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 %
NC
2251
NovaPoint Capital
Georgia
$9.32M +$59.7K +362 +0.6%
TLP
2252
Trinity Legacy Partners
Texas
$9.31M +$677K +4,104 +8%
JWM
2253
Jupiter Wealth Management
Colorado
$9.3M +$503K +3,048 +6%
RRA
2254
Round Rock Advisors
Connecticut
$9.3M +$139K +840 +2%
ME
2255
McIlrath & Eck
Washington
$9.3M -$391K -2,372 -4%
BAM
2256
Baldrige Asset Management
Pennsylvania
$9.29M -$543K -3,290 -6%
TIA
2257
Trust Investment Advisors
Indiana
$9.29M -$14.5K -88 -0.2%
TCCM
2258
Timber Creek Capital Management
Massachusetts
$9.27M -$3.46K -21 -0%
HGERS
2259
Householder Group Estate & Retirement Specialist
Arizona
$9.27M -$827K -5,015 -8%
MC
2260
Martin & Co
Tennessee
$9.25M -$1.73M -10,482 -16%
WA
2261
Waddell & Associates
Tennessee
$9.23M -$187K -1,136 -2%
VCM
2262
Vivaldi Capital Management
Illinois
$9.22M -$1.09M -6,592 -11%
AMAL
2263
Asset Management Advisors LLC
Oklahoma
$9.21M -$118K -715 -1%
HL
2264
HeadInvest LLC
Maine
$9.21M -$451K -2,735 -5%
SFG
2265
Sovereign Financial Group
Connecticut
$9.2M -$788K -4,781 -8%
NEWAS
2266
N.E.W. Advisory Services
Wisconsin
$9.2M -$725K -4,398 -7%
GIS
2267
Graphene Investments SAS
France
$9.2M +$1.95M +11,800 +27%
CCIA
2268
Cherry Creek Investment Advisors
Colorado
$9.2M -$41.1K -249 -0.4%
CT
2269
Columbia Trust
Oregon
$9.19M -$2.05M -12,416 -18%
SCA
2270
Stokes Capital Advisors
South Carolina
$9.19M -$207K -1,257 -2%
NL
2271
NKCFO LLC
Illinois
$9.17M
BFG
2272
Beacon Financial Group
Texas
$9.16M -$407K -2,511 -4%
AWM
2273
Atticus Wealth Management
Florida
$9.16M -$1.22M -7,419 -12%
AC
2274
Allstate Corporation
Illinois
$9.15M -$101M -610,320 -92%
WPC
2275
White Pine Capital
Minnesota
$9.15M -$197K -1,192 -2%