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 %
PIA
926
Petredis Investment Advisors
Pennsylvania
$38.4M +$1M +6,078 +3%
ATPW
927
Ashton Thomas Private Wealth
Arizona
$38.4M +$2.34M +14,165 +6%
SCP
928
Seizert Capital Partners
Michigan
$38.2M -$2.59M -15,712 -6%
SBWIC
929
Schaper Benz & Wise Investment Counsel
Wisconsin
$38.2M -$1.43M -8,661 -4%
CBTWT
930
Community Bank & Trust (Waco, Texas)
Texas
$38.2M -$729K -4,418 -2%
CF
931
Centaurus Financial
California
$38.1M +$2.03M +12,284 +6%
FG
932
Fiduciary Group
Georgia
$38M -$482K -2,920 -1%
PAM
933
Private Asset Management
California
$37.9M -$415K -2,514 -1%
LIP
934
Liontrust Investment Partners
United Kingdom
$37.8M -$41.7M -252,900 -52%
AWA
935
Arkadios Wealth Advisors
Georgia
$37.8M +$406K +2,460 +1%
JFG
936
Jefferies Financial Group
New York
$37.7M -$292M -1,771,873 -89%
HT
937
Heritage Trust
Oklahoma
$37.7M -$262K -1,586 -0.7%
DMIC
938
Dixon Mitchell Investment Counsel
British Columbia, Canada
$37.6M -$1.19M -7,245 -3%
PI
939
PFS Investments
Georgia
$37.6M -$344K -2,090 -0.9%
AWA
940
Aaron Wealth Advisors
Illinois
$37.5M +$1.45M +8,780 +4%
VCM
941
Vision Capital Management
Oregon
$37.4M +$383K +2,321 +1%
AC
942
Abbrea Capital
California
$37.4M -$76.8K -466 -0.2%
Koshinski Asset Management
943
Koshinski Asset Management
Illinois
$37.4M -$621K -3,777 -2%
FAM
944
Formidable Asset Management
Ohio
$37.3M -$362K -2,179 -1%
PA
945
PFG Advisors
Arizona
$37.3M -$568K -3,447 -2%
BWM
946
Brickley Wealth Management
California
$37.2M +$11.9K +72 +0%
TSS
947
Two Sigma Securities
New York
$37.2M +$27.4M +166,270 +281%
PCM
948
Pennsylvania Capital Management
Pennsylvania
$36.9M +$1.6M +9,678 +5%
CCG
949
Cypress Capital Group
Florida
$36.9M -$331K -2,007 -0.9%
HI
950
Hoey Investments
Pennsylvania
$36.8M +$422K +2,557 +1%