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 %
TF
976
Tompkins Financial
New York
$35.5M -$701K -4,251 -2%
BIM
977
Bridgecreek Investment Management
Oklahoma
$35.4M -$482K -2,925 -1%
VWA
978
Visionary Wealth Advisors
Illinois
$35.4M +$476K +2,889 +1%
KA
979
Klingman & Associates
New York
$35.4M -$357K -2,164 -1%
KJHP
980
K.J. Harrison & Partners
Ontario, Canada
$35.4M +$3.78M +22,913 +12%
SGK
981
Steigerwald Gordon & Koch
Virginia
$35.4M +$392K +2,375 +1%
BFIC
982
Bedell Frazier Investment Counselling
California
$35.3M -$186K -1,128 -0.5%
CANC
983
Culbertson A N & Co
Virginia
$35.3M -$68.8K -417 -0.2%
STA
984
Summit Trail Advisors
New York
$35.3M -$734K -4,453 -2%
NB
985
NBT Bank
New York
$35.2M -$140K -851 -0.4%
BCP
986
Blue Chip Partners
Michigan
$35.1M +$295K +1,786 +0.8%
CM
987
Churchill Management
California
$35.1M -$1.35M -8,183 -4%
SCM
988
Schnieders Capital Management
California
$35M -$1.17M -7,107 -3%
SQA
989
Simon Quick Advisors
New Jersey
$35M +$3.52M +21,338 +11%
SPC
990
Stewart & Patten Company
California
$34.9M +$71.1K +431 +0.2%
FA
991
Fagan Associates
New York
$34.9M -$1.47M -8,911 -4%
JPMIA
992
J.P. Marvel Investment Advisors
Massachusetts
$34.9M -$315K -1,912 -0.9%
PI
993
PFG Investments
New York
$34.8M +$34.8M +211,213 New
AWA
994
Arete Wealth Advisors
Illinois
$34.8M -$543K -3,290 -2%
SWA
995
SFMG Wealth Advisors
Texas
$34.8M +$1.34M +8,124 +4%
BIP
996
Blue Investment Partners
California
$34.8M -$1.27M -7,673 -4%
PFS
997
Physicians Financial Services
North Carolina
$34.8M +$357K +2,166 +1%
PIM
998
Progressive Investment Management
Oregon
$34.7M +$1.61M +9,791 +5%
AAIM
999
American Assets Investment Management
California
$34.6M
EVM
1000
Evelyn V. Moreno
$34.6M +$619K +3,752 +2%