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 %
VDI
2701
Vaughan David Investments
Illinois
$6.35M +$302K +1,766 +5%
LCP
2702
LGT Capital Partners
Switzerland
$6.35M
IP
2703
Investment Partners
Ohio
$6.35M -$172K -1,005 -3%
SIAG
2704
Signet Investment Advisory Group
Rhode Island
$6.35M +$7.53K +44 +0.1%
CCB
2705
Cutter & Co Brokerage
Missouri
$6.34M +$6.51K +38 +0.1%
IWS
2706
Insight Wealth Strategies
California
$6.34M +$203K +1,184 +3%
WBCM
2707
Wilson & Boucher Capital Management
California
$6.33M +$35.6K +208 +0.6%
BFWA
2708
Benchmark Financial Wealth Advisors
Florida
$6.32M +$28.4K +166 +0.5%
GDP
2709
Great Diamond Partners
Maine
$6.32M +$1.04M +6,057 +20%
ACM
2710
Allred Capital Management
Texas
$6.31M -$13.4K -78 -0.2%
WW
2711
Windle Wealth
Oklahoma
$6.31M -$601K -3,510 -9%
CCA
2712
Cora Capital Advisors
New Jersey
$6.3M -$210K -1,225 -3%
UIA
2713
Ulland Investment Advisors
Minnesota
$6.3M +$11.3K +66 +0.2%
TPW
2714
Tiller Private Wealth
Pennsylvania
$6.29M +$321K +1,874 +5%
OCM
2715
Osterweis Capital Management
California
$6.28M
MFS
2716
Madrona Financial Services
Washington
$6.28M +$2.98M +17,413 +90%
ACM
2717
Alcosta Capital Management
California
$6.28M +$19.2K +112 +0.3%
BIA
2718
Barry Investment Advisors
Massachusetts
$6.27M -$3M -17,540 -32%
DOA
2719
D'Orazio & Associates
Virginia
$6.27M +$44.5K +260 +0.7%
MC
2720
Matisse Capital
Oregon
$6.25M -$1.5M -8,758 -19%
AIC
2721
Archer Investment Corporation
Indiana
$6.25M +$250K +1,460 +4%
PVAMC
2722
PPS&V Asset Management Consultants
Michigan
$6.25M +$611K +3,571 +11%
PWG
2723
Portside Wealth Group
Utah
$6.23M -$195K -1,137 -3%
MA
2724
McBroom & Associates
Nevada
$6.23M +$35.3K +206 +0.6%
CG
2725
Corundum Group
Colorado
$6.22M -$362K -2,116 -6%