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 %
LF
826
Longbow Finance
Switzerland
$47.6M +$852K +5,167 +2%
LG
827
LaFleur & Godfrey
Michigan
$47.5M -$3.15M -19,113 -6%
BFA
828
Bragg Financial Advisors
North Carolina
$47.5M +$592K +3,593 +1%
RWP
829
RWA Wealth Partners
Massachusetts
$47.4M +$555K +3,365 +1%
ETC
830
Exchange Traded Concepts
Oklahoma
$47.4M -$51.1K -310 -0.1%
BHWM
831
Bar Harbor Wealth Management
New Hampshire
$47.4M -$1.41M -8,577 -3%
AL
832
Aspiriant LLC
California
$47.1M -$4.66M -28,277 -9%
WIM
833
WealthPlan Investment Management
Nebraska
$47M -$55.6M -336,877 -54%
IAS
834
Insigneo Advisory Services
Florida
$46.9M -$541K -3,283 -1%
CMI
835
Clare Market Investments
Texas
$46.8M -$202K -1,228 -0.4%
LC
836
Lindbrook Capital
California
$46.8M +$644K +3,904 +1%
SC
837
Skylands Capital
Wisconsin
$46.7M -$3.01M -18,255 -6%
AWE
838
Avidian Wealth Enterprises
Texas
$46.5M -$6.63M -40,213 -12%
HTHT
839
Hemenway Trust Hemenway Trust
New Hampshire
$46.5M -$1.88M -11,403 -4%
SEM
840
Suncoast Equity Management
Florida
$46.4M -$265K -1,610 -0.6%
HIC
841
Hartline Investment Corp
Illinois
$46.2M -$46.2K -280 -0.1%
BIA
842
Biondo Investment Advisors
Pennsylvania
$46.2M +$1.03M +6,263 +2%
TW
843
Transform Wealth
Colorado
$46.2M +$4.34M +26,348 +10%
MNBTD
844
Moody National Bank Trust Division
Texas
$45.7M -$886K -5,370 -2%
FC
845
Forte Capital
New York
$45.7M -$1.05M -6,341 -2%
CRB
846
Chad R. Baker
$45.7M +$301K +1,825 +0.7%
KFP
847
KMG Fiduciary Partners
Ohio
$45.6M -$1.44M -8,756 -3%
CA
848
CSM Advisors
Pennsylvania
$45.4M +$534K +3,240 +1%
BPCE
849
Bank Pictet & Cie (Europe)
Germany
$45.3M -$716K -4,340 -2%
SFO
850
Stokes Family Office
Louisiana
$45.2M +$903K +5,474 +2%