4,558 hedge funds and large institutions have $1.82T invested in Apple in 2023 Q2 according to their latest regulatory filings, with 193 funds opening new positions, 1,569 increasing their positions, 2,518 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,558
Holders Change
+70
Holders Change %
+1.56%
% of All Funds
71.88%
Holding in Top 10
2,837
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+4.92%
% of All Funds
44.74%
New
193
Increased
1,569
Reduced
2,518
Closed
80
Calls
$57.9B
Puts
$51.4B
Net Calls
+$6.56B
Net Calls Change
+$8.53B
Name Holding Trade Value Shares
Change
Shares
Change %
FNA
2526
First National Advisers
Nebraska
$8.48M +$2.18M +11,219 +35%
WLPWM
2527
Walled Lake Planning & Wealth Management
Illinois
$8.48M +$187K +965 +2%
UBG
2528
United Bank (Georgia)
Georgia
$8.48M -$412K -2,122 -5%
TP
2529
Tranquility Partners
Tennessee
$8.48M -$174K -899 -2%
NWM
2530
Northcape Wealth Management
New York
$8.46M -$328K -1,689 -4%
BDWCC
2531
B&D White Capital Company
Texas
$8.45M +$2.4M +15,973 +40%
EAM
2532
EFG Asset Management
Oregon
$8.45M -$661K -3,410 -7%
PWA
2533
Providence Wealth Advisors
Illinois
$8.44M -$52.2K -273 -0.6%
WWG
2534
West Wealth Group
California
$8.44M -$2.13K -11 -0%
FBT
2535
First Bankers Trust
Kentucky
$8.39M -$349K -1,797 -4%
LFM
2536
Lumina Fund Management
New York
$8.38M
SHFA
2537
SC&H Financial Advisors
Maryland
$8.38M +$555K +2,861 +7%
WMA
2538
West Michigan Advisors
Michigan
$8.35M +$118K +606 +1%
RFA
2539
Resurgent Financial Advisors
Georgia
$8.33M -$2.72K -14 -0%
OIM
2540
Oder Investment Management
California
$8.33M -$181K -932 -2%
GB
2541
Goepper Burkhardt
South Carolina
$8.32M +$40.7K +210 +0.5%
UAML
2542
US Asset Management LLC
Pennsylvania
$8.31M -$184K -949 -2%
3IP
2543
3Chopt Investment Partners
Virginia
$8.31M -$249K -1,284 -3%
ANB
2544
Amarillo National Bank
Texas
$8.29M -$215K -1,107 -3%
JPLA
2545
Joseph P. Lucia & Associates
New York
$8.29M -$177K -910 -2%
GAA
2546
Global Assets Advisory
Florida
$8.29M +$521K +2,691 +7%
BCM
2547
Bourgeon Capital Management
Connecticut
$8.28M -$54.5K -281 -0.7%
HC
2548
Hourglass Capital
Texas
$8.27M -$168K -865 -2%
CASB
2549
Cape Ann Savings Bank
Massachusetts
$8.25M -$154K -793 -2%
LA
2550
Lindenwold Advisors
Pennsylvania
$8.25M -$1.25M -6,444 -13%