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 %
AWM
1026
Avitas Wealth Management
California
$33.5M -$297K -1,803 -0.9%
RP
1027
Rice Partnership
Hawaii
$33.5M -$131K -795 -0.4%
JA
1028
JLB & Associates
Michigan
$33.5M +$480K +2,910 +1%
GAM
1029
Griffin Asset Management
New York
$33.4M -$331K -2,005 -1%
HI
1030
Horizon Investments
North Carolina
$33.4M -$4.25M -25,795 -11%
NFG
1031
Nations Financial Group
Iowa
$33.3M +$553K +3,352 +2%
FAT
1032
First American Trust
California
$33.3M +$193K +1,172 +0.6%
Kayne Anderson Rudnick Investment Management
1033
Kayne Anderson Rudnick Investment Management
California
$33.3M +$4.59M +27,806 +16%
DP
1034
Dundas Partners
United Kingdom
$33.1M -$645K -3,912 -2%
AAS
1035
Annex Advisory Services
Wisconsin
$33.1M -$2.74M -16,589 -8%
IA
1036
IFP Advisors
Florida
$33M -$38M -407,929 -54%
EWM
1037
Edge Wealth Management
New York
$32.9M -$896K -5,434 -3%
SFP
1038
Sandbox Financial Partners
Maryland
$32.8M -$99.8K -605 -0.3%
PCA
1039
Pallas Capital Advisors
Massachusetts
$32.8M +$1.76M +10,656 +6%
CGL
1040
Clarius Group LLC
Washington
$32.7M -$1.62M -9,819 -5%
CA
1041
Callahan Advisors
Texas
$32.7M -$566K -3,432 -2%
NAMP
1042
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$32.7M -$561K -3,405 -2%
ET
1043
Equitable Trust
Tennessee
$32.7M -$3.9M -23,676 -11%
ESBC
1044
E.S. Barr & Co
Kentucky
$32.6M -$538K -3,263 -2%
GAG
1045
GM Advisory Group
New York
$32.6M -$1.13M -6,877 -3%
EWM
1046
Executive Wealth Management
Michigan
$32.6M +$725K +4,395 +2%
GWM
1047
Geneos Wealth Management
Colorado
$32.5M -$4.58M -27,778 -12%
TCOT
1048
Trust Company of Toledo
Ohio
$32.5M -$100K -607 -0.3%
KC
1049
Kadensa Capital
Hong Kong
$32.5M +$19.7M +119,591 +155%
EW
1050
Evoke Wealth
California
$32.4M +$4.4M +75,188 +16%