Evergreen Capital Management
Washington
$51.5M -$1.06M -6,424 -2%
FCBT
770
First Citizens Bank & Trust
North Carolina
$51.5M +$8.02M +48,626 +18%
JIP
771
Jaffetilchin Investment Partners
Florida
$51.5M +$402K +2,438 +0.8%
BBA
772
BLB&B Advisors
Pennsylvania
$51.4M +$1.01M +6,102 +2%
CF
773
Cypress Funds
California
$51.3M -$9.89M -60,000 -16%
TCM
774
Twin Capital Management
Pennsylvania
$51.3M -$5.8M -35,166 -10%
BFA
775
Beaumont Financial Advisors
Massachusetts
$51.1M -$540K -3,276 -1%