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 %
HCM
1551
Horiko Capital Management
New York
$17.9M +$5.87M +35,581 +49%
MC
1552
Montag & Caldwell
Georgia
$17.9M -$219K -1,331 -1%
WMSA
1553
Weiss Multi-Strategy Advisers
New York
$17.9M +$14.6M +88,836 +454%
FCP
1554
Fidelis Capital Partners
Florida
$17.8M +$6.43M +37,048 +56%
IA
1555
Insight Advisors
Pennsylvania
$17.8M -$993K -6,024 -5%
CBT
1556
Central Bank & Trust
Kentucky
$17.8M +$530K +3,214 +3%
WF
1557
WoodTrust Financial
Wisconsin
$17.8M -$50.5K -306 -0.3%
TWA
1558
TCI Wealth Advisors
Arizona
$17.8M +$484K +2,938 +3%
SCM
1559
Stonebridge Capital Management
California
$17.8M -$223K -1,351 -1%
IWA
1560
IBEX Wealth Advisors
New Jersey
$17.8M -$241K -1,464 -1%
JWM
1561
Jeppson Wealth Management
California
$17.8M -$499K -3,027 -3%
DA
1562
DCM Advisors
New York
$17.7M -$300K -1,819 -2%
NAMM
1563
NorthStar Asset Management (Massachusetts)
Massachusetts
$17.7M +$395K +2,398 +2%
RRCM
1564
Rappaport Reiches Capital Management
Illinois
$17.7M +$173K +1,052 +1%
MCG
1565
McCollum Christoferson Group
New York
$17.7M -$532K -3,227 -3%
CGA
1566
Crescent Grove Advisors
Illinois
$17.7M -$360K -2,185 -2%
IIM
1567
Ipswich Investment Management
Massachusetts
$17.6M -$238K -1,441 -1%
1WA
1568
180 Wealth Advisors
Washington
$17.6M -$188K -1,140 -1%
BW
1569
Bison Wealth
Georgia
$17.6M -$325K -1,872 -2%
AA
1570
Aire Advisors
California
$17.6M +$511K +3,101 +3%
DCM
1571
Decatur Capital Management
Georgia
$17.5M -$3.29M -19,976 -16%
BWL
1572
Bogart Wealth LLC
Virginia
$17.5M +$982K +5,953 +6%
RCG
1573
Regatta Capital Group
California
$17.5M
ALAM
1574
Asahi Life Asset Management
Japan
$17.5M -$185K -1,121 -1%
KFI
1575
Key Financial Inc
Pennsylvania
$17.5M +$658K +3,991 +4%