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 %
MLL
776
Moody Lynn & Lieberson
Massachusetts
$51.1M +$754K +4,570 +1%
SAA
777
Southeast Asset Advisors
Georgia
$51.1M +$1.49M +9,061 +3%
MLFP
778
MPS Loria Financial Planners
Illinois
$51M +$275K +1,668 +0.5%
IGGA
779
Iron Gate Global Advisors
Utah
$51M -$525K -3,185 -1%
RC
780
Roundview Capital
New Jersey
$50.9M +$679K +4,118 +1%
TG
781
TCW Group
California
$50.8M +$548K +3,323 +1%
CSUI
782
Cincinnati Specialty Underwriters Insurance
Ohio
$50.8M
MAM
783
Mastrapasqua Asset Management
Tennessee
$50.7M -$404K -2,453 -0.8%
RF
784
Rollins Financial
Georgia
$50.6M -$1.79M -10,837 -3%
CC
785
Courier Capital
New York
$50.6M -$403K -2,444 -0.8%
FTDI
786
First Trust Direct Indexing
Massachusetts
$50.6M +$1.63M +9,908 +3%
VCM
787
Vigilant Capital Management
Maine
$50.5M +$523K +3,174 +1%
GAM
788
Gotham Asset Management
New York
$50.5M -$8.91M -54,006 -15%
RCM
789
RB Capital Management
Nevada
$50.3M +$97.3K +590 +0.2%
GA
790
GuoLine Advisory
Singapore
$50.3M +$50.3M +305,000 New
CWP
791
CFM Wealth Partners
Texas
$50.3M -$90.5K -549 -0.2%
VCM
792
Violich Capital Management
California
$50.2M -$724K -4,391 -1%
JC
793
Jacobs & Co
California
$50.1M -$878K -5,326 -2%
SAM
794
Shikiar Asset Management
New York
$50M +$50M +303,268 New
PCOC
795
Power Corp of Canada
Canada
$50M +$27.6M +172,235 +123%
TNB
796
Thomasville National Bank
Georgia
$49.9M -$457K -2,772 -0.9%
LNB
797
Ledyard National Bank
$49.8M -$4.32M -26,228 -8%
BVDMP
798
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$49.7M +$2.12M +14,000 +4%
HWA
799
Heritage Wealth Advisors
Virginia
$49.6M +$483K +2,930 +1%
TRCT
800
Tower Research Capital (TRC)
New York
$49.5M -$36.4M -220,595 -42%