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 %
AP
1176
Americana Partners
Texas
$27.7M -$60.5K -367 -0.2%
SAM
1177
Smithbridge Asset Management
Pennsylvania
$27.6M -$323K -1,957 -1%
MBTD
1178
Mechanics Bank - Trust Department
California
$27.5M -$1.87M -11,369 -6%
CIS
1179
Capital International Sarl
California
$27.5M +$18M +109,065 +189%
CFA
1180
Capstone Financial Advisors
Illinois
$27.5M -$329K -1,996 -1%
PJSIMP
1181
P.J. Schmidt Investment Management (PJS)
Wisconsin
$27.4M -$131K -779 -0.5%
GI
1182
GAMCO Investors
Connecticut
$27.4M -$1.03M -6,267 -4%
ANBT
1183
American National Bank & Trust
Texas
$27.4M +$2.1M +12,759 +8%
KAM
1184
Knightsbridge Asset Management
California
$27.3M +$402K +2,438 +1%
CWM
1185
Cabot Wealth Management
Massachusetts
$27.3M -$347K -2,105 -1%
ECG
1186
Edge Capital Group
Georgia
$27.3M +$6.41M +38,867 +31%
TPWA
1187
TRUE Private Wealth Advisors
Oregon
$27.3M -$459K -2,783 -2%
VA
1188
Valmark Advisers
Ohio
$27.3M +$593K +3,598 +2%
CA
1189
Continuum Advisory
Idaho
$27.3M -$286K -2,035 -1%
IG
1190
Ithaka Group
Virginia
$27.2M -$32M -194,319 -54%
HR
1191
Howe & Rusling
New York
$27.2M -$1.59M -9,656 -6%
WAG
1192
Winthrop Advisory Group
Massachusetts
$27.2M -$250K -1,517 -0.9%
JFGIW
1193
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27M +$3.37M +20,435 +14%
CCB
1194
Country Club Bank
Missouri
$26.9M +$668K +4,116 +3%
FM
1195
Freemont Management
Switzerland
$26.9M
ACM
1196
Aquatic Capital Management
Illinois
$26.9M -$2.82M -17,100 -9%
FNBTCON
1197
First National Bank & Trust Co of Newtown
Pennsylvania
$26.9M -$177K -1,072 -0.7%
GLA
1198
Good Life Advisors
Pennsylvania
$26.9M -$1.76M -10,694 -6%
HT
1199
HighTower Trust
Texas
$26.9M -$54.9K -370 -0.2%
AG
1200
Ascent Group
Virginia
$26.8M +$1.6M +9,682 +6%