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
951
Martingale Asset Management
Massachusetts
$36.7M -$25.2M -152,949 -41%
OA
952
Oak Associates
Ohio
$36.7M -$841K -5,100 -2%
RPC
953
Rossmore Private Capital
Connecticut
$36.7M -$1.37M -8,338 -4%
LSPW
954
Lake Street Private Wealth
Illinois
$36.6M -$2.15M -13,011 -6%
SCM
955
SCS Capital Management
Massachusetts
$36.6M -$3.46M -20,979 -9%
ST
956
Spinnaker Trust
Maine
$36.5M -$1.56M -9,478 -4%
CPIG
957
Chicago Partners Investment Group
Illinois
$36.5M +$2.8M +16,948 +8%
DLA
958
Douglas Lane & Associates
New York
$36.5M -$1.63M -9,868 -4%
FHA
959
Flagship Harbor Advisors
Massachusetts
$36.5M +$1.15K +7 +0%
AF
960
Advisornet Financial
Minnesota
$36.5M -$566K -3,430 -2%
PGIM
961
Pacific Global Investment Management
California
$36.5M -$2.77M -16,821 -7%
KA
962
Kintegral Advisory
New York
$36.5M -$1.96M -11,882 -5%
JMFC
963
J.M. Forbes & Co
Massachusetts
$36.4M -$374K -2,266 -1%
TGAM
964
TBH Global Asset Management
Tennessee
$36.3M +$2.97M +17,987 +9%
AT
965
Arvest Trust
Oklahoma
$36.3M +$735K +4,459 +2%
BA
966
Bristlecone Advisors
Washington
$36.2M -$1.1M -6,662 -3%
TYCC
967
Texas Yale Capital Corp
Florida
$36.2M -$406K -2,464 -1%
BCAM
968
Boston Common Asset Management
Massachusetts
$36.1M -$8.76M -53,108 -20%
FSA
969
Fort Sheridan Advisors
Illinois
$36M +$3.25M +19,685 +10%
MME
970
Meag Munich Ergo
Germany
$35.9M -$4.28M -25,972 -11%
HPG
971
Harvest Portfolios Group
Ontario, Canada
$35.8M +$5.51M +33,418 +18%
PDM
972
Penn Davis McFarland
Texas
$35.6M -$152K -923 -0.4%
VIP
973
Vantage Investment Partners
Missouri
$35.6M +$238K +1,456 +0.7%
ACP
974
Aviance Capital Partners
Florida
$35.6M +$704K +4,269 +2%
WA
975
WestEnd Advisors
North Carolina
$35.5M -$27M -207,650 Closed