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 %
KC
1201
Knuff & Co
California
$26.8M -$507K -3,077 -2%
SIAP
1202
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$26.8M +$1.18M +7,128 +5%
CCP
1203
Clarkston Capital Partners
Michigan
$26.8M -$1.46M -8,861 -5%
PA
1204
Procyon Advisors
Connecticut
$26.8M +$2.77M +16,798 +12%
SDWIA
1205
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$26.8M +$1.87M +11,320 +7%
WWM
1206
Westwood Wealth Management
California
$26.8M -$1.1M -6,689 -4%
SSA
1207
South Street Advisors
New York
$26.7M +$43K +261 +0.2%
SFM
1208
Signet Financial Management
New Jersey
$26.7M -$33K -200 -0.1%
B
1209
BetterWealth
California
$26.7M -$602K -3,651 -2%
AC
1210
Addenda Capital
Quebec, Canada
$26.7M -$621K -3,765 -2%
SHGA
1211
Sand Hill Global Advisors
California
$26.7M +$44.4K +269 +0.2%
DGAM
1212
Desjardins Global Asset Management
Quebec, Canada
$26.6M +$8.06M +48,906 +43%
PIP
1213
Peachtree Investment Partners
Florida
$26.6M -$81K -491 -0.3%
SCA
1214
STALEY CAPITAL ADVISERS
Pennsylvania
$26.6M +$1.12M +6,777 +4%
AMBIA
1215
Allen Mooney & Barnes Investment Advisors
Georgia
$26.6M +$154K +932 +0.6%
KCPG
1216
Kavar Capital Partners Group
Kansas
$26.5M -$229K -1,389 -0.9%
HCM
1217
Hutchinson Capital Management
California
$26.5M +$179K +1,085 +0.7%
CW
1218
CreativeOne Wealth
Kansas
$26.5M -$407K -2,467 -2%
HFM
1219
Harvest Fund Management
China
$26.5M +$142K +862 +0.5%
MF
1220
Montis Financial
Massachusetts
$26.4M -$4.03M -24,465 -13%
SFG
1221
SNS Financial Group
Minnesota
$26.4M -$840K -5,096 -3%
DWT
1222
Dorsey & Whitney Trust
South Dakota
$26.4M +$968K +5,870 +4%
GC
1223
GFG Capital
Florida
$26.3M +$390K +1,537 +2%
OAM
1224
Oak Asset Management
California
$26.2M -$506K -3,067 -2%
DAM
1225
Diamant Asset Management
Connecticut
$26.1M