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 %
SMA
1601
Sage Mountain Advisors
Georgia
$17.2M +$11.4M +68,901 +195%
BL
1602
BFSG LLC
California
$17.2M +$127K +772 +0.7%
AM
1603
Atwater Malick
Pennsylvania
$17.1M +$183K +1,108 +1%
SEEDPG
1604
S.E.E.D. Planning Group
New York
$17.1M +$1.61M +9,765 +10%
SCM
1605
Sterneck Capital Management
Missouri
$17.1M -$65.8K -399 -0.4%
IC
1606
Inscription Capital
Texas
$17.1M -$78.8K -478 -0.5%
WIS
1607
Wright Investors Service
Connecticut
$17.1M -$1.06M -6,416 -6%
GCA
1608
Gradient Capital Advisors
California
$17M -$216K -1,308 -1%
JEST
1609
JTC Employer Solutions Trustee
Jersey
$17M -$266K -1,611 -2%
EIP
1610
Ellis Investment Partners
Pennsylvania
$17M -$143K -867 -0.8%
ADL
1611
Asset Dedication LLC
California
$17M +$410K +2,493 +2%
AIA
1612
AIMZ Investment Advisors
California
$17M -$165K -1,003 -1%
GD
1613
Grandfield & Dodd
New York
$17M +$76.2K +462 +0.5%
CAM
1614
Covenant Asset Management
New Jersey
$17M -$4.18M -25,345 -20%
PCMK
1615
Paragon Capital Management (Kansas)
Kansas
$16.9M -$350K -2,120 -2%
MFA
1616
Mayflower Financial Advisors
Massachusetts
$16.9M +$295K +1,868 +2%
PMG
1617
ProVise Management Group
Florida
$16.9M -$87.4K -530 -0.5%
WC
1618
Weil Company
California
$16.9M +$16.7K +101 +0.1%
FFG
1619
Frisch Financial Group
New York
$16.8M -$141K -853 -0.8%
DEA
1620
DoubleLine ETF Adviser
Florida
$16.8M +$2.47M +14,999 +17%
FDS
1621
First Dallas Securities
Texas
$16.8M -$229K -1,389 -1%
MSS
1622
Mitchell Sinkler & Starr
Pennsylvania
$16.8M -$37.1K -225 -0.2%
PWM
1623
Paulson Wealth Management
Illinois
$16.8M -$47.3K -287 -0.3%
PMFA
1624
Plante Moran Financial Advisors
Michigan
$16.8M -$757K -4,589 -4%
AMG
1625
Asset Management Group
Connecticut
$16.8M +$39.1K +237 +0.2%