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 %
HIC
1701
Holderness Investments Company
North Carolina
$15.5M -$49.3K -299 -0.3%
TLCM
1702
Twin Lakes Capital Management
California
$15.5M -$13.2K -80 -0.1%
W
1703
WealthOne
New York
$15.5M +$887K +5,380 +6%
TCOO
1704
Trust Company of Oklahoma
Oklahoma
$15.5M -$1.07M -6,492 -6%
HCA
1705
Horan Capital Advisors
Ohio
$15.5M +$236K +1,433 +2%
OWP
1706
Obermeyer Wealth Partners
Colorado
$15.5M -$2.46M -14,935 -14%
AFP
1707
Ausdal Financial Partners
Iowa
$15.5M -$894K -5,422 -5%
EIM
1708
Essex Investment Management
Massachusetts
$15.4M -$1.81M -10,959 -10%
SIC
1709
SFE Investment Counsel
California
$15.4M -$583K -3,457 -4%
GIM
1710
Guardian Investment Management
California
$15.4M +$1.56M +13,373 +11%
LBC
1711
Lawrence B. Cohen
$15.4M -$4.62M -28,027 -23%
LCGC
1712
Legacy Capital Group California
California
$15.4M +$15.4M +93,235 New
IGWM
1713
ICA Group Wealth Management
Colorado
$15.4M -$13.7K -83 -0.1%
WA
1714
WealthTrust Axiom
Pennsylvania
$15.3M +$122K +739 +0.8%
CWM
1715
Circle Wealth Management
New Jersey
$15.2M -$176K -1,067 -1%
UWM
1716
Udine Wealth Management
Florida
$15.2M -$77.2K -468 -0.5%
NCM
1717
Neumann Capital Management
California
$15.2M -$631K -3,825 -4%
ZIG
1718
Zuckerman Investment Group
Illinois
$15.2M +$48K +291 +0.3%
UCMOK
1719
United Capital Management of KS
Kansas
$15.1M +$637K +3,865 +4%
PWPS
1720
Pinnacle Wealth Planning Services
Ohio
$15.1M -$361K -2,192 -2%
BCM
1721
Banyan Capital Management
Georgia
$15.1M -$224K -1,356 -1%
BWP
1722
Balboa Wealth Partners
Arizona
$15.1M -$1.29M -7,793 -8%
MAM
1723
Montchanin Asset Management
Delaware
$15.1M -$442K -2,681 -3%
JHCP
1724
Jackson Hole Capital Partners
Oklahoma
$15M +$2.84M +17,224 +23%
SCM
1725
SOL Capital Management
Maryland
$15M -$1.72M -10,444 -10%