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 %
BAM
851
Berkshire Asset Management
Pennsylvania
$45.2M +$417K +2,526 +0.9%
Balyasny Asset Management
852
Balyasny Asset Management
Illinois
$44.8M +$42M +254,900 +1,512%
FFA
853
Fragasso Financial Advisors
Pennsylvania
$44.7M +$161K +978 +0.4%
NSIM
854
North Star Investment Management
Illinois
$44.7M +$872K +5,291 +2%
MSR
855
Main Street Research
Connecticut
$44.6M -$2.18M -13,219 -5%
SCA
856
Stillwater Capital Advisors
Pennsylvania
$44.2M -$1.58M -9,608 -3%
CG
857
Caprock Group
Idaho
$44.2M +$5.07M +30,718 +13%
TSW
858
Thompson Siegel & Walmsley
Virginia
$44.2M -$5.04M -30,566 -10%
NSEDCP
859
NJ State Employees Deferred Compensation Plan
New Jersey
$44.1M -$825K -5,000 -2%
SWA
860
Stratos Wealth Advisors
Ohio
$43.9M -$382K -2,318 -0.9%
JCM
861
Jag Capital Management
Missouri
$43.8M -$51.8K -314 -0.1%
AMI
862
Amica Mutual Insurance
Rhode Island
$43.8M
HI
863
Harbour Investments
Wisconsin
$43.8M +$398K +2,415 +0.9%
OC
864
Oakworth Capital
Alabama
$43.6M -$10.9M -66,074 -20%
GG
865
Greenwood Gearhart
Arkansas
$43.5M +$2.59M +15,681 +6%
VIM
866
Vancity Investment Management
British Columbia, Canada
$43.5M -$375K -2,272 -0.9%
WAS
867
Wesleyan Assurance Society
United Kingdom
$43.5M -$82.4K -500 -0.2%
SWA
868
SOA Wealth Advisors
New York
$43.5M -$737K -4,471 -2%
BC
869
Blackhill Capital
New Jersey
$43.4M
DWM
870
Dorchester Wealth Management
Quebec, Canada
$43.3M +$4.28M +25,964 +11%
BFG
871
Bouchey Financial Group
New York
$43.3M +$350K +2,122 +0.8%
AP
872
Archon Partners
New Jersey
$43.2M -$3.46M -21,000 -7%
LIM
873
Leavell Investment Management
Alabama
$43.2M -$2M -12,137 -4%
AA
874
Apriem Advisors
California
$43M -$924K -5,603 -2%
MIA
875
MainStreet Investment Advisors
Illinois
$42.6M +$296K +1,793 +0.7%