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 %
MAM
901
Madison Asset Management
Wisconsin
$40.5M -$387K -2,347 -0.9%
BCM
902
BTC Capital Management
Iowa
$40.3M +$291K +1,764 +0.7%
SLI
903
Sumitomo Life Insurance
Japan
$40.2M -$353K -2,143 -0.9%
RT
904
Rockland Trust
Massachusetts
$40M +$6.82M +41,378 +21%
LWCA
905
Locust Wood Capital Advisers
New York
$40M +$10.5M +63,670 +36%
AUB
906
Atlantic Union Bankshares
Virginia
$40M -$1.23M -7,461 -3%
CIM
907
Corda Investment Management
Texas
$39.9M +$380K +2,302 +1%
CIC
908
Crawford Investment Counsel
Georgia
$39.8M -$15M -91,237 -27%
PWMAG
909
Pinnacle Wealth Management Advisory Group
New Jersey
$39.8M +$1.08M +6,565 +3%
TCM
910
Telos Capital Management
California
$39.7M -$1.2M -7,285 -3%
ACA
911
Affinity Capital Advisors
California
$39.7M -$2.6M -15,746 -6%
AI
912
Accredited Investors
Minnesota
$39.6M -$139K -843 -0.3%
ECM
913
Estabrook Capital Management
New York
$39.2M -$1.03M -6,228 -3%
PAM
914
Palisade Asset Management
Minnesota
$39.2M -$2.66M -16,150 -6%
IF
915
Ironwood Financial
Arizona
$39.1M -$1.15K -7 -0%
GIA
916
Gladstone Institutional Advisory
Florida
$39M +$371K +2,249 +1%
FMC
917
First Merchants Corp
Indiana
$39M -$187K -1,133 -0.5%
HI
918
Hendershot Investments
Virginia
$39M -$334K -2,024 -0.8%
CGI
919
Comgest Global Investors
France
$38.6M -$910K -5,521 -2%
OGC
920
Oak Grove Capital
New Hampshire
$38.6M -$1.14M -6,894 -3%
RG
921
Renaissance Group
Kentucky
$38.6M -$342K -2,077 -0.9%
AT
922
AMF Tjänstepension
Sweden
$38.5M -$12.3M -74,729 -24%
HIP
923
HUB Investment Partners
Texas
$38.5M +$9.58M +58,098 +33%
JAWM
924
J. Arnold Wealth Management
Ohio
$38.4M -$26.4K -160 -0.1%
AC
925
Avestar Capital
New York
$38.4M -$461K -2,797 -1%