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 %
AMCA
1001
Arthur M. Cohen & Associates
Illinois
$34.6M -$1.79M -10,838 -5%
UBV
1002
United Bank (Virginia)
Virginia
$34.6M -$1.27M -7,675 -4%
JWM
1003
JGP Wealth Management
Oregon
$34.6M +$712K +4,315 +2%
WAM
1004
Winslow Asset Management
Ohio
$34.5M -$1.1M -6,643 -3%
OAM
1005
Ostrum Asset Management
France
$34.5M +$34.5M +209,119 New
LSAG
1006
Lake Street Advisors Group
New Hampshire
$34.4M +$100K +608 +0.3%
LOAME
1007
Lombard Odier Asset Management (Europe)
United Kingdom
$34.4M -$2.14M -12,997 -6%
CFS
1008
CRA Financial Services
New Jersey
$34.3M +$372K +2,256 +1%
BFC
1009
Blue Fin Capital
Rhode Island
$34.3M -$203K -1,224 -0.6%
RIG
1010
RiverFront Investment Group
Virginia
$34.1M +$2.85M +17,255 +9%
KF
1011
Krilogy Financial
Missouri
$34.1M -$975K -5,912 -3%
VCA
1012
Verdence Capital Advisors
Maryland
$34.1M +$61.7K +374 +0.2%
WTB
1013
Washington Trust Bank
Washington
$34M +$1.7M +10,314 +5%
SBCM
1014
Schwerin Boyle Capital Management
Massachusetts
$34M -$4.7M -28,500 -12%
CCWM
1015
Cassaday & Co Wealth Management
Virginia
$34M -$378K -2,295 -1%
VWA
1016
V Wealth Advisors
Kansas
$34M +$421K +2,551 +1%
AA
1017
ALPS Advisors
Colorado
$33.9M -$2.33M -14,156 -6%
LWM
1018
Laidlaw Wealth Management
New York
$33.9M -$20.1K -122 -0.1%
NCM
1019
Novare Capital Management
North Carolina
$33.8M -$730K -4,427 -2%
AF
1020
Apexium Financial
Texas
$33.8M -$357K -2,167 -1%
LF
1021
Lannebo Fonder
Sweden
$33.8M
RSVP
1022
Ramsay Stattman Vela & Price
Colorado
$33.7M -$907K -5,501 -3%
EWM
1023
Endurance Wealth Management
Rhode Island
$33.6M +$673K +4,080 +2%
CA
1024
CapWealth Advisors
Tennessee
$33.6M -$4.35M -26,382 -11%
GAB
1025
German American Bancorp
Indiana
$33.6M -$504K -3,056 -1%