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 %
PCMC
1751
Private Capital Management (Colorado)
Colorado
$14.6M +$2.69M +16,300 +23%
CCM
1752
Copeland Capital Management
Pennsylvania
$14.6M -$473K -2,867 -3%
Financial Engines Advisors
1753
Financial Engines Advisors
California
$14.6M +$985K +5,975 +7%
CCM
1754
Carderock Capital Management
Maryland
$14.6M -$859K -5,207 -6%
AW
1755
Atlas Wealth
Ohio
$14.6M -$280K -1,695 -2%
LCM
1756
Leisure Capital Management
California
$14.5M +$467K +2,834 +3%
HWAM
1757
Hennion & Walsh Asset Management
New Jersey
$14.5M -$1.99M -12,060 -12%
SAM
1758
Synergy Asset Management
Washington
$14.4M +$2.5M +15,177 +21%
CCG
1759
Chatham Capital Group
Georgia
$14.4M -$669K -4,060 -4%
FCA
1760
FinTrust Capital Advisors
South Carolina
$14.4M
VW
1761
Vantage Wealth
California
$14.4M -$3.08M -18,674 -18%
PC
1762
Pecaut & Co
Iowa
$14.4M -$840K -5,092 -6%
SCA
1763
St. Clair Advisors
Ohio
$14.4M +$6.84M +41,463 +91%
AAF
1764
Andra AP-fonden
Sweden
$14.3M +$1.63M +9,900 +13%
IP
1765
Isthmus Partners
Wisconsin
$14.3M +$49.8K +302 +0.3%
SAG
1766
Spotlight Asset Group
Illinois
$14.3M +$14.3M +97,019 New
FA
1767
FDx Advisors
Illinois
$14.3M
LC
1768
Lavaca Capital
Texas
$14.3M +$1.37M +8,990 +11%
PP
1769
Pegasus Partners
Wisconsin
$14.3M -$319K -1,935 -2%
RWA
1770
Roberts Wealth Advisors
California
$14.2M -$29.5K -178 -0.2%
CAC
1771
Certified Advisory Corp
Florida
$14.2M -$917K -5,561 -6%
FDCC
1772
Foster Dykema Cabot & Co
Massachusetts
$14.2M -$383K -2,320 -3%
BCM
1773
Blume Capital Management
California
$14.2M -$237K -1,439 -2%
IRAG
1774
Investment Research & Advisory Group
Georgia
$14.2M +$2.47K +15 +0%
PWS
1775
Peterson Wealth Services
Utah
$14.2M +$835K +5,062 +6%