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 %
MIG
1476
McGuire Investment Group
Rhode Island
$19.6M -$89.7K -544 -0.5%
WPW
1477
Warther Private Wealth
Ohio
$19.6M +$8.08K +49 +0%
WPC
1478
Wedmont Private Capital
Pennsylvania
$19.6M +$4.95M +30,528 +34%
B
1479
Bellecapital
Switzerland
$19.5M +$764K +4,631 +4%
BHPW
1480
Beverly Hills Private Wealth
California
$19.5M +$5.32M +32,281 +38%
FA
1481
Financial Avengers
California
$19.5M -$38.4K -233 -0.2%
MWM
1482
Marietta Wealth Management
Georgia
$19.4M -$78.8K -478 -0.4%
ZB
1483
Zions Bancorporation
Utah
$19.4M -$6.64M -40,246 -25%
G
1484
GenTrust
Florida
$19.4M -$646K -3,919 -3%
BFW
1485
Brady Family Wealth
Missouri
$19.4M -$274K -1,662 -1%
LIM
1486
Lathrop Investment Management
Arkansas
$19.4M -$240K -1,454 -1%
BL
1487
Balentine LLC
Georgia
$19.4M +$982K +5,958 +5%
CS
1488
Comerica Securities
Michigan
$19.4M -$204K -1,236 -1%
TCM
1489
Tufton Capital Management
Maryland
$19.3M -$60.2K -365 -0.3%
TF
1490
Trek Financial
Arizona
$19.3M +$1.33M +8,087 +7%
SGA
1491
Strategic Global Advisors
California
$19.3M -$1.64M -9,966 -8%
SSI
1492
Scott & Selber Inc
Texas
$19.2M +$77.3K +469 +0.4%
CJL
1493
Cyrus J. Lawrence
New York
$19.2M +$815K +4,943 +4%
IAM
1494
Innovis Asset Management
Illinois
$19.2M -$724K -4,390 -4%
WCM
1495
Whitener Capital Management
North Carolina
$19.2M -$747K -4,533 -4%
FTC
1496
Farmers Trust Company
Ohio
$19.1M -$145K -882 -0.8%
PCA
1497
Peddock Capital Advisors
Massachusetts
$19.1M +$149K +901 +0.8%
EI
1498
Ellevest Inc
New York
$19.1M +$2.14M +12,962 +13%
GFS
1499
GYL Financial Synergies
Connecticut
$19.1M -$393K -2,381 -2%
JC
1500
JB Capital
Connecticut
$19.1M +$513K +3,111 +3%