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 %
PK
2051
Pflug Koory
Nebraska
$10.9M -$33.5K -203 -0.3%
NL
2052
NVWM LLC
Pennsylvania
$10.9M -$1.48M -8,989 -12%
NPT
2053
Nixon Peabody Trust
Massachusetts
$10.9M +$430K +2,606 +4%
RCA
2054
Resonant Capital Advisors
Wisconsin
$10.9M +$365K +2,214 +3%
IDA
2055
Intelligence Driven Advisers
California
$10.9M -$472K -2,885 -4%
SDAM
2056
Shulman DeMeo Asset Management
New York
$10.8M +$22.6K +137 +0.2%
AA
2057
Advisory Alpha
Michigan
$10.8M +$321K +1,944 +3%
CWM
2058
Chronos Wealth Management
Florida
$10.8M -$237K -1,439 -2%
OL
2059
Optas LLC
Texas
$10.8M +$209K +1,268 +2%
NB
2060
Nicolet Bankshares
Wisconsin
$10.8M -$80.1K -585 -0.7%
MIM
2061
Montgomery Investment Management
Maryland
$10.8M
OCM
2062
Orleans Capital Management
Louisiana
$10.8M
NAMA
2063
Nikko Asset Management Americas
New York
$10.8M -$220K -1,342 -2%
LFA
2064
Legacy Financial Advisors
Kentucky
$10.8M +$1.03M +6,264 +11%
AAP
2065
Arax Advisory Partners
Colorado
$10.8M +$907K +5,502 +9%
WA1
2066
Wimmer Associates 1
California
$10.7M -$590K -3,431 -5%
CIA
2067
Cladis Investment Advisory
Montana
$10.7M -$155K -940 -1%
FP
2068
Financial Perspectives
Minnesota
$10.7M +$75.9K +460 +0.7%
IBOK
2069
Independence Bank of Kentucky
Kentucky
$10.7M -$172K -1,045 -2%
OW
2070
Olistico Wealth
Oklahoma
$10.7M +$14.2K +86 +0.1%
OPTFSNA
2071
Old Point Trust & Financial Services N A
Virginia
$10.7M +$559K +3,389 +6%
CWA
2072
Consilium Wealth Advisory
Texas
$10.7M -$282K -1,709 -3%
CBA
2073
Coastal Bridge Advisors
Connecticut
$10.7M -$34K -206 -0.3%
1C
2074
1623 Capital
Virginia
$10.7M
OBGC
2075
O'Brien Greene & Co
Pennsylvania
$10.7M -$150K -910 -1%