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 %
IB
1226
Intrust Bank
Kansas
$26.1M +$1.8M +10,922 +7%
SVCP
1227
Silicon Valley Capital Partners
California
$26M -$1.42M -8,587 -5%
Harris Associates
1228
Harris Associates
Illinois
$26M -$148K -900 -0.6%
PCM
1229
Princeton Capital Management
New Jersey
$26M -$1.74M -10,552 -6%
RA
1230
RFG Advisory
Alabama
$26M +$372K +2,257 +1%
CGIM
1231
Capital Group Investment Management
Singapore
$25.9M -$12.6M -76,399 -33%
GIM
1232
Goelzer Investment Management
Indiana
$25.9M -$2.86M -17,357 -10%
BC
1233
Belmont Capital
California
$25.9M -$4.15M -25,140 -14%
APP
1234
Avantax Planning Partners
Iowa
$25.8M -$218K -1,320 -0.8%
MMPW
1235
Mitchell McLeod Pugh & Williams
Alabama
$25.8M +$80.5K +488 +0.3%
WSCM
1236
Wellington Shields Capital Management
New York
$25.7M +$2.68M +33,314 +12%
HBT
1237
Hills Bank & Trust
Iowa
$25.7M +$246K +1,494 +1%
GCA
1238
Greenwood Capital Associates
South Carolina
$25.6M +$25.6M +155,387 New
DLCIG
1239
D.L. Carlson Investment Group
New Hampshire
$25.6M -$3.07M -18,625 -11%
CWG
1240
Cornerstone Wealth Group
North Carolina
$25.5M -$654K -3,968 -3%
BCMO
1241
Buckingham Capital Management (Ohio)
Ohio
$25.5M +$350K +2,121 +1%
NFGCM
1242
Norman Fields Gottscho Capital Management
New York
$25.4M -$301K -1,827 -1%
ACA
1243
Anchor Capital Advisors
Massachusetts
$25.4M -$5.13M -31,127 -17%
MIM
1244
Manitou Investment Management
Ontario, Canada
$25.4M -$260K -1,578 -1%
QI
1245
Qtron Investments
Massachusetts
$25.4M -$352K -2,136 -1%
JIR
1246
James Investment Research
Ohio
$25.4M -$453K -2,746 -2%
MPI
1247
Mairs & Power Inc
Minnesota
$25.4M +$2.81M +17,036 +12%
GFA
1248
Gifford Fong Associates
California
$25.3M -$16.9M -102,330 -40%
VAS
1249
Vestmark Advisory Solutions
Massachusetts
$25.3M +$202K +1,226 +0.8%
HCM
1250
Hollencrest Capital Management
California
$25.2M +$8.16M +49,502 +48%