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 %
CWA
2426
Clarus Wealth Advisors
Arizona
$7.91M -$1.02M -6,223 -11%
OL
2427
Owen LaRue
Kentucky
$7.9M
DI
2428
DAGCO Inc
Ohio
$7.9M -$42.2K -256 -0.5%
TIM
2429
Thompson Investment Management
Wisconsin
$7.9M +$405K +2,455 +5%
PWSG
2430
Pacific Wealth Strategies Group
California
$7.89M -$776K -4,705 -9%
JE
2431
JMAC Enterprises
Pennsylvania
$7.89M +$117K +707 +1%
APWM
2432
Atlas Private Wealth Management
New York
$7.89M +$516K +3,128 +7%
AIIMS
2433
Analyst IMS Investment Management Services
Israel
$7.88M -$227K -1,396 -3%
RTC
2434
Riverview Trust Company
Washington
$7.88M -$39.7K -241 -0.5%
RI
2435
Redwood Investments
Massachusetts
$7.88M +$47.5K +288 +0.6%
SIC
2436
Samalin Investment Counsel
New York
$7.87M -$579K -3,509 -7%
PWM
2437
Purus Wealth Management
California
$7.85M -$71.7K -435 -0.9%
RA
2438
Ruggaard & Associates
Ohio
$7.82M +$7.82M +47,445 New
HH
2439
HWG Holdings
Texas
$7.81M -$623K -3,779 -7%
PWS
2440
Paragon Wealth Strategies
Florida
$7.8M +$9.07K +55 +0.1%
BMM
2441
Buffington Mohr McNeal
Idaho
$7.8M -$32.8K -199 -0.4%
TI
2442
Truepoint Inc
Ohio
$7.8M -$1.29M -7,806 -14%
GA
2443
Geller Advisors
New York
$7.79M +$1.53M +9,268 +24%
CCA
2444
Childress Capital Advisors
Texas
$7.79M -$677K -4,107 -8%
CC
2445
Cornerstone Capital
California
$7.78M -$262K -1,590 -3%
CHJWM
2446
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.78M -$170K -982 -2%
HCM
2447
Highview Capital Management
Illinois
$7.76M +$554K +3,359 +8%
VWM
2448
Vigilare Wealth Management
Arizona
$7.75M -$515K -3,122 -6%
EAM
2449
EFG Asset Management
Oregon
$7.75M -$805K -4,886 -9%
QT
2450
Quantbot Technologies
New York
$7.75M -$4.82M -29,221 -38%