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 %
RCA
2676
Ranch Capital Advisors
Florida
$6.59M -$25.3K -148 -0.4%
PGAM
2677
Princeton Global Asset Management
New Jersey
$6.57M +$1.2M +7,016 +22%
SHFA
2678
SC&H Financial Advisors
Maryland
$6.57M -$827K -4,828 -11%
CFG
2679
Cambridge Financial Group
Ohio
$6.53M +$6.53M +38,164 New
CFSG
2680
Clark Financial Services Group
Missouri
$6.53M +$718K +4,193 +12%
GAG
2681
Goodman Advisory Group
Massachusetts
$6.52M +$1.01M +5,880 +18%
ATWA
2682
Arbor Trust Wealth Advisors
Michigan
$6.51M -$106K -622 -2%
RA
2683
Ruggaard & Associates
Ohio
$6.48M -$16.1K -94 -0.2%
WAL
2684
W Advisors LLC
Tennessee
$6.46M +$63.5K +371 +1%
BV
2685
Boxwood Ventures
Illinois
$6.46M
OCM
2686
Objective Capital Management
Ohio
$6.45M +$211K +1,230 +3%
WA
2687
Whitebox Advisors
Minnesota
$6.42M +$6.42M +37,500 New
PRC
2688
Pearl River Capital
Michigan
$6.41M +$3.81M +22,270 +147%
TFF
2689
The Family Firm
Maryland
$6.41M -$379K -2,212 -6%
FPFS
2690
First Personal Financial Services
North Carolina
$6.41M +$418K +2,439 +7%
GWWM
2691
Great Waters Wealth Management
Minnesota
$6.41M -$15.4K -87 -0.2%
FWA
2692
FSM Wealth Advisors
Ohio
$6.4M -$374K -2,185 -6%
WP
2693
WealthSpring Partners
California
$6.4M +$36.3K +212 +0.6%
CPP
2694
Capasso Planning Partners
South Carolina
$6.4M +$37.2K +217 +0.6%
GWP
2695
Gateway Wealth Partners
Wisconsin
$6.4M +$24.7K +144 +0.4%
LFGO
2696
Legacy Financial Group (Oklahoma)
Oklahoma
$6.38M -$39.9K -233 -0.6%
HWM
2697
Hohimer Wealth Management
Washington
$6.38M -$39.7K -232 -0.6%
VC
2698
Veracity Capital
Georgia
$6.37M +$230K +1,345 +4%
BWP
2699
Bernardo Wealth Planning
Pennsylvania
$6.37M +$34.6K +202 +0.5%
JFA
2700
JNBA Financial Advisors
Minnesota
$6.36M +$13.4K +78 +0.2%