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 %
GFPC
2001
Global Financial Private Client
Florida
$11.4M -$336K -2,023 -3%
SIC
2002
Sterling Investment Counsel
New York
$11.4M -$130K -790 -1%
SC
2003
Solstein Capital
California
$11.4M -$6.43K -39 -0.1%
GLAM
2004
Gardner Lewis Asset Management
Pennsylvania
$11.4M -$4.71M -28,538 -29%
CBT
2005
CoreFirst Bank & Trust
Kansas
$11.4M +$829K +5,027 +8%
NDSI
2006
Newman Dignan & Sheerar Inc
Rhode Island
$11.4M -$306K -1,856 -3%
COCM
2007
Charter Oak Capital Management
New Hampshire
$11.4M +$512K +3,107 +5%
AWS
2008
AJ Wealth Strategies
New York
$11.3M -$1.14M -6,927 -9%
CPWA
2009
Cerro Pacific Wealth Advisors
California
$11.3M -$348K -2,113 -3%
BBNB
2010
Baker Boyer National Bank
Washington
$11.3M -$2.64M -16,038 -19%
FCA
2011
Fortis Capital Advisors
Kansas
$11.3M +$326K +1,978 +3%
BCPWM
2012
Bradley & Co Private Wealth Management
Florida
$11.3M -$226K -1,368 -2%
ATIA
2013
American Trust Investment Advisors
New Hampshire
$11.3M -$221K -1,343 -2%
AFG
2014
Allegheny Financial Group
Pennsylvania
$11.2M -$23.9K -145 -0.2%
KLCM
2015
KG&L Capital Management
Louisiana
$11.2M -$327K -1,982 -3%
BCCM
2016
Bridge Creek Capital Management
Massachusetts
$11.2M +$26.1K +158 +0.2%
CA
2017
Crewe Advisors
Utah
$11.2M -$16.3K -99 -0.1%
KFS
2018
Kaizen Financial Strategies
California
$11.2M -$105K -639 -0.9%
DIM
2019
Delta Investment Management
California
$11.2M +$86.4K +524 +0.8%
BRG
2020
Bay Rivers Group
Virginia
$11.2M +$156K +949 +1%
LWM
2021
LJI Wealth Management
Indiana
$11.2M -$46.8K -284 -0.4%
GWMIA
2022
Global Wealth Management Investment Advisory
Florida
$11.2M -$181K -1,095 -2%
OCM
2023
Orion Capital Management
California
$11.1M +$3.46K +21 +0%
ATFA
2024
All Terrain Financial Advisors
Minnesota
$11.1M -$369K -2,238 -3%
GCWM
2025
Graham Capital Wealth Management
District of Columbia
$11.1M +$21.4K +13 +0.2%