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 %
LWA
1876
Lineweaver Wealth Advisors
Ohio
$12.8M -$855K -5,186 -6%
SOS
1877
Silver Oak Securities
Tennessee
$12.8M +$675K +4,096 +6%
ATC
1878
Adirondack Trust Company
New York
$12.8M -$180K -1,092 -1%
GLR
1879
Great Lakes Retirement
Ohio
$12.8M +$606K +3,674 +5%
VC
1880
Vicus Capital
Pennsylvania
$12.8M -$299K -1,815 -2%
Fiera Capital (Canada)
1881
Fiera Capital (Canada)
Quebec, Canada
$12.8M -$262K -1,591 -2%
CAM
1882
Clark Asset Management
New Hampshire
$12.7M +$391K +2,374 +3%
APWM
1883
Argonautica Private Wealth Management
Massachusetts
$12.7M -$977K -5,926 -7%
ETH
1884
Exos TFP Holdings
New York
$12.7M +$6.63M +40,222 +109%
GEA
1885
Glen Eagle Advisors
New Jersey
$12.7M +$2.08M +12,619 +20%
BEI
1886
Benjamin Edwards Inc
Missouri
$12.7M +$640K +3,881 +5%
KWS
1887
Keystone Wealth Services
California
$12.7M +$384K +2,327 +3%
EAM
1888
EULAV Asset Management
Florida
$12.7M -$2.64M -16,000 -17%
IWA
1889
Intercontinental Wealth Advisors
Texas
$12.7M -$901K -5,466 -7%
LWP
1890
LMG Wealth Partners
Louisiana
$12.7M +$18.6K +113 +0.1%
HI
1891
Harrington Investments
California
$12.7M -$184K -1,115 -1%
AB
1892
Atlas Brown
Kentucky
$12.6M -$112K -682 -0.9%
TCM
1893
True Capital Management
California
$12.6M +$191K +1,157 +2%
MPW
1894
Monterey Private Wealth
California
$12.6M -$1.32K -8 -0%
M2MC
1895
Matthew 25 Management Corp
Pennsylvania
$12.6M -$1.4M -8,500 -10%
SIP
1896
Stoneridge Investment Partners
Pennsylvania
$12.6M -$275K -1,669 -2%
HCC
1897
Hirtle Callaghan & Co
Pennsylvania
$12.6M -$1.05M -6,353 -8%
HCA
1898
Harbour Capital Advisors
Virginia
$12.6M -$392K -2,380 -3%
TIMH
1899
Tilt Investment Management Holdings
New York
$12.5M +$1.59M +10,045 +15%
FNBOMD
1900
First National Bank of Mount Dora
Florida
$12.5M +$505K +3,065 +4%