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 %
BIC
1401
Beach Investment Counsel
Pennsylvania
$21.3M -$1.19M -7,245 -5%
OFG
1402
Oxford Financial Group
Indiana
$21.3M +$691K +4,190 +3%
GGS
1403
Galvin Gaustad & Stein
Arizona
$21.3M -$404K -2,447 -2%
LSA
1404
L & S Advisors
California
$21.2M -$1.41M -8,527 -6%
PWW
1405
Pettyjohn Wood & White
Virginia
$21.2M -$432K -2,618 -2%
SC
1406
Searle & Co
Connecticut
$21.2M -$36.7K -216 -0.2%
AF
1407
Arrow Financial
New York
$21.2M -$352K -2,132 -2%
CCC
1408
Chelsea Counsel Company
California
$21.2M +$132K +799 +0.6%
IA
1409
IFG Advisory
Georgia
$21.2M -$2.33M -14,107 -10%
PL
1410
Parthenon LLC
Kentucky
$21.2M -$270K -1,640 -1%
IFWM
1411
Institute for Wealth Management
Colorado
$21.2M -$277K -1,681 -1%
MFG
1412
MidWestOne Financial Group
Iowa
$21.1M +$1.08M +6,541 +5%
CP
1413
Cumberland Partners
Ontario, Canada
$21.1M +$6.15M +37,314 +41%
PFA
1414
Pure Financial Advisors
California
$21.1M +$193K +1,169 +0.9%
RBC
1415
Romano Brothers & Co
Illinois
$21.1M -$78.2K -474 -0.4%
SAG
1416
SageView Advisory Group
California
$21M +$3.47M +21,027 +20%
AIM
1417
Arcadia Investment Management
Michigan
$21M -$1.38M -8,391 -6%
SCM
1418
Stevens Capital Management
Pennsylvania
$21M +$19M +115,484 +964%
WA
1419
Wealth Architects
California
$21M -$88.7K -538 -0.4%
SG
1420
Stonnington Group
California
$21M +$61.4K +371 +0.3%
SC
1421
Sepio Capital
Utah
$21M -$3.34M -20,264 -14%
SB
1422
Simmons Bank
Arkansas
$21M +$210K +1,275 +1%
HCM
1423
Harvey Capital Management
Florida
$20.9M -$211K -1,280 -1%
JWCA
1424
J.W. Coons Advisors
Ohio
$20.9M -$62.5K -379 -0.3%
TA
1425
Tiedemann Advisors
New York
$20.9M +$2.42M +14,661 +13%