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 %
AFA
1901
Abacus FCF Advisors
Florida
$12.5M +$1.63M +9,900 +15%
UF
1902
Univest Financial
Pennsylvania
$12.5M +$778K +4,719 +7%
OBWG
1903
Onyx Bridge Wealth Group
New York
$12.5M +$59K +358 +0.5%
IFS
1904
Ifrah Financial Services
Arkansas
$12.5M -$40.6K -246 -0.3%
BONST
1905
Bank of Nova Scotia Trust
Ontario, Canada
$12.4M -$1.16M -7,008 -8%
HNW
1906
High Note Wealth
Minnesota
$12.4M -$19.1K -116 -0.2%
HCA
1907
Harbor Capital Advisors
Illinois
$12.4M +$12.3M +74,682 +13,804%
GCM
1908
Gibraltar Capital Management
Oklahoma
$12.4M +$105K +638 +0.9%
HFS
1909
Howard Financial Services
Texas
$12.4M +$50.8K +308 +0.4%
CCMINC
1910
Cardinal Capital Management Inc (North Carolina)
North Carolina
$12.4M +$107K +651 +0.9%
CLCM
1911
Center Lake Capital Management
Florida
$12.4M +$12.4M +75,000 New
KWM
1912
Keebeck Wealth Management
Illinois
$12.4M +$513K +3,112 +4%
FIM
1913
Fernwood Investment Management
Massachusetts
$12.4M +$1.76M +10,679 +17%
CCPM
1914
Cooper Creek Partners Management
New York
$12.3M +$12.3M +74,828 New
SFG
1915
StrategIQ Financial Group
Indiana
$12.3M +$220K +1,337 +2%
EIM
1916
Ervin Investment Management
Washington
$12.3M -$455K -2,801 -4%
BCM
1917
Birch Capital Management
Texas
$12.3M -$114K -691 -0.9%
DG
1918
DMC Group
Alabama
$12.3M -$8.34M -50,175 -40%
MTWM
1919
Masso Torrence Wealth Management
New Jersey
$12.3M -$266K -1,611 -2%
DBIA
1920
Dumont & Blake Investment Advisors
New Jersey
$12.2M -$280K -1,697 -2%
IWA
1921
IVC Wealth Advisors
Pennsylvania
$12.2M -$153K -926 -1%
SIA
1922
Strategic Investment Advisors
Michigan
$12.2M +$352K +2,137 +3%
CIG
1923
Cairn Investment Group
Washington
$12.2M +$349K +2,119 +3%
TIA
1924
Tiemann Investment Advisors
California
$12.2M -$177K -1,071 -1%
BA
1925
Baugh & Associates
Georgia
$12.2M -$233K -1,390 -2%