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 %
SB
1251
Strategic Blueprint
Georgia
$25.2M +$320K +1,942 +1%
FMTC
1252
Farmers & Merchants Trust Company
California
$25.2M -$1.6M -9,673 -6%
HVIA
1253
Hudson Valley Investment Advisors
New York
$25.2M +$1.63M +9,888 +7%
HWM
1254
Hemington Wealth Management
Virginia
$25.1M -$80.5K -488 -0.3%
JAM
1255
JCIC Asset Management
Ontario, Canada
$25.1M +$47.3K +287 +0.2%
AGA
1256
Accuvest Global Advisors
Utah
$25.1M +$18.2M +110,423 +265%
XF
1257
XML Financial
Maryland
$25M -$714K -4,328 -3%
WCF
1258
West Coast Financial
California
$25M -$144K -874 -0.6%
OA
1259
Oxbow Advisors
Texas
$24.9M -$83.9K -509 -0.3%
SWK
1260
Stephen W. Kidder
$24.9M -$305K -1,850 -1%
FHB
1261
First Hawaiian Bank
Hawaii
$24.9M -$923K -5,595 -4%
NAS
1262
Nicolet Advisory Services
Wisconsin
$24.9M +$9.08M +55,131 +57%
TB
1263
Terril Brothers
Missouri
$24.9M -$16.5K -100 -0.1%
RP
1264
Rowlandmiller & Partners
Georgia
$24.8M -$246K -1,490 -1%
SAM
1265
Sompo Asset Management
Japan
$24.8M +$2.29M +13,860 +10%
MAM
1266
Mark Asset Management
New York
$24.7M -$252K -1,530 -1%
SMC
1267
Smith, Moore & Co
Missouri
$24.7M +$65.3K +396 +0.3%
QPWM
1268
Quadrant Private Wealth Management
Pennsylvania
$24.6M +$65.5K +397 +0.3%
CIA
1269
CCM Investment Advisers
South Carolina
$24.6M +$757K +4,590 +3%
CNBT
1270
Canandaigua National Bank & Trust
New York
$24.6M +$24.6M +149,207 New
BSI
1271
Bennett Selby Investments
Maine
$24.6M -$202K -1,222 -0.8%
SGI
1272
Summit Global Investments
Utah
$24.5M -$910K -5,518 -4%
GWS
1273
Glassman Wealth Services
Virginia
$24.5M -$2.48M -15,045 -9%
FA
1274
Fiduciary Alliance
South Carolina
$24.5M +$563K +3,416 +2%
MCA
1275
Martin Capital Advisors
Texas
$24.5M -$722K -4,380 -3%