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 %
LCM
1626
Liberty Capital Management
Michigan
$16.7M -$157K -953 -0.9%
NCM
1627
Nelson Capital Management
California
$16.7M +$205K +1,243 +1%
THWM
1628
Taylor Hoffman Wealth Management
Virginia
$16.7M +$297K +1,801 +2%
TFA
1629
Toth Financial Advisory
Virginia
$16.7M +$1.02M +6,183 +7%
MCP
1630
Mirador Capital Partners
California
$16.7M -$732K -4,439 -4%
RWB
1631
RMR Wealth Builders
New Jersey
$16.7M +$5.96M +36,116 +56%
PG
1632
Patten Group
Tennessee
$16.6M +$6.93K +42 +0%
CC
1633
Callan Capital
California
$16.6M -$142K -861 -0.8%
RLIM
1634
Red Lighthouse Investment Management
New York
$16.6M -$66.6K -404 -0.4%
RWP
1635
Ridgecrest Wealth Partners
California
$16.5M +$22.6K +137 +0.1%
BB
1636
Berkshire Bank
Massachusetts
$16.5M -$551K -3,342 -3%
HWM
1637
HFR Wealth Management
New York
$16.5M -$109K -659 -0.7%
MA
1638
MJP Associates
Connecticut
$16.5M +$945K +5,731 +6%
OCM
1639
Ogborne Capital Management
California
$16.5M +$16.5M +100,000 New
LG
1640
Leuthold Group
Minnesota
$16.5M -$338K -2,047 -2%
HC
1641
Hendley & Co
Ohio
$16.5M -$1.15M -6,975 -7%
GIA
1642
Guyasuta Investment Advisors
Pennsylvania
$16.5M -$443K -2,685 -3%
RWM
1643
Rench Wealth Management
Texas
$16.4M -$1.29M -7,834 -7%
FWM
1644
Focused Wealth Management
New York
$16.4M +$97.3K +590 +0.6%
CCMW
1645
Cypress Capital Management (Wyoming)
Wyoming
$16.4M -$17.2K -104 -0.1%
MWM
1646
Merriman Wealth Management
Washington
$16.4M +$247K +1,496 +2%
WIA
1647
Westbourne Investment Advisors
Maryland
$16.3M -$876K -5,315 -5%
PL
1648
Plancorp LLC
Missouri
$16.3M +$2.05M +12,416 +14%
JCM
1649
Jacobi Capital Management
Pennsylvania
$16.2M +$166K +1,008 +1%
GAM
1650
Grandview Asset Management
Pennsylvania
$16.2M -$545K -3,308 -3%