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 %
FG
1326
Foster Group
Iowa
$23M +$509K +3,088 +2%
SXL
1327
Summit X LLC
Missouri
$23M -$130K -790 -0.6%
UH
1328
Unigestion Holding
Switzerland
$23M -$5.14M -31,675 -18%
MCWS
1329
McKinley Carter Wealth Services
West Virginia
$22.9M -$596K -3,616 -3%
BA
1330
Bridgewater Advisors
New York
$22.9M -$332K -2,016 -1%
CA
1331
Cornerstone Advisory
Maryland
$22.8M -$497K -3,012 -2%
CWS
1332
Confluence Wealth Services
Pennsylvania
$22.8M +$394K +2,389 +2%
BMO
1333
Beck Mack & Oliver
New York
$22.8M -$116K -703 -0.5%
CT
1334
Colonial Trust
South Carolina
$22.8M +$951K +5,769 +4%
CG
1335
CFO4Life Group
Texas
$22.8M -$169K -1,024 -0.7%
KHLMVGHM
1336
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$22.7M
WAS
1337
Winch Advisory Services
Wisconsin
$22.7M -$288K -1,747 -1%
LA
1338
LVW Advisors
New York
$22.7M -$674K -4,086 -3%
HRC
1339
Hoertkorn Richard Charles
$22.7M -$101K -612 -0.4%
PRA
1340
Pine Ridge Advisers
New York
$22.7M
MWM
1341
Madison Wealth Management
Ohio
$22.6M -$329K -1,997 -1%
MSFS
1342
Main Street Financial Solutions
Pennsylvania
$22.6M +$81.6K +495 +0.4%
RIA
1343
Regal Investment Advisors
Michigan
$22.6M -$343K -2,079 -1%
BP
1344
BBR Partners
New York
$22.6M -$430K -2,609 -2%
VV
1345
Verity & Verity
South Carolina
$22.6M +$461K +2,798 +2%
EWA
1346
EverSource Wealth Advisors
Alabama
$22.5M +$3.25M +19,700 +17%
BWA
1347
BDO Wealth Advisors
Florida
$22.5M -$3.02M -18,308 -12%
GWSG
1348
GPS Wealth Strategies Group
Colorado
$22.5M -$920K -5,580 -4%
FC
1349
Fulcrum Capital
Washington
$22.5M -$1.65M -10,009 -7%
NI
1350
Noked Israel
Israel
$22.5M -$16.7M -101,000 -43%