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 %
HPWA
1826
Hall Private Wealth Advisors
North Carolina
$13.5M -$190K -1,151 -1%
MCM
1827
Mattern Capital Management
Colorado
$13.5M +$363K +2,201 +3%
BFC
1828
Bedel Financial Consulting
Indiana
$13.5M -$444K -2,693 -3%
CCM
1829
Consolidated Capital Management
California
$13.5M +$504K +3,056 +4%
CC
1830
Capital Counsel
New York
$13.4M +$40.2K +244 +0.3%
BO
1831
Bank OZK
Arkansas
$13.4M -$283K -1,714 -2%
AIA
1832
Allied Investment Advisors
Montana
$13.4M +$108K +656 +0.8%
HGCK
1833
HPC Germany & Co KG
Germany
$13.4M
ERIC
1834
Eagle Rock Investment Company
Georgia
$13.4M -$1.54M -9,310 -10%
SFS
1835
Strategic Financial Services
New York
$13.4M -$17.3K -105 -0.1%
DI
1836
Diligent Investors
California
$13.3M +$105K +635 +0.8%
CWM
1837
Centurion Wealth Management
Virginia
$13.3M -$19.8K -120 -0.1%
TA
1838
TFG Advisers
Michigan
$13.3M -$20.9K -127 -0.2%
TFCP
1839
Twin Focus Capital Partners
Massachusetts
$13.3M +$43.9K +266 +0.3%
DPIM
1840
Duff & Phelps Investment Management
Illinois
$13.3M -$57.7K -350 -0.4%
AIM
1841
Acropolis Investment Management
Missouri
$13.3M -$19.5K -118 -0.1%
FNWM
1842
Financial Network Wealth Management
Utah
$13.3M -$95K -576 -0.7%
SCP
1843
Silverleafe Capital Partners
Tennessee
$13.3M -$282K -1,713 -2%
PCS
1844
Personal CFO Solutions
New Jersey
$13.3M -$1.03M -6,235 -7%
PFGIA
1845
Patriot Financial Group Insurance Agency
Massachusetts
$13.3M +$466K +2,826 +4%
MCCP
1846
Mission Creek Capital Partners
California
$13.3M -$1.01M -6,103 -7%
MIM
1847
Moseley Investment Management
Florida
$13.3M +$47.5K +288 +0.4%
WMA
1848
Wealth Management Associates
New Jersey
$13.2M -$259K -1,568 -2%
NME
1849
Notis-McConarty Edward
$13.2M -$167K -1,010 -1%
MFWP
1850
Mosaic Family Wealth Partners
Missouri
$13.2M -$47.5K -288 -0.4%