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 %
CWM
1426
Concentrum Wealth Management
California
$20.9M -$383K -2,321 -2%
TPCW
1427
TD Private Client Wealth
New York
$20.8M +$47.7K +289 +0.2%
GFP
1428
Gryphon Financial Partners
Ohio
$20.8M -$76.7K -465 -0.4%
B
1429
Bensler
Washington
$20.7M +$434K +2,634 +2%
BP
1430
Broadleaf Partners
Ohio
$20.7M +$369K +2,235 +2%
LT
1431
Legacy Trust
Michigan
$20.7M +$22.1K +134 +0.1%
PTP
1432
Platform Technology Partners
New York
$20.6M +$79.5K +482 +0.4%
LB
1433
Leo Brokerage
Texas
$20.6M +$20.6M +125,013 New
AFG
1434
AFS Financial Group
Maryland
$20.6M +$164K +994 +0.8%
QPW
1435
Quantum Private Wealth
Florida
$20.5M -$166K -1,008 -0.8%
TWM
1436
Tradition Wealth Management
Minnesota
$20.5M +$5.66M +34,329 +38%
WAM
1437
Wallington Asset Management
Indiana
$20.4M -$19.5K -118 -0.1%
TCA
1438
Trifecta Capital Advisors
Illinois
$20.4M +$431K +2,613 +2%
SWM
1439
Stockman Wealth Management
Montana
$20.4M -$628K -3,808 -3%
AFAS
1440
Acorn Financial Advisory Services
Virginia
$20.4M -$50.1K -304 -0.2%
WCA
1441
Westover Capital Advisors
Delaware
$20.4M -$97K -588 -0.5%
CWA
1442
Clarity Wealth Advisors
California
$20.4M -$517K -3,134 -2%
BCB
1443
Brian C. Broderick
$20.4M -$187K -1,134 -0.9%
HFS
1444
Haverford Financial Services
Pennsylvania
$20.3M -$1.95M -11,851 -9%
TCM
1445
Thames Capital Management
New Jersey
$20.2M -$9.78M -59,299 -33%
WTFG
1446
Wells Trecaso Financial Group
Ohio
$20.2M +$102K +619 +0.5%
AC
1447
Arjuna Capital
North Carolina
$20.2M -$2.56M -15,539 -11%
CAM
1448
Cypress Asset Management
Texas
$20.1M -$266K -1,614 -1%
WP
1449
Waycross Partners
Kentucky
$20.1M +$3.08M +18,708 +18%
HW
1450
Hamilton Wealth
California
$20.1M +$2.52M +15,278 +14%