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 %
RWA
1101
River Wealth Advisors
Pennsylvania
$30M -$1.08M -6,570 -3%
LMKC
1102
L.M. Kohn & Company
Ohio
$30M +$495 +3 +0%
LW
1103
Linscomb Wealth
Texas
$29.9M -$2.05M -12,419 -6%
VLKIM
1104
Van Lanschot Kempen Investment Management
Netherlands
$29.8M -$8.51M -51,611 -22%
CIAS
1105
Capital Investment Advisory Services
North Carolina
$29.8M -$1.09M -6,638 -4%
FMAEN1
1106
Fund Management at Engine No 1
California
$29.7M +$2.6M +15,769 +10%
KA
1107
Kovack Advisors
Florida
$29.7M -$1.51M -9,180 -5%
DBG
1108
De Burlo Group
Massachusetts
$29.7M -$9.3M -56,407 -24%
TTWM
1109
TCV Trust & Wealth Management
Virginia
$29.7M -$483K -2,927 -2%
PVI
1110
Pine Valley Investments
New Jersey
$29.7M +$29.7M +181,030 New
NSLI
1111
Nan Shan Life Insurance
Taiwan
$29.7M -$61.7M -374,381 -68%
BOH
1112
Bank of Hawaii
Hawaii
$29.7M -$1.04M -6,304 -3%
JAG
1113
Journey Advisory Group
Kentucky
$29.7M -$262K -1,588 -0.9%
ZF
1114
Zhang Financial
Michigan
$29.7M +$465K +2,817 +2%
GA
1115
GFS Advisors
Texas
$29.6M -$786K -4,766 -3%
SCA
1116
Sage Capital Advisors
South Dakota
$29.6M -$102K -621 -0.3%
BBA
1117
Baader Bank Aktiengesellschaft
Germany
$29.6M +$6.1M +37,215 +26%
GGI
1118
Godsey & Gibb Inc
Virginia
$29.6M +$29.6M +179,533 New
OWA
1119
One Wealth Advisors
California
$29.6M -$562K -3,406 -2%
WIC
1120
Woodmont Investment Counsel
Tennessee
$29.5M -$3.27M -19,850 -10%
C
1121
Certuity
Florida
$29.5M +$274K +1,664 +0.9%
GL
1122
Graypoint LLC
New York
$29.4M -$1.96M -11,857 -6%
FMWA
1123
Forvis Mazars Wealth Advisors
Missouri
$29.4M +$1.2M +7,261 +4%
GWP
1124
Gateway Wealth Partners
Wisconsin
$29.4M +$108K +657 +0.4%
KJWM
1125
Kiley Juergens Wealth Management
Washington
$29.3M -$17K -103 -0.1%