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 %
BCG
1951
Breakwater Capital Group
New Jersey
$12M +$307K +1,859 +3%
CCT
1952
Chemung Canal Trust
New York
$11.9M +$3.38M +20,479 +39%
WA
1953
WBH Advisory
Maryland
$11.9M +$11.9M +72,304 New
CQS
1954
Credential Qtrade Securities
$11.9M +$505K +3,062 +4%
REMPR
1955
Roof Eidam Maycock Peralta (REMP)
California
$11.9M -$67.8K -411 -0.6%
AIP
1956
Alapocas Investment Partners
Massachusetts
$11.9M -$169K -1,022 -1%
EWM
1957
Evermay Wealth Management
Virginia
$11.9M -$50K -303 -0.4%
TCPG
1958
Trivant Custom Portfolio Group
California
$11.9M +$11.9M +72,068 New
PFWA
1959
Paces Ferry Wealth Advisors
Georgia
$11.9M -$95.6K -580 -0.8%
LF
1960
Lee Financial
Texas
$11.9M -$7.18M -43,559 -38%
MFC
1961
Mechanics Financial Corp
Ohio
$11.9M -$66K -400 -0.6%
FAG
1962
Fortitude Advisory Group
Washington
$11.9M +$119K +723 +1%
BS
1963
Bessemer Securities
New York
$11.9M -$1.42M -8,600 -11%
SWA
1964
Sutton Wealth Advisors
Florida
$11.8M -$10.2M -61,553 -46%
DFA
1965
Delta Financial Advisors
Louisiana
$11.8M -$220K -1,337 -2%
NIC
1966
Northwest Investment Counselors
Oregon
$11.8M -$18K -109 -0.2%
TWM
1967
TLW Wealth Management
Florida
$11.8M -$104K -631 -0.9%
LWMM
1968
Legacy Wealth Management (Mississippi)
Mississippi
$11.8M -$12.4K -75 -0.1%
EAMA
1969
EFG Asset Management (Americas)
Florida
$11.8M -$1.15M -6,976 -9%
MCM
1970
McDonough Capital Management
Florida
$11.8M -$3.46K -21 -0%
CCM
1971
Carmel Capital Management
California
$11.8M +$317K +1,925 +3%
TCM
1972
Trybe Capital Management
Connecticut
$11.7M -$4.68M -28,394 -29%
TIP
1973
Torray Investment Partners
Maryland
$11.7M -$101K -611 -0.9%
ITIM
1974
Indiana Trust & Investment Management
Indiana
$11.7M -$127K -770 -1%
KFA
1975
Kelleher Financial Advisors
New York
$11.7M -$270K -1,638 -2%