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 %
HBCM
2151
Heron Bay Capital Management
Michigan
$10.1M -$219K -1,329 -2%
IUHSA
2152
Itau Unibanco Holding S.A.
Brazil
$10M +$2.16M +13,124 +27%
ACM
2153
Alpha Capital Management
Texas
$10M
BKA
2154
Brick & Kyle Associates
Pennsylvania
$10M -$3.03M -18,360 -23%
BWM
2155
Bulltick Wealth Management
Florida
$10M -$1.11M -6,750 -10%
WIC
2156
WealthBridge Investment Counsel
Alberta, Canada
$10M -$999K -6,058 -9%
WP
2157
WealthShield Partners
North Carolina
$10M -$105K -635 -1%
P
2158
&Partners
Tennessee
$10M -$284K -1,725 -3%
AWS
2159
Arkfeld Wealth Strategies
Nebraska
$9.99M +$118K +733 +1%
RFMS
2160
RWQ Financial Management Services
Florida
$9.99M +$4.64M +28,125 +87%
YWM
2161
Yoder Wealth Management
California
$9.98M +$9.98M +60,492 New
SWM
2162
Sugarloaf Wealth Management
Georgia
$9.97M -$56.7K -344 -0.6%
HCM
2163
Highlander Capital Management
New Jersey
$9.96M +$20.1K +122 +0.2%
DWM
2164
Drive Wealth Management
Utah
$9.96M +$3.44M +20,836 +53%
LJCM
2165
Lee Johnson Capital Management
Texas
$9.96M +$857K +5,198 +9%
IFA
2166
Index Fund Advisors
California
$9.94M -$84.6K -513 -0.8%
CG
2167
Clarus Group
Texas
$9.93M +$74.9K +454 +0.8%
CA
2168
Capital Advantage
California
$9.93M -$41.2K -249 -0.4%
CWM
2169
Connecticut Wealth Management
Connecticut
$9.92M +$1.49M +9,009 +18%
AFG
2170
Alterity Financial Group
Maine
$9.92M -$77.7K -471 -0.8%
HIM
2171
Harbour Investment Management
Washington
$9.92M -$310K -1,880 -3%
SAM
2172
Strategy Asset Managers
California
$9.91M -$106K -644 -1%
RCM
2173
Radnor Capital Management
Pennsylvania
$9.91M +$394K +2,387 +4%
RIM
2174
Redwood Investment Management
Arizona
$9.91M -$285K -1,731 -3%
LJHT
2175
Laurie J. Hall Trustee
$9.91M +$33.3K +202 +0.3%