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 %
VWM
1126
Venturi Wealth Management
Texas
$29.3M -$106K -642 -0.4%
KWA
1127
KCS Wealth Advisory
California
$29.2M +$216K +1,308 +0.7%
WP
1128
WealthSource Partners
California
$29.2M -$2.02M -12,271 -6%
HAIM
1129
Hunter Associates Investment Management
Pennsylvania
$29.1M -$484K -2,934 -2%
WA
1130
Waverly Advisors
Alabama
$29.1M +$5.22M +31,684 +22%
CAL
1131
Capital Analysts LLC
Pennsylvania
$29.1M -$708K -4,296 -2%
WP
1132
Westmount Partners
California
$29.1M +$875K +5,309 +3%
CAM
1133
Close Asset Management
United Kingdom
$29M -$1.29M -7,826 -4%
TW
1134
TrinityPoint Wealth
Connecticut
$29M -$98.3K -596 -0.3%
WPC
1135
Waters Parkerson & Co
Louisiana
$28.9M +$131K +794 +0.5%
GBT
1136
Grove Bank & Trust
Florida
$28.9M -$2.67M -16,211 -8%
BFG
1137
Berger Financial Group
Minnesota
$28.9M +$603K +3,658 +2%
AF
1138
Alerus Financial
North Dakota
$28.9M -$681K -4,128 -2%
MIP
1139
Marietta Investment Partners
Wisconsin
$28.9M -$396K -2,400 -1%
KFS
1140
Kurt F. Somerville
$28.9M -$317K -1,923 -1%
LCS
1141
Levin Capital Strategies
New York
$28.8M -$48K -291 -0.2%
RIA
1142
Realta Investment Advisors
Delaware
$28.8M -$1.19M -7,230 -4%
WPA
1143
Winning Points Advisors
Florida
$28.8M
AAM
1144
Azzad Asset Management
Virginia
$28.7M +$55.6K +337 +0.2%
PIM
1145
Penobscot Investment Management
Massachusetts
$28.7M -$283K -1,714 -1%
CAG
1146
Csenge Advisory Group
Florida
$28.6M -$449K -2,721 -2%
RCP
1147
Rothschild Capital Partners
New York
$28.6M +$11.2K +68 +0%
NGA
1148
Naples Global Advisors
Florida
$28.6M -$1.06M -6,423 -4%
VNA
1149
Valley National Advisers
Pennsylvania
$28.6M -$108K -655 -0.4%
TAM
1150
Trust Asset Management
Texas
$28.5M -$219K -1,329 -0.8%