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 %
GCM
2026
Gables Capital Management
Florida
$11.1M -$217K -1,315 -2%
GWM
2027
Graybill Wealth Management
Illinois
$11.1M -$63.5K -385 -0.6%
TAM
2028
Titleist Asset Management
Texas
$11.1M +$11.1M +67,372 New
CHP
2029
Cable Hill Partners
Oregon
$11.1M -$754K -4,575 -6%
BCA
2030
Bray Capital Advisors
Florida
$11.1M -$37.9K -230 -0.3%
HCP
2031
Hexagon Capital Partners
Arkansas
$11.1M -$98.3K -596 -0.9%
YDMI
2032
Y.D. More Investments
Israel
$11.1M +$2.23M +13,521 +25%
EBT
2033
Enterprise Bank & Trust
Massachusetts
$11M -$215K -1,304 -2%
XWM
2034
Xcel Wealth Management
Florida
$11M +$141K +857 +1%
IF
2035
IRON Financial
Illinois
$11M +$1.48K +9 +0%
DCM
2036
Dudley Capital Management
Virginia
$11M -$17.1K -104 -0.2%
PI
2037
Parkside Investments
Illinois
$11M +$1.62M +9,804 +17%
MPIM
2038
McGinn Penninger Investment Management
Virginia
$11M -$687K -4,169 -6%
IB
2039
Iyo Bank
Japan
$11M
V
2040
VeraBank
Texas
$11M -$681K -4,129 -6%
SCM
2041
Spring Capital Management
Texas
$11M -$17K -103 -0.2%
FMN
2042
Financial Management Network
California
$11M -$161K -974 -1%
IMOV
2043
Investment Management of Virginia
Virginia
$11M -$20.6K -125 -0.2%
SDJVC
2044
St. Denis J. Villere & Co
Louisiana
$10.9M -$26.4K -160 -0.2%
WFAG
2045
Wescott Financial Advisory Group
Pennsylvania
$10.9M +$189K +1,148 +2%
WDC
2046
Woodward Diversified Capital
California
$10.9M -$11.7K -71 -0.1%
ISWM
2047
Independent Solutions Wealth Management
New York
$10.9M -$45.3K -275 -0.4%
ST
2048
Somerset Trust
Pennsylvania
$10.9M -$455K -2,761 -4%
BW
2049
BIP Wealth
Georgia
$10.9M +$10.9M +65,933 New
WWC
2050
Waypoint Wealth Counsel
Georgia
$10.9M -$95.1K -577 -0.9%