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 %
FWA
2651
FSM Wealth Advisors
Ohio
$7.45M -$102K -540 -1%
RDFA
2652
Ritter Daniher Financial Advisory
Ohio
$7.43M +$148K +762 +2%
EIG
2653
Ellenbecker Investment Group
Wisconsin
$7.43M +$56.8K +293 +0.8%
SIAG
2654
Safeguard Investment Advisory Group
California
$7.42M +$242K +1,249 +3%
GA
2655
Greenspring Advisors
Maryland
$7.42M -$653K -3,365 -8%
VPP
2656
Vertex Planning Partners
Illinois
$7.41M +$1.37M +7,059 +23%
OIM
2657
Orca Investment Management
Oregon
$7.4M -$27.9K -144 -0.4%
IP
2658
Investment Partners
Ohio
$7.38M -$136K -699 -2%
CCA
2659
Cora Capital Advisors
New Jersey
$7.38M +$811K +4,181 +12%
WAM
2660
WFA Asset Management
Wisconsin
$7.38M -$32.2K -166 -0.4%
HCM
2661
Hall Capital Management
Rhode Island
$7.36M -$98K -505 -1%
RA
2662
Ruggaard & Associates
Ohio
$7.36M -$1.84M -9,493 -20%
BFM
2663
Boothbay Fund Management
New York
$7.35M +$5.16M +26,602 +236%
LC
2664
LCNB Corp
Ohio
$7.35M +$30.8K +159 +0.4%
FFA
2665
Fi3 Financial Advisors
Indiana
$7.34M -$11.1K -57 -0.2%
BV
2666
Boxwood Ventures
Illinois
$7.32M -$40.9K -211 -0.6%
SG
2667
Somerset Group
Minnesota
$7.32M
VCP
2668
Vista Capital Partners
Oregon
$7.29M -$199K -1,024 -3%
DCM
2669
Delta Capital Management
New Jersey
$7.29M -$101K -520 -1%
CWA
2670
CM Wealth Advisors
Ohio
$7.28M +$6M +30,647 +470%
PWG
2671
Portside Wealth Group
Utah
$7.28M +$7.28M +37,514 New
LFGO
2672
Legacy Financial Group (Oklahoma)
Oklahoma
$7.28M +$10.5K +54 +0.1%
HWM
2673
Hohimer Wealth Management
Washington
$7.28M -$337K -1,739 -4%
CA
2674
Cresta Advisors
Texas
$7.27M +$345K +1,777 +5%
KHLMTHM
2675
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.26M -$2.12M -11,167 -23%