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 %
MGWM
1976
Marks Group Wealth Management
Minnesota
$11.7M -$2.03M -12,286 -15%
SC
1977
Settian Capital
New York
$11.7M
OHWP
1978
Oak Harbor Wealth Partners
North Carolina
$11.7M -$54.7K -332 -0.5%
CCP
1979
Clough Capital Partners
Massachusetts
$11.7M
HW
1980
Hedeker Wealth
Illinois
$11.7M -$295K -1,790 -2%
TPA
1981
Trivium Point Advisory
Connecticut
$11.7M +$179K +1,085 +2%
BWA
1982
Blodgett Wealth Advisors
California
$11.7M -$150K -909 -1%
WOSD
1983
WFA of San Diego
California
$11.6M -$713K -4,323 -6%
AT
1984
American Trust
Kentucky
$11.6M -$1.23M -7,487 -10%
SIA
1985
SeaBridge Investment Advisors
New Jersey
$11.6M -$411K -2,491 -3%
CMS
1986
Capital Market Strategies
Florida
$11.6M +$41.7K +253 +0.4%
KCM
1987
KRS Capital Management
Michigan
$11.6M -$51.9K -315 -0.4%
GU
1988
Georgetown University
District of Columbia
$11.6M +$17K +103 +0.1%
Loomis, Sayles & Company
1989
Loomis, Sayles & Company
Massachusetts
$11.6M -$265K -1,608 -2%
LAIC
1990
Lederer & Associates Investment Counsel
California
$11.5M -$66.1K -401 -0.6%
MKA
1991
M. Kulyk & Associates
Georgia
$11.5M +$270K +1,637 +2%
TWM
1992
TriaGen Wealth Management
California
$11.5M -$9.23K -56 -0.1%
KNW
1993
Kesler Norman & Wride
Utah
$11.5M -$100K -608 -0.9%
AIA
1994
Arbor Investment Advisors
North Carolina
$11.5M -$3.63K -22 -0%
FCA
1995
FLC Capital Advisors
California
$11.5M -$103K -627 -0.9%
UHC
1996
Union Heritage Capital
Michigan
$11.5M -$330K -2,000 -3%
GG
1997
Golden Green
South Carolina
$11.5M -$68.8K -417 -0.6%
KMWM
1998
Keudell/Morrison Wealth Management
Oregon
$11.5M +$1.15K +7 +0%
SC
1999
Stolper & Co
Oklahoma
$11.4M +$39.9K +242 +0.4%
HHAA
2000
Henry H. Armstrong Associates
Pennsylvania
$11.4M -$508K -3,082 -4%