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 %
CYG
1776
Clean Yield Group
Vermont
$14.2M +$222K +1,348 +2%
CCWA
1777
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.2M +$1.37M +8,281 +11%
OAC
1778
OMERS Administration Corp
Ontario, Canada
$14.1M
AGAM
1779
Avalon Global Asset Management
California
$14.1M
ATI
1780
Act Two Investors
California
$14.1M +$4.86M +29,497 +53%
GWANC
1781
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.1M +$53.1K +322 +0.4%
RP
1782
Riverbridge Partners
Minnesota
$14.1M +$2.94M +17,843 +26%
WAS
1783
Wealth Advisory Solutions
Indiana
$14.1M +$4.78K +29 +0%
SWP
1784
Strategic Wealth Partners
Ohio
$14.1M +$721K +4,372 +5%
PS
1785
Pensionfund Sabic
Netherlands
$14.1M -$1.48M -9,000 -10%
BFPW
1786
BOK Financial Private Wealth
Colorado
$14.1M -$904K -5,482 -6%
RW
1787
RVW Wealth
California
$14M -$1.9M -11,495 -12%
SHFA
1788
SS&H Financial Advisors
Michigan
$14M -$254K -1,540 -2%
GC
1789
Gratus Capital
Georgia
$14M +$3.65M +22,138 +35%
VSI
1790
Verde Servicos Internacionais
Brazil
$14M +$14M +84,960 New
GCA
1791
Guardian Capital Advisors
Ontario, Canada
$14M -$186K -1,164 -1%
ISB
1792
Iowa State Bank
Iowa
$14M -$1.36M -8,274 -9%
DDPIC
1793
Deroy & Devereaux Private Investment Counsel
Michigan
$14M -$4.39M -26,636 -24%
RPGK
1794
Retirement Planning Group (Kansas)
Kansas
$13.9M +$692K +4,197 +5%
FMB
1795
Field & Main Bank
Kentucky
$13.9M -$346K -2,097 -2%
FAG
1796
Financial Advisory Group
Texas
$13.9M -$249K -1,507 -2%
BCA
1797
Bay Colony Advisors
Massachusetts
$13.9M -$185K -1,138 -1%
LD
1798
Lipe & Dalton
New York
$13.9M -$278K -1,686 -2%
DE
1799
Day & Ennis
Georgia
$13.9M +$6.43K +39 +0%
FIM
1800
Freedom Investment Management
Connecticut
$13.9M -$275K -1,665 -2%