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 %
FWTB
1351
First Western Trust Bank
Colorado
$22.5M +$7.09K +43 +0%
PAG
1352
Private Advisory Group
Washington
$22.4M -$5.59M -33,892 -20%
CAAS
1353
Capital Asset Advisory Services
Michigan
$22.4M +$936K +5,675 +4%
SWP
1354
Semus Wealth Partners
Florida
$22.4M -$96.5K -585 -0.4%
FCIM
1355
Fairview Capital Investment Management
California
$22.4M +$2.9M +17,604 +15%
IIC
1356
Ironwood Investment Counsel
Arizona
$22.4M -$9.89K -60 -0%
BMC
1357
Benin Management Corp
Connecticut
$22.4M +$50.5K +306 +0.2%
ZAM
1358
Zevin Asset Management
Massachusetts
$22.3M -$887K -5,377 -4%
DBT
1359
Dubuque Bank & Trust
Iowa
$22.3M -$430K -2,606 -2%
SF
1360
Summit Financial
New Jersey
$22.3M +$174K +1,054 +0.8%
AAM
1361
Augustine Asset Management
Florida
$22.3M -$79.2K -480 -0.4%
JWA
1362
JFS Wealth Advisors
Pennsylvania
$22.3M -$358K -2,168 -2%
CFGS
1363
Concourse Financial Group Securities
Alabama
$22.3M -$102K -656 -0.5%
HCM
1364
Hilton Capital Management
New York
$22.2M -$2.76M -21,252 -11%
TNBTD
1365
Trustmark National Bank Trust Department
Mississippi
$22.2M -$436K -2,641 -2%
UAM
1366
UAS Asset Management
New York
$22.2M -$14.5M -88,150 -40%
TNA
1367
True North Advisors
Texas
$22.1M -$95.5K -579 -0.4%
FBC
1368
Fairfield, Bush & Co
Connecticut
$22.1M +$17.5M +105,855 +379%
SP
1369
Symmetry Partners
Connecticut
$22.1M -$3.92M -23,775 -15%
PAM
1370
Peak Asset Management
Colorado
$22M +$80K +485 +0.4%
SACTSONJ
1371
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$22M
GJCM
1372
Grand Jean Capital Management
California
$22M +$74.7K +453 +0.3%
LFG
1373
Lazard Frères Gestion
France
$22M -$620K -4,495 -3%
MIM
1374
Martin Investment Management
Florida
$21.9M +$492K +2,985 +2%
P
1375
Pitcairn
Pennsylvania
$21.9M +$1.93M +11,724 +10%