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 %
PCH
1726
PGIM Custom Harvest
New Jersey
$15M -$137K -831 -0.9%
NFSG
1727
Newbridge Financial Services Group
Florida
$15M -$2.02M -12,274 -12%
KA
1728
Kercheville Advisors
Texas
$15M -$943K -5,717 -6%
ACM
1729
Avalon Capital Management
California
$15M -$3.3K -20 -0%
MAWCM
1730
Mine & Arao Wealth Creation & Management
California
$15M +$2.07M +12,548 +16%
CBB
1731
Citizens Business Bank
California
$15M -$136K -827 -0.9%
AWM
1732
Angeles Wealth Management
California
$15M -$29.2K -177 -0.2%
AOWM
1733
Alpha Omega Wealth Management
Virginia
$14.9M -$415K -2,515 -3%
ORC
1734
O'Rourke & Company
Massachusetts
$14.9M -$57.7K -350 -0.4%
DAM
1735
Doheny Asset Management
California
$14.9M +$3.13M +18,963 +27%
SL
1736
Salomon & Ludwin
Virginia
$14.9M -$101K -612 -0.7%
LOPW
1737
Live Oak Private Wealth
North Carolina
$14.9M +$16.7K +101 +0.1%
FM
1738
Family Management
New York
$14.9M -$338K -2,050 -2%
BWM
1739
BNC Wealth Management
Oregon
$14.8M -$789K -4,782 -5%
RMAM
1740
Raab & Moskowitz Asset Management
New Jersey
$14.8M -$589K -3,572 -4%
MP
1741
McDonald Partners
Ohio
$14.8M +$250K +1,514 +2%
LA
1742
Legacy Advisors
Pennsylvania
$14.8M +$1.1M +6,699 +8%
BFA
1743
Bill Few Associates
Pennsylvania
$14.7M +$175K +1,059 +1%
CWM
1744
C2C Wealth Management
Arizona
$14.7M +$474K +2,964 +3%
NC
1745
NBW Capital
Massachusetts
$14.7M -$1.41M -8,525 -9%
RGC
1746
Roberts, Glore & Co
Illinois
$14.7M -$482K -2,924 -3%
SFP
1747
Shepherd Financial Partners
Massachusetts
$14.6M -$1.27M -7,728 -8%
FHC
1748
First Heartland Consultants
Missouri
$14.6M -$317K -1,923 -2%
WWA
1749
WCG Wealth Advisors
Nevada
$14.6M +$893K +5,417 +7%
TIA
1750
Traphagen Investment Advisors
New Jersey
$14.6M +$575K +3,485 +4%