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 %
ASA
2326
Armstrong Shaw Associates
Connecticut
$8.77M -$195K -1,180 -2%
PAM
2327
Paradigm Asset Management
New York
$8.77M -$8.25K -50 -0.1%
RW
2328
Rede Wealth
Virginia
$8.75M -$13K -79 -0.1%
SWM
2329
Scissortail Wealth Management
Oklahoma
$8.74M +$8.74M +53,015 New
EAM
2330
Eukles Asset Management
Ohio
$8.73M -$47K -285 -0.5%
FEG
2331
Financial Enhancement Group
Indiana
$8.72M -$1.21M -7,018 -12%
BIP
2332
Blueprint Investment Partners
North Carolina
$8.72M +$6.82M +41,383 +360%
MFGM
2333
Marshall Financial Group (Maryland)
Maryland
$8.72M +$26.1K +158 +0.3%
CWM
2334
Chesapeake Wealth Management
Virginia
$8.71M -$80.3K -487 -0.9%
EFG
2335
Everhart Financial Group
Ohio
$8.71M +$2.53M +15,349 +41%
EG
2336
Ellerson Group
Maryland
$8.68M -$36.3K -220 -0.4%
BI
2337
Ballast Inc
Kentucky
$8.68M -$55.1K -334 -0.6%
CCFP
2338
Charles Carroll Financial Partners
Massachusetts
$8.67M -$106K -640 -1%
ACM
2339
AlphaStar Capital Management
North Carolina
$8.67M -$8.59M -52,103 -50%
AAMA
2340
Advanced Asset Management Advisors
Ohio
$8.66M +$16.5K +100 +0.2%
IIM
2341
Intact Investment Management
Quebec, Canada
$8.66M +$231K +1,400 +3%
CSI
2342
Cross Staff Investments
New York
$8.64M -$194K -1,178 -2%
PGA
2343
Portland Global Advisors
Maine
$8.62M -$434K -2,632 -5%
LAM
2344
L2 Asset Management
Massachusetts
$8.59M +$1.02M +6,161 +13%
PFM
2345
Peak Financial Management
Massachusetts
$8.58M -$12.7K -77 -0.1%
MFS
2346
Monetta Financial Services
Illinois
$8.57M
IFAM
2347
Institutional & Family Asset Management
Colorado
$8.57M +$358K +2,168 +4%
LWMG
2348
Levy Wealth Management Group
Pennsylvania
$8.57M +$184K +1,118 +2%
HFA
2349
High Falls Advisors
New York
$8.56M +$232K +1,404 +3%
SIM
2350
Seaview Investment Managers
Florida
$8.55M +$476K +2,885 +6%