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 %
HA
1276
Harbor Advisors
Florida
$24.5M
SIA
1277
Soltis Investment Advisors
Utah
$24.5M +$4.73M +28,665 +24%
AMM
1278
American Money Management
California
$24.4M +$4.62K +28 +0%
VAM
1279
Vontobel Asset Management
New York
$24.4M +$4.3M +26,079 +21%
PP
1280
PDS Planning
Ohio
$24.4M +$3.24M +19,635 +15%
SWM
1281
Segment Wealth Management
Texas
$24.4M -$182K -1,103 -0.7%
NIM
1282
Nicollet Investment Management
Minnesota
$24.4M -$1.9M -11,516 -7%
WPP
1283
Whalerock Point Partners
Rhode Island
$24.3M +$136K +824 +0.6%
NP
1284
Nilsine Partners
Colorado
$24.3M +$24.3M +147,425 New
CI
1285
Conning Inc
Connecticut
$24.3M -$1.5M -9,103 -6%
SFG
1286
SevenBridge Financial Group
Pennsylvania
$24.3M -$36.1K -219 -0.1%
TCBWMS
1287
Texas Capital Bank Wealth Management Services
Texas
$24.2M +$141K +853 +0.6%
HKIM
1288
Hayek Kallen Investment Management
Alabama
$24.2M -$546K -3,310 -2%
BWA
1289
Bordeaux Wealth Advisors
California
$24.2M -$212K -1,284 -0.9%
SWIG
1290
Strategic Wealth Investment Group
Kentucky
$24.2M +$4.09M +24,813 +20%
CAM
1291
Centre Asset Management
New York
$24.1M +$1.21M +7,340 +5%
AWP
1292
Ascent Wealth Partners
New York
$24.1M +$306K +1,859 +1%
CHC
1293
City Holding Co
West Virginia
$24.1M -$1.19M -7,223 -5%
RCAG
1294
Rehmann Capital Advisory Group
Michigan
$24M -$251K -1,525 -1%
UAS
1295
United Asset Strategies
New York
$24M +$33.6K +204 +0.1%
MAA
1296
Matrix Asset Advisors
New York
$24M +$1.39M +8,421 +6%
CWM
1297
Chemistry Wealth Management
New York
$24M -$243K -1,475 -1%
CIA
1298
Covington Investment Advisors
Pennsylvania
$24M -$1.48M -8,963 -6%
BWM
1299
BerganKDV Wealth Management
Minnesota
$23.9M +$53.3K +323 +0.2%
JWM
1300
Jessup Wealth Management
Ohio
$23.9M +$2.19M +13,287 +10%