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 %
KA
2376
Kozak & Associates
Colorado
$8.31M +$202K +1,228 +2%
NGM
2377
North Growth Management
British Columbia, Canada
$8.3M -$166K -1,000 -2%
Group One Trading
2378
Group One Trading
Illinois
$8.29M -$70.1M -424,822 -89%
WA
2379
Wambolt & Associates
Colorado
$8.26M -$375K -5,375 -4%
Capstone Investment Advisors
2380
Capstone Investment Advisors
New York
$8.25M -$23M -139,459 -74%
BRCM
2381
Bright Rock Capital Management
Massachusetts
$8.25M +$3.3M +20,000 +67%
SKK
2382
Shepherd Kaplan Krochuk
Massachusetts
$8.21M -$11.2K -68 -0.1%
KAS
2383
Kemnay Advisory Services
New York
$8.21M -$7.99M -48,468 -49%
LGA
2384
Lebenthal Global Advisors
New York
$8.21M +$90.9K +551 +1%
APW
2385
Acima Private Wealth
Virginia
$8.2M +$280K +1,699 +4%
TF
2386
TimeScale Financial
Massachusetts
$8.19M +$141K +853 +2%
CVM
2387
Cheviot Value Management
California
$8.17M +$319K +1,936 +4%
MSA
2388
Marino Stram & Associates
Massachusetts
$8.16M -$483K -2,929 -6%
WCA
2389
Waypoint Capital Advisors
Minnesota
$8.16M -$230K -1,397 -3%
TC
2390
TAP Consulting
Missouri
$8.15M -$218K -1,323 -3%
RB
2391
Richmond Brothers
Michigan
$8.15M -$2.6M -15,775 -24%
DBRC
2392
D.B. Root & Company
Pennsylvania
$8.15M -$219K -1,329 -3%
6F
2393
626 Financial
Michigan
$8.15M +$295K +1,791 +4%
MTIM
2394
Marathon Trading Investment Management
Pennsylvania
$8.14M -$6.04M -36,635 -43%
RFWA
2395
RPg Family Wealth Advisory
Massachusetts
$8.14M +$262K +1,589 +3%
SOAMC
2396
Spirit of America Management Corp
New York
$8.13M -$742K -4,500 -8%
KCFA
2397
Key Client Fiduciary Advisors
New Jersey
$8.12M +$141K +853 +2%
FLI
2398
Family Legacy Inc
South Carolina
$8.12M +$145K +878 +2%
PP
2399
Patron Partners
Texas
$8.12M +$31.2K +189 +0.4%
NW
2400
Naviter Wealth
Arkansas
$8.11M -$1.74M -10,558 -18%