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 %
SIS
2176
Sound Income Strategies
Florida
$9.9M +$1.13M +6,833 +13%
BIMC
2177
Benson Investment Management Company
Virginia
$9.9M -$65.1K -395 -0.7%
HVP
2178
Hudson Value Partners
Florida
$9.89M +$1.23M +7,451 +14%
SWMP
2179
Signature Wealth Management Partners
New Jersey
$9.89M -$305K -1,849 -3%
BHB
2180
Bank Hapoalim BM
Israel
$9.89M -$874K -5,301 -8%
WCWM
2181
Willow Creek Wealth Management
California
$9.88M +$116K +701 +1%
ML
2182
McAdam LLC
Pennsylvania
$9.86M +$2.02M +12,233 +26%
TRIA
2183
Trail Ridge Investment Advisors
Colorado
$9.86M +$311K +1,883 +3%
WPWM
2184
Western Pacific Wealth Management
Illinois
$9.86M +$228K +1,384 +2%
FCT
2185
First Community Trust
Iowa
$9.85M -$93.2K -565 -0.9%
BGDI
2186
BW Gestao de Investimentos
Brazil
$9.85M -$6.64M -40,250 -40%
GWM
2187
GDS Wealth Management
Texas
$9.85M -$405K -2,458 -4%
EM
2188
Excalibur Management
Massachusetts
$9.84M -$93.3K -566 -0.9%
RWP
2189
Revolve Wealth Partners
New Jersey
$9.84M -$233K -1,412 -2%
PC
2190
Port Capital
Illinois
$9.82M -$1.06M -6,417 -10%
MIC
2191
Meridian Investment Counsel
California
$9.81M -$184K -1,115 -2%
AG
2192
AIA Group
Hong Kong
$9.77M +$2.96M +17,960 +43%
MIM
2193
Merrion Investment Management
New Jersey
$9.76M -$791K -4,796 -7%
MA
2194
Menlo Advisors
California
$9.76M
IWA
2195
Inspirion Wealth Advisors
Illinois
$9.76M +$70.4K +427 +0.7%
HBW
2196
Hazlett, Burt & Watson
West Virginia
$9.75M -$478K -2,899 -5%
CSB
2197
City State Bank
Iowa
$9.75M -$173K -1,052 -2%
FUBT
2198
First United Bank & Trust
Maryland
$9.74M +$5.94K +36 +0.1%
AIM
2199
Alhambra Investment Management
Florida
$9.74M -$50.1K -304 -0.5%
EIA
2200
Eastover Investment Advisors
North Carolina
$9.74M -$364K -2,205 -4%