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 %
MCM
876
Mengis Capital Management
Oregon
$42.3M -$1.11M -6,706 -3%
DWP
877
Daymark Wealth Partners
Ohio
$42.3M +$4.61M +27,954 +12%
FWP
878
Falcon Wealth Planning
California
$42.3M +$266K +1,614 +0.6%
WPW
879
Waldron Private Wealth
Pennsylvania
$42.1M +$531K +3,219 +1%
FPAS
880
Focus Partners Advisor Solutions
Missouri
$42.1M +$10.5M +63,940 +33%
TC
881
Telemus Capital
Michigan
$42M +$167K +1,015 +0.4%
OCAM
882
Onex Canada Asset Management
Ontario, Canada
$42M -$2.48M -15,036 -6%
FM
883
Foster & Motley
Ohio
$42M -$137K -831 -0.3%
MCM
884
Manchester Capital Management
Vermont
$41.8M +$904K +5,480 +2%
MAS
885
Meeder Advisory Services
Ohio
$41.5M +$1.3M +7,872 +3%
WB
886
Webster Bank
Connecticut
$41.5M -$1.17M -7,066 -3%
CAM
887
Columbia Asset Management
Michigan
$41.3M -$301K -1,823 -0.7%
QIM
888
Quest Investment Management
Oregon
$41.3M -$20.8M -126,037 -34%
SIA
889
Schechter Investment Advisors
Michigan
$41.2M +$1.97M +11,947 +5%
NMO
890
Newlands Management Operations
Texas
$41.1M
EFM
891
E Fund Management
China
$41M +$746K +4,525 +2%
Edgewood Management
892
Edgewood Management
Connecticut
$40.9M -$864K -5,238 -2%
SA
893
Strategic Advisors
New York
$40.8M -$1.25M -7,586 -3%
VWM
894
Valley Wealth Managers
New Jersey
$40.8M -$374K -2,266 -0.9%
MCM
895
McKinley Capital Management
Alaska
$40.8M -$656K -3,981 -2%
BWFA
896
Baltimore-Washington Financial Advisors
Maryland
$40.7M -$387K -2,345 -0.9%
ACM
897
Aljian Capital Management
Nevada
$40.7M -$550K -3,338 -1%
PAI
898
Pittenger & Anderson Inc
Nebraska
$40.6M -$598K -3,627 -1%
QCG
899
Quadrant Capital Group
Ohio
$40.6M +$1.82M +11,023 +5%
SVWAG
900
Sound View Wealth Advisors Group
Georgia
$40.6M -$5.67M -34,363 -12%