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 %
OCM
2101
Once Capital Management
New York
$10.5M
HFM
2102
Hartford Financial Management
Connecticut
$10.5M -$90.2K -547 -0.9%
MWM
2103
Meritas Wealth Management
California
$10.5M +$107K +650 +1%
RFM
2104
Royal Fund Management
Florida
$10.4M -$342K -2,077 -3%
ARC
2105
Advisor Resource Council
Texas
$10.4M +$3.18M +19,727 +44%
PW
2106
Peninsula Wealth
California
$10.4M +$85.7K +520 +0.8%
CRWM
2107
Castle Rock Wealth Management
California
$10.4M -$110K -643 -1%
BBWA
2108
Bell & Brown Wealth Advisors
California
$10.4M +$244K +1,477 +2%
DC
2109
DeDora Capital
California
$10.4M -$175K -1,062 -2%
CCM
2110
CloudAlpha Capital Management
Hong Kong
$10.4M +$10.4M +63,000 New
KP
2111
Keel Point
Alabama
$10.4M +$1.13M +6,847 +12%
DWM
2112
Darwin Wealth Management
Florida
$10.4M -$821K -4,968 -7%
PCM
2113
Poehling Capital Management
Wisconsin
$10.4M -$3.63K -22 -0%
AFM
2114
Andesa Financial Management
Pennsylvania
$10.4M +$5.05M +56,869 +95%
IPAM
2115
ICICI Prudential Asset Management
India
$10.4M +$2.19M +13,279 +27%
CWAG
2116
Compton Wealth Advisory Group
Virginia
$10.4M +$24.7K +150 +0.2%
WCM
2117
WealthBridge Capital Management
Ohio
$10.3M -$149K -903 -1%
JJBC
2118
James J. Burns & Company
New York
$10.3M +$6.18M +37,450 +148%
CIP
2119
Capital Insight Partners
Arizona
$10.3M +$160K +970 +2%
FZCM
2120
Flynn Zito Capital Management
New York
$10.3M -$457K -2,769 -4%
HNWAG
2121
High Net Worth Advisory Group
Florida
$10.3M -$3.79K -23 -0%
BEC
2122
Blue Edge Capital
Virginia
$10.3M -$20.6K -125 -0.2%
BWIA
2123
Bryant Woods Investment Advisors
New York
$10.3M +$712K +4,320 +7%
T
2124
TCWP
Ohio
$10.3M -$1.98M -12,024 -16%
SSWM
2125
Strait & Sound Wealth Management
California
$10.3M +$369K +2,236 +4%