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 %
PSF
2626
Pacific Sun Financial
California
$6.93M +$103K +599 +2%
OCM
2627
Orser Capital Management
Texas
$6.93M
BC
2628
Bruce & Co
Illinois
$6.9M -$3.17M -18,501 -31%
BSA
2629
Bull Street Advisors
Georgia
$6.89M +$8.05K +47 +0.1%
AFA
2630
American Financial Advisors
Georgia
$6.89M +$1.37K +8 +0%
WF
2631
Wayfinding Financial
Washington
$6.89M -$54.2K -312 -0.8%
GF
2632
Gries Financial
Ohio
$6.89M -$604K -3,525 -8%
VW
2633
Vance Wealth
California
$6.88M +$51.2K +299 +0.7%
EFH
2634
Eaton Financial Holdings
Florida
$6.88M +$6.88M +40,201 New
PCI
2635
Planning Center Inc
Illinois
$6.87M -$190K -1,107 -3%
TCPWM
2636
Traverso Chambers Private Wealth Management
California
$6.86M +$21.6K +126 +0.3%
KSCM
2637
Kamunting Street Capital Management
Florida
$6.85M +$6.85M +40,000 New
TWP
2638
Tempus Wealth Planning
California
$6.85M -$229K -1,336 -3%
AFC
2639
AFT Forsyth & Company
Florida
$6.84M +$36.8K +215 +0.5%
EFL
2640
ERn Financial LLC
Wisconsin
$6.84M +$94.7K +553 +1%
SLG
2641
Stanley-Laman Group
Pennsylvania
$6.84M -$389K -2,271 -5%
ES
2642
Eagle Strategies
New York
$6.84M +$1.22M +7,110 +22%
FFA
2643
Fi3 Financial Advisors
Indiana
$6.84M +$364K +2,127 +6%
IAS
2644
IMA Advisory Services
Colorado
$6.82M -$110K -640 -2%
SGCA
2645
Steel Grove Capital Advisors
Tennessee
$6.79M +$177K +1,033 +3%
SCM
2646
Sitrin Capital Management
California
$6.78M +$789K +4,611 +13%
BWM
2647
Bulltick Wealth Management
Florida
$6.78M +$46.9K +274 +0.7%
DWM
2648
Denver Wealth Management
Colorado
$6.78M -$52.4K -306 -0.8%
WWP
2649
WR Wealth Planners
Missouri
$6.77M -$13.4K -78 -0.2%
OIM
2650
Orca Investment Management
Oregon
$6.77M +$236K +1,380 +4%