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 %
SCP
2651
Shorepoint Capital Partners
Massachusetts
$6.77M -$152K -886 -2%
EIG
2652
Ellenbecker Investment Group
Wisconsin
$6.76M +$205K +1,197 +3%
LBWM
2653
Left Brain Wealth Management
Illinois
$6.75M -$23.8K -139 -0.4%
SIG
2654
Sky Investment Group
Connecticut
$6.73M +$112K +652 +2%
PWM
2655
PBMares Wealth Management
Virginia
$6.72M -$145K -849 -2%
CA
2656
Cambridge Advisors
Nebraska
$6.72M -$136K -792 -2%
BIA
2657
Benchmark Investment Advisors
Illinois
$6.72M -$77.2K -451 -1%
HWM
2658
Heirloom Wealth Management
Colorado
$6.72M -$176K -1,029 -3%
EWA
2659
Encompass Wealth Advisors
Oregon
$6.71M +$429K +2,505 +7%
WFMPM
2660
Woodley Farra Manion Portfolio Management
Indiana
$6.71M +$885K +5,170 +15%
WGCA
2661
Wolf Group Capital Advisors
Virginia
$6.68M -$212K -1,240 -3%
CC
2662
Commons Capital
Massachusetts
$6.68M -$347K -2,026 -5%
LFM
2663
LGT Fund Management
Liechtenstein
$6.65M -$452K -2,600 -6%
ACM
2664
AUA Capital Management
Pennsylvania
$6.65M +$450K +2,629 +7%
WCG
2665
Weaver Consulting Group
California
$6.65M -$32K -187 -0.5%
OPWM
2666
Oxinas Partners Wealth Management
Indiana
$6.64M -$591K -3,449 -8%
KCM
2667
Kennedy Capital Management
Missouri
$6.63M +$623K +3,636 +10%
LTI
2668
Laffer Tengler Investments
Tennessee
$6.62M +$1.17M +6,830 +21%
CCM
2669
Colorado Capital Management
Colorado
$6.62M -$191K -1,118 -3%
WFI
2670
West Family Investments
California
$6.61M +$10.8K +63 +0.2%
IWM
2671
Integris Wealth Management
California
$6.61M +$3.59M +20,977 +119%
RDFA
2672
Ritter Daniher Financial Advisory
Ohio
$6.6M +$43.7K +255 +0.7%
WAM
2673
WFA Asset Management
Wisconsin
$6.6M +$85.4K +499 +1%
VPP
2674
Vertex Planning Partners
Illinois
$6.59M +$50.2K +293 +0.8%
HCM
2675
Hall Capital Management
Rhode Island
$6.59M +$90.7K +530 +1%