4,578 hedge funds and large institutions have $1.6T invested in Apple in 2023 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 1,774 increasing their positions, 2,365 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,578
Holders Change
+20
Holders Change %
+0.44%
% of All Funds
72.99%
Holding in Top 10
2,736
Holding in Top 10 Change
-101
Holding in Top 10 Change %
-3.56%
% of All Funds
43.62%
New
167
Increased
1,774
Reduced
2,365
Closed
94
Calls
$46.9B
Puts
$49.7B
Net Calls
-$2.82B
Net Calls Change
-$9.38B
Name Holding Trade Value Shares
Change
Shares
Change %
FA
2551
Faithward Advisors
Pennsylvania
$7.35M +$305K +1,649 +4%
IPW
2552
Impact Partnership Wealth
Georgia
$7.35M +$5.76M +33,659 +364%
RFA
2553
Resurgent Financial Advisors
Georgia
$7.34M -$7.71K -45 -0.1%
GB
2554
Goepper Burkhardt
South Carolina
$7.34M -$1.03K -6 -0%
SIC
2555
Samalin Investment Counsel
New York
$7.33M +$210K +1,229 +3%
OIM
2556
Oder Investment Management
California
$7.33M -$21.4K -125 -0.3%
ANB
2557
Amarillo National Bank
Texas
$7.31M
JBA
2558
Johnson Bixby & Associates
Washington
$7.31M +$231K +1,350 +3%
VWM
2559
Vigilare Wealth Management
Arizona
$7.31M -$456K -2,664 -6%
HGWM
2560
Horst & Graben Wealth Management
Oregon
$7.31M +$466K +2,719 +7%
IFPG
2561
Intrepid Financial Planning Group
Indiana
$7.3M -$202K -1,182 -3%
MPA
2562
Marvin & Palmer Associates
Delaware
$7.29M -$1.33M -7,769 -15%
NAG
2563
Northstar Advisory Group
New Jersey
$7.28M -$1.12M -6,563 -13%
BCM
2564
Bourgeon Capital Management
Connecticut
$7.27M -$32.5K -190 -0.4%
EL
2565
EMFO LLC
Florida
$7.25M +$21.6K +126 +0.3%
PSCM
2566
Per Stirling Capital Management
Texas
$7.25M -$436K -2,548 -6%
HC
2567
Hourglass Capital
Texas
$7.25M -$53.9K -315 -0.7%
GC
2568
Gilbert & Cook
Iowa
$7.24M -$1.31M -7,675 -15%
LA
2569
Lindenwold Advisors
Pennsylvania
$7.24M -$40.1K -234 -0.6%
SCM
2570
Spreng Capital Management
Ohio
$7.24M +$16.3K +95 +0.2%
SFS
2571
Solitude Financial Services
Virginia
$7.23M -$326K -1,906 -4%
AL
2572
ACAS LLC
California
$7.23M +$32.4K +189 +0.4%
BIA
2573
Beacon Investment Advisors
Maryland
$7.22M +$31.8K +186 +0.4%
GWCM
2574
Godshalk Welsh Capital Management
Pennsylvania
$7.22M -$274K -1,600 -4%
SWIM
2575
Smallwood Wealth Investment Management
New Jersey
$7.22M +$42.3K +247 +0.6%