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 %
MSAM
1451
Moloney Securities Asset Management
Missouri
$20.1M -$330K -2,003 -2%
BRA
1452
Biechele Royce Advisors
Indiana
$20.1M +$143K +870 +0.7%
PA
1453
Perennial Advisors
New York
$20.1M +$133K +804 +0.7%
CPRC
1454
Consolidated Portfolio Review Corp
New York
$20.1M +$20.1M +121,715 New
MIM
1455
Morningstar Investment Management
Illinois
$20M -$4.24M -25,731 -17%
NHC
1456
Nicholas Hoffman & Company
Georgia
$20M +$136K +824 +0.7%
PAMG
1457
Patton Albertson Miller Group
Tennessee
$20M -$130K -790 -0.6%
VAS
1458
Valicenti Advisory Services
New York
$20M -$400K -2,426 -2%
GAM
1459
Guinness Asset Management
United Kingdom
$20M +$22.9K +139 +0.1%
EP
1460
Eudaimonia Partners
Tennessee
$20M -$767K -4,650 -4%
SIM
1461
Stratos Investment Management
Ohio
$20M +$635K +3,852 +3%
CT
1462
Coastline Trust
Rhode Island
$19.9M -$1.04M -6,277 -5%
PT
1463
Plimoth Trust
Massachusetts
$19.9M -$383K -2,325 -2%
SAF
1464
Smith Anglin Financial
Texas
$19.9M +$396K +2,402 +2%
NL
1465
Navalign LLC
California
$19.9M +$73.1K +443 +0.4%
KWMG
1466
King Wealth Management Group
Florida
$19.8M +$22.3K +135 +0.1%
AGM
1467
Alpine Global Management
New York
$19.8M
RC
1468
RBF Capital
California
$19.8M
PMAM
1469
Picton Mahoney Asset Management
Ontario, Canada
$19.8M -$528K -3,200 -3%
BFA
1470
Benedict Financial Advisors
Georgia
$19.8M +$2.28M +13,820 +13%
SC
1471
Schubert & Co
Texas
$19.8M -$3.52M -21,334 -15%
M
1472
MOTCO
Texas
$19.7M -$203K -1,231 -1%
QC
1473
Quent Capital
New York
$19.7M -$458K -2,781 -2%
CPA
1474
Cardiff Park Advisors
California
$19.7M +$35.6K +216 +0.2%
LCAM
1475
London & Capital Asset Management
United Kingdom
$19.6M -$1.13M -6,836 -5%