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 %
FRA
1301
Front Row Advisors
California
$23.8M -$277K -1,681 -1%
RWS
1302
Resolute Wealth Strategies
Mississippi
$23.8M +$23.8M +144,562 New
CI
1303
CX Institutional
Indiana
$23.8M +$9.91M +59,742 +71%
LWANC
1304
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.8M +$379K +2,296 +2%
MCC
1305
Money Concepts Capital
Florida
$23.8M -$27.5M -166,403 -54%
FWP
1306
FAS Wealth Partners
Kansas
$23.7M +$835K +5,066 +4%
CT
1307
Chicago Trust
Illinois
$23.6M -$480K -2,912 -2%
LPAM
1308
Lodestar Private Asset Management
California
$23.6M -$515K -3,124 -2%
NAM
1309
NTV Asset Management
West Virginia
$23.6M -$69.9K -424 -0.3%
PTB
1310
Pioneer Trust Bank
Oregon
$23.6M -$279K -1,690 -1%
ICP
1311
Ironvine Capital Partners
Nebraska
$23.5M +$9.73K +59 +0%
ACM
1312
Ardent Capital Management
Ohio
$23.5M -$141K -854 -0.6%
BA
1313
Ballast Advisors
Minnesota
$23.5M +$462K +2,802 +2%
NHT
1314
New Hampshire Trust
New Hampshire
$23.5M -$955K -5,794 -4%
NNPTE
1315
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$23.5M +$23.5M +142,290 New
CW
1316
CIC Wealth
Maryland
$23.4M -$230K -1,393 -1%
AHB
1317
Abner Herrman & Brock
New Jersey
$23.4M +$46.8K +284 +0.2%
PNAA
1318
Pictet North America Advisors
Switzerland
$23.4M -$4.78M -29,013 -17%
CFG
1319
Cooper Financial Group
California
$23.4M +$839K +5,087 +4%
SAM
1320
Selway Asset Management
$23.4M -$258K -1,562 -1%
SCA
1321
Sander Capital Advisors
Washington
$23.3M +$171K +1,035 +0.7%
SFG
1322
Sowa Financial Group
Rhode Island
$23.2M -$397K -2,408 -2%
AP
1323
Atwood & Palmer
Missouri
$23.2M -$217K -1,313 -0.9%
LBA
1324
Lowell Blake & Associates
Massachusetts
$23.1M -$940K -5,699 -4%
WBC
1325
West Branch Capital
Massachusetts
$23.1M +$519K +3,145 +2%