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 %
DAM
1076
Draper Asset Management
New York
$31.4M -$2.86M -17,365 -8%
SAM
1077
SP Asset Management
California
$31.3M -$1.15M -7,002 -4%
LPT
1078
Legacy Private Trust
Wisconsin
$31.3M -$1.62M -9,808 -5%
MWM
1079
Modera Wealth Management
New Jersey
$31.2M +$2.36M +14,293 +8%
SAM
1080
Secure Asset Management
Michigan
$31.2M +$351K +2,126 +1%
WC
1081
Woodstock Corp
Massachusetts
$31.2M -$51K -309 -0.2%
LSV Asset Management
1082
LSV Asset Management
Illinois
$31.1M -$4.04M -24,500 -11%
WCMN
1083
Westchester Capital Management (Nebraska)
Nebraska
$31.1M -$544K -3,296 -2%
PR
1084
Payden & Rygel
California
$31.1M -$9.66M -58,600 -24%
SAM
1085
SignalPoint Asset Management
Missouri
$31M -$469K -2,842 -1%
SIG
1086
Sargent Investment Group
Maryland
$30.9M -$393K -2,366 -1%
OWA
1087
Octavia Wealth Advisors
Ohio
$30.9M -$228K -1,381 -0.7%
WA
1088
WP Advisors
California
$30.8M -$80K -485 -0.3%
ECU
1089
Eisler Capital (UK)
United Kingdom
$30.8M +$30.8M +186,900 New
GIA
1090
GHP Investment Advisors
Colorado
$30.8M +$137K +833 +0.4%
ST
1091
Smithfield Trust
Pennsylvania
$30.7M -$628K -3,811 -2%
MMG
1092
Monetary Management Group
Missouri
$30.7M -$218K -1,325 -0.7%
AFCM
1093
Applied Finance Capital Management
Puerto Rico
$30.7M +$4.79M +29,051 +19%
FFBTD
1094
First Financial Bank - Trust Division
Ohio
$30.6M -$773K -4,690 -2%
BWM
1095
Buckley Wealth Management
Nevada
$30.6M -$3.58M -21,736 -10%
TA
1096
TruWealth Advisors
Louisiana
$30.5M +$235K +1,423 +0.8%
CI
1097
Cigna Investments
Connecticut
$30.4M -$656K -3,977 -2%
LWM
1098
Liberty Wealth Management
California
$30.3M +$30.3M +187,242 New
CCM
1099
Campbell Capital Management
Florida
$30.2M
PTC
1100
Private Trust Company
Ohio
$30M +$2.24M +13,567 +8%