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 %
RPA
2301
Rock Point Advisors
Vermont
$8.94M -$537K -3,254 -6%
GC
2302
Gilbert & Cook
Iowa
$8.94M +$55.1K +334 +0.6%
MIM
2303
MTM Investment Management
South Carolina
$8.93M -$132K -798 -1%
SIG
2304
Spinnaker Investment Group
California
$8.92M +$108K +653 +1%
GAMC
2305
Garner Asset Management Corp
Texas
$8.91M +$49.6K +301 +0.6%
FNT
2306
First National Trust
Pennsylvania
$8.91M +$667K +49,449 +8%
MWA
2307
MFA Wealth Advisors
Pennsylvania
$8.9M +$13.2K +80 +0.1%
PP
2308
Pacifica Partners
Canada
$8.9M -$24.1K -147 -0.3%
I
2309
INVST
Indiana
$8.89M -$900K -5,344 -9%
JA
2310
JVL Associates
Michigan
$8.89M +$167K +1,011 +2%
HIS
2311
Horizon Investment Services
Indiana
$8.89M -$1.14M -6,884 -11%
FCB
2312
First County Bank
Connecticut
$8.89M +$250K +1,518 +3%
LL
2313
LWMG LLC
Minnesota
$8.87M -$481K -2,916 -5%
ACS
2314
Archford Capital Strategies
Illinois
$8.86M -$279K -1,705 -3%
SMWM
2315
Silvia McColl Wealth Management
California
$8.85M -$35K -212 -0.4%
SWS
2316
SYSTM Wealth Solutions
Illinois
$8.84M -$2.04M -12,353 -19%
AIM
2317
Aurora Investment Managers
Florida
$8.83M -$607K -3,678 -6%
P
2318
Paradiem
Louisiana
$8.83M
CCM
2319
Carlson Capital Management
Minnesota
$8.82M -$45.2K -274 -0.5%
WAOTB
2320
Wealth Advisors of Tampa Bay
Florida
$8.82M +$34.5K +209 +0.4%
MA
2321
Modus Advisors
Minnesota
$8.82M -$23.3K -141 -0.3%
LFA
2322
Laraway Financial Advisors
Minnesota
$8.82M -$422K -2,561 -5%
IIC
2323
Integrated Investment Consultants
Michigan
$8.8M -$230K -1,395 -3%
SFS
2324
Searcy Financial Services
Kansas
$8.79M +$275K +1,665 +3%
BZWA
2325
Blue Zone Wealth Advisors
California
$8.78M -$75.7K -459 -0.9%