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 %
CPC
2076
Consolidated Planning Corp
Georgia
$10.7M -$2M -12,151 -16%
TCM
2077
Towercrest Capital Management
Pennsylvania
$10.7M -$4.78K -29 -0%
SF
2078
Symphony Financial
Texas
$10.7M -$61.1K -375 -0.6%
WDG
2079
Wealth Dimensions Group
Ohio
$10.7M -$496K -3,008 -4%
MAM
2080
Morse Asset Management
Connecticut
$10.7M -$298K -1,806 -3%
PFSC
2081
Peoples Financial Services Corp
Pennsylvania
$10.7M -$37.3K -226 -0.3%
AG
2082
Advocate Group
Minnesota
$10.7M -$980K -5,946 -8%
AFT
2083
Alpha Family Trust
California
$10.6M -$128K -775 -1%
MWAM
2084
Manhattan West Asset Management
California
$10.6M +$621K +3,764 +6%
JFL
2085
Jarislowsky, Fraser Ltd
Quebec, Canada
$10.6M -$441K -2,672 -4%
FWM
2086
Finer Wealth Management
Massachusetts
$10.6M +$127K +770 +1%
SC
2087
Soundwatch Capital
Connecticut
$10.6M +$10.6M +64,168 New
SJIM
2088
St. Johns Investment Management
Florida
$10.6M -$532K -3,227 -5%
SFS
2089
Summit Financial Strategies
Ohio
$10.6M -$67.6K -410 -0.6%
HAC
2090
Harbor Advisory Corp
New Hampshire
$10.6M -$226K -1,370 -2%
TSS
2091
Thomas Story & Son
Indiana
$10.5M +$41.2K +250 +0.4%
BHA
2092
Beech Hill Advisors
New York
$10.5M -$214K -1,300 -2%
ICM
2093
IMS Capital Management
Oregon
$10.5M -$61K -370 -0.6%
GSB
2094
Greenfield Savings Bank
Massachusetts
$10.5M -$262K -1,587 -2%
BC
2095
Bruce & Co
Illinois
$10.5M -$115K -699 -1%
GSIAS
2096
Garden State Investment Advisory Services
New Jersey
$10.5M +$64.5K +391 +0.6%
NG
2097
NWK Group
California
$10.5M -$2.47K -15 -0%
VCWA
2098
Vanguard Capital Wealth Advisors
Colorado
$10.5M -$73.1K -443 -0.7%
BWM
2099
Baystate Wealth Management
Massachusetts
$10.5M -$989K -6,000 -9%
CWM
2100
Centric Wealth Management
Illinois
$10.5M -$827K -5,015 -7%