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 %
CIM
2351
CIM Investment Management
Pennsylvania
$8.55M +$358K +2,170 +4%
TFM
2352
TFC Financial Management
Massachusetts
$8.54M +$331K +2,007 +4%
WAC
2353
William Allan Corp
Colorado
$8.53M -$9.56K -58 -0.1%
PA
2354
Planning Alternatives
Michigan
$8.52M -$174K -1,056 -2%
AR
2355
Advisory Research
Illinois
$8.51M -$9.09M -55,146 -52%
CA
2356
Calton & Associates
Florida
$8.5M -$4.78M -28,975 -36%
MPA
2357
Marvin & Palmer Associates
Delaware
$8.5M +$858K +5,203 +11%
FA
2358
Faithward Advisors
Pennsylvania
$8.5M +$2.36M +13,575 +38%
TFA
2359
Triad Financial Advisors
North Carolina
$8.48M -$329K -1,994 -4%
NSB
2360
Norway Savings Bank
Maine
$8.45M -$76K -461 -0.9%
GA
2361
Gateway Advisory
New Jersey
$8.44M +$240K +1,453 +3%
CA
2362
Centerpoint Advisors
Massachusetts
$8.44M +$632K +3,831 +8%
MAM
2363
Mystic Asset Management
Rhode Island
$8.42M -$193K -1,172 -2%
AF
2364
Affiance Financial
Minnesota
$8.42M -$51.8K -314 -0.6%
NLP
2365
Next Level Private
New York
$8.41M -$55.2K -335 -0.7%
PVH
2366
Psagot Value Holdings
Israel
$8.39M -$6.27M -38,943 -43%
WCFA
2367
Walkner Condon Financial Advisors
Wisconsin
$8.38M +$199K +1,207 +2%
KCM
2368
Kathmere Capital Management
Pennsylvania
$8.38M +$272K +1,648 +3%
CA
2369
Cambridge Advisors
Nebraska
$8.37M -$183K -1,111 -2%
TFGT
2370
TS Financial Group (TSFG)
Illinois
$8.37M -$131K -792 -2%
AIC
2371
Ayalon Insurance Company
Israel
$8.35M +$130K +790 +2%
CWM
2372
Concentric Wealth Management
California
$8.33M +$335K +2,031 +4%
GCA
2373
Genesee Capital Advisors
New York
$8.32M -$189K -1,146 -2%
CIA
2374
Cohen Investment Advisors
New Hampshire
$8.32M -$86.9K -527 -1%
ABLA
2375
Alan B. Lancz & Associates
Ohio
$8.32M -$113K -685 -1%