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 %
SFC
2226
Strategic Financial Concepts
Texas
$9.55M +$9.55M +57,916 New
CSC
2227
Caldwell Sutter Capital
California
$9.55M +$221K +1,339 +2%
AWA
2228
Amplius Wealth Advisors
Pennsylvania
$9.54M +$21.8K +132 +0.2%
CFP
2229
Catalyst Financial Partners
Massachusetts
$9.54M +$1.29M +7,851 +16%
BRM
2230
Boston Research & Management
Massachusetts
$9.53M +$18.8K +114 +0.2%
SAM
2231
Satovsky Asset Management
New York
$9.53M +$181K +1,096 +2%
LGWM
2232
Litman Gregory Wealth Management
California
$9.53M +$8.32M +50,443 +685%
MCM
2233
Marathon Capital Management
Maryland
$9.48M -$50.8K -308 -0.5%
EF
2234
Exeter Financial
Arizona
$9.48M +$140K +864 +1%
APW
2235
Austin Private Wealth
Texas
$9.47M +$42.4K +257 +0.4%
CPA
2236
Capital Performance Advisors
California
$9.46M +$222K +1,345 +2%
Verition Fund Management
2237
Verition Fund Management
Connecticut
$9.45M -$8.62M -52,267 -48%
HBT
2238
Heartland Bank & Trust
Illinois
$9.45M +$73.9K +448 +0.8%
MSFP
2239
Mark Sheptoff Financial Planning
Connecticut
$9.43M +$21.6K +131 +0.2%
BHBT
2240
Burke & Herbert Bank & Trust
Virginia
$9.4M -$204K -1,235 -2%
RBFC
2241
Roman Butler Fullerton & Co
Missouri
$9.39M +$298K +1,821 +3%
DAM
2242
Delta Asset Management
Tennessee
$9.39M +$68.6K +416 +0.7%
CSA
2243
Cottage Street Advisors
Massachusetts
$9.38M -$819M -4,964,253 -99%
LC
2244
Lincoln Capital
Nebraska
$9.38M +$109K +661 +1%
SIC
2245
SJS Investment Consulting
Ohio
$9.38M +$237K +1,436 +3%
CNWM
2246
Clay Northam Wealth Management
California
$9.38M -$61.2K -371 -0.6%
AA
2247
Auxano Advisors
Washington
$9.36M +$93K +564 +1%
GTAM
2248
Global Trust Asset Management
Florida
$9.34M +$157K +951 +2%
Alkeon Capital Management
2249
Alkeon Capital Management
New York
$9.34M
FGA
2250
Fortis Group Advisors
New Jersey
$9.33M +$9.33M +55,003 New