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 %
PHS
1926
Pekin Hardy Strauss
Illinois
$12.2M -$1.36M -8,218 -10%
DWMS
1927
Dominguez Wealth Management Solutions
Virginia
$12.2M +$640K +3,881 +6%
MCM
1928
Morton Capital Management
California
$12.2M -$540K -3,277 -4%
JF
1929
JSF Financial
California
$12.1M -$73.2K -444 -0.6%
GCMG
1930
Gyroscope Capital Management Group
Florida
$12.1M +$5.34M +32,401 +79%
BIM
1931
Baldwin Investment Management
Pennsylvania
$12.1M -$615K -3,727 -5%
TWM
1932
Tanager Wealth Management
United Kingdom
$12.1M -$1.11M -6,747 -8%
LA
1933
LexAurum Advisors
Kansas
$12.1M -$233K -1,412 -2%
DWP
1934
Destiny Wealth Partners
Florida
$12.1M +$1.25M +7,595 +12%
CT
1935
Clearstead Trust
Maine
$12M -$917K -5,559 -7%
MVA
1936
Mount Vernon Associates
Maryland
$12M -$1.24M -7,505 -9%
ACA
1937
Atlas Capital Advisors
Wyoming
$12M -$17K -103 -0.1%
ERIM
1938
Eagle Ridge Investment Management
Connecticut
$12M +$4.25M +25,783 +55%
NCM
1939
New Capital Management
Texas
$12M -$110K -669 -0.9%
TIM
1940
Tortoise Investment Management
New York
$12M -$813K -4,931 -6%
BDA
1941
Borer Denton & Associates
Pennsylvania
$12M +$475K +2,880 +4%
FA
1942
Fermata Advisors
California
$12M -$276K -1,672 -2%
TGCMU
1943
Titan Global Capital Management USA
New York
$12M -$324K -1,962 -3%
MCM
1944
Monarch Capital Management
Indiana
$12M -$178K -1,081 -1%
BC
1945
Brookfield Corp
Ontario, Canada
$12M +$12M +72,771 New
CCM
1946
Compton Capital Management
Rhode Island
$12M -$21.5M -130,309 -64%
BC
1947
Brio Consultants
California
$12M +$378K +2,294 +3%
CTFG
1948
Capstone Triton Financial Group
Oklahoma
$12M -$877K -5,321 -7%
FRA
1949
Frank Rimerman Advisors
California
$12M
LCM
1950
Legato Capital Management
California
$12M -$1.07M -6,483 -8%