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
2201
Congress Park Capital
New York
$9.73M -$17.5K -106 -0.2%
IAS
2202
Investment Advisory Services
Texas
$9.72M -$105K -638 -1%
EW
2203
Evexia Wealth
Wisconsin
$9.72M +$9.72M +56,013 New
NCM
2204
Northside Capital Management
Oregon
$9.72M +$17K +103 +0.2%
AP
2205
Arlington Partners
Alabama
$9.69M +$2.17M +13,145 +29%
AFM
2206
Abbot Financial Management
Massachusetts
$9.68M +$39.1K +237 +0.4%
PPP
2207
Private Portfolio Partners
New Jersey
$9.68M -$353K -2,140 -4%
WMP
2208
Wealth Management Partners
Arizona
$9.67M +$105K +635 +1%
RW
2209
REDW Wealth
New Mexico
$9.66M +$159K +967 +2%
AWM
2210
Accurate Wealth Management
Florida
$9.65M +$610K +3,767 +7%
HC
2211
HNP Capital
New York
$9.65M -$46.7K -283 -0.5%
AWC
2212
Abundance Wealth Counselors
Pennsylvania
$9.64M +$704K +4,271 +8%
LI
2213
Lafayette Investments
Maryland
$9.64M +$9.07K +55 +0.1%
ECML
2214
Eagle Capital Management (Louisiana)
Louisiana
$9.63M -$164K -996 -2%
CMP
2215
Coston McIsaac & Partners
Maine
$9.63M +$533K +3,234 +6%
MAM
2216
McLean Asset Management
Virginia
$9.63M -$266K -1,613 -3%
FFA
2217
Fairfield Financial Advisors
Massachusetts
$9.61M +$9.09K +56 +0.1%
CCA
2218
Clearwater Capital Advisors
Illinois
$9.6M -$663K -4,021 -6%
KA
2219
KLCM Advisors
Wisconsin
$9.6M +$1.4M +8,490 +17%
VRM
2220
Vectors Research Management
New York
$9.59M -$102K -618 -1%
LJAC
2221
L.J. Altfest & Co
New York
$9.59M +$332K +2,016 +4%
VBCG
2222
Valley Brook Capital Group
Pennsylvania
$9.58M -$25.4K -154 -0.3%
SFS
2223
Stiles Financial Services
Minnesota
$9.57M -$1.32M -7,978 -12%
AJ
2224
Ashburton (Jersey)
Jersey
$9.56M -$239K -1,449 -2%
BCM
2225
Barometer Capital Management
Ontario, Canada
$9.55M +$9.55M +57,940 New