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 %
BST
801
Bath Savings Trust
Maine
$49.5M -$477K -2,893 -1%
SC
802
SouthState Corp
Florida
$49.3M -$1.06M -6,439 -2%
OPCM
803
Osborne Partners Capital Management
California
$49.3M -$194K -1,176 -0.4%
PCA
804
Private Capital Advisors
Connecticut
$49.2M -$10.4M -63,343 -18%
EFS
805
Essex Financial Services
Connecticut
$49.2M +$867K +5,259 +2%
WANY
806
Wealthspire Advisors (New York)
New York
$49.2M -$4.09M -24,806 -8%
ZIC
807
ZWJ Investment Counsel
Georgia
$49.2M -$657K -3,987 -1%
NIG
808
NFJ Investment Group
Texas
$48.8M -$12.3M -74,880 -20%
NHAS
809
Novo Holdings A/S
Denmark
$48.7M -$12.2M -73,824 -20%
Simplex Trading
810
Simplex Trading
Illinois
$48.7M +$45.7M +277,137 +1,540%
LRPA
811
L. Roy Papp & Associates
Arizona
$48.6M -$951K -5,766 -2%
WA
812
Wealth Advisors
California
$48.6M -$830K -5,162 -2%
IAN
813
Integrated Advisors Network
Texas
$48.4M +$717K +4,351 +2%
GCM
814
GuideStone Capital Management
Texas
$48.4M
MHIC
815
Marble Harbor Investment Counsel
Massachusetts
$48.3M -$301K -1,826 -0.6%
COLIM
816
City of London Investment Management
United Kingdom
$48.3M -$5.2M -31,525 -10%
NCM
817
Narwhal Capital Management
Georgia
$48.3M +$63.7K +386 +0.1%
MC
818
Middleton & Co
Massachusetts
$48.2M +$262K +1,587 +0.5%
MYLI
819
Meiji Yasuda Life Insurance
Japan
$47.9M +$64.5K +391 +0.1%
WP
820
WMS Partners
Maryland
$47.9M -$2.96M -17,967 -6%
BP
821
Ballentine Partners
Massachusetts
$47.7M +$4.02M +24,382 +9%
KOCAA
822
Knights of Columbus Asset Advisors
Connecticut
$47.7M +$454K +2,753 +1%
MIM
823
Marco Investment Management
Georgia
$47.7M -$811K -4,919 -2%
HJGA
824
Hardman Johnston Global Advisors
Connecticut
$47.7M -$1.26M -7,653 -3%
AAM
825
AR Asset Management
California
$47.6M -$1.65M -10,000 -3%