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 %
BMWM
1501
Brown Miller Wealth Management
Virginia
$19.1M -$36.4K -221 -0.2%
AAA
1502
Adams Asset Advisors
Texas
$19.1M
EP
1503
Edgestream Partners
New Jersey
$19M +$3.66M +22,166 +24%
BTI
1504
Blue Trust Inc
Georgia
$19M -$1.81M -13,920 -9%
WIC
1505
Willis Investment Counsel
Georgia
$19M +$257K +1,560 +1%
RPWA
1506
Regent Peak Wealth Advisors
Georgia
$18.9M -$183K -1,111 -1%
SC
1507
Slow Capital
California
$18.9M -$1.02M -6,161 -5%
PFA
1508
Pinnacle Family Advisors
Missouri
$18.9M -$268K -1,626 -1%
MWA
1509
Meridian Wealth Advisors
Texas
$18.9M -$98.4K -597 -0.5%
EF
1510
Empowered Funds
Pennsylvania
$18.8M +$18.8M +114,247 New
OMC
1511
Overbrook Management Corp
New York
$18.8M -$979K -5,938 -5%
GC
1512
Garde Capital
Washington
$18.8M +$1.82M +11,031 +11%
CA
1513
Claro Advisors
Massachusetts
$18.8M +$1.47M +8,917 +8%
9WM
1514
9258 Wealth Management
Ohio
$18.7M +$58.4K +354 +0.3%
FIB
1515
First Interstate Bank
Montana
$18.7M -$647K -3,925 -3%
RWM
1516
RKL Wealth Management
Pennsylvania
$18.6M +$164K +995 +0.9%
HIP
1517
Harrell Investment Partners
Texas
$18.6M +$749K +4,658 +4%
CWM
1518
CMH Wealth Management
New Hampshire
$18.6M -$1.6M -9,685 -8%
SAM
1519
Security Asset Management
New York
$18.6M -$216K -1,307 -1%
RZH
1520
Relyea Zuckerberg Hanson
Connecticut
$18.6M +$5.01M +30,379 +37%
SM
1521
STF Management
Texas
$18.5M +$7.64M +46,342 +70%
BCM
1522
Buckhead Capital Management
Georgia
$18.4M +$16.7K +101 +0.1%
BMCM
1523
Bryn Mawr Capital Management
Pennsylvania
$18.4M +$657K +3,982 +4%
CFD
1524
Creative Financial Designs
Indiana
$18.4M +$574K +3,483 +3%
HIC
1525
Harbor Island Capital
Massachusetts
$18.4M