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 %
S
1526
SimplyRich
California
$18.4M -$75.7K -459 -0.4%
ST
1527
Sentinel Trust
Texas
$18.4M +$9.2M +55,766 +100%
PWMG
1528
Prestige Wealth Management Group
New Jersey
$18.3M -$3.09M -18,709 -14%
SLWA
1529
San Luis Wealth Advisors
California
$18.3M +$18.3M +111,040 New
WSC
1530
Wellington Shields & Co
New York
$18.3M +$507K +3,076 +3%
OHIS
1531
Oak Harvest Investment Services
Texas
$18.3M +$130K +786 +0.7%
CWP
1532
Cyndeo Wealth Partners
Florida
$18.3M -$2.27M -13,769 -11%
HPIA
1533
Hamilton Point Investment Advisors
North Carolina
$18.2M +$564K +3,422 +3%
BBNA
1534
Bremer Bank National Association
Minnesota
$18.2M -$847K -5,139 -4%
MFG
1535
Magnus Financial Group
New York
$18.2M -$239K -1,452 -1%
CD
1536
Chapin Davis
Maryland
$18.1M -$350K -2,121 -2%
CCT
1537
Capital City Trust
Florida
$18.1M +$311K +1,887 +2%
PIMJS
1538
PKO Investment Management Joint-Stock
Poland
$18.1M -$5.77M -35,000 -24%
AFG
1539
Atomi Financial Group
New York
$18.1M +$18.1M +109,892 New
SAM
1540
Sabadell Asset Management
Spain
$18.1M -$107K -654 -0.6%
PSP
1541
Principal Street Partners
Tennessee
$18.1M -$152K -921 -0.8%
BOPW
1542
Brandywine Oak Private Wealth
Pennsylvania
$18.1M -$95.8K -581 -0.5%
PFBT
1543
Parkside Financial Bank & Trust
Missouri
$18M -$239K -1,450 -1%
VBFG
1544
Vishria Bird Financial Group
Tennessee
$18M -$172K -1,046 -0.9%
MC
1545
Miramar Capital
Illinois
$18M -$266K -1,612 -1%
PCTC
1546
Perkins Coie Trust Company
Washington
$18M +$1.35M +8,203 +8%
GMF
1547
Grace & Mercy Foundation
New York
$18M
AC
1548
Asio Capital
Kentucky
$18M +$346K +2,100 +2%
CPIA
1549
Cornell Pochily Investment Advisors
New York
$18M +$292K +1,773 +2%
MW
1550
Marcum Wealth
Ohio
$18M -$143K -868 -0.8%