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 %
NRI
2726
NFP Retirement Inc
California
$6.22M +$37.7K +220 +0.6%
MFG
2727
Midwest Financial Group
Kansas
$6.21M +$299K +1,749 +5%
LC
2728
LCNB Corp
Ohio
$6.2M -$286K -1,668 -4%
BCM
2729
Boltwood Capital Management
California
$6.19M -$2.57K -15 -0%
DCM
2730
Delta Capital Management
New Jersey
$6.19M -$245K -1,430 -4%
ODFS
2731
O'Donnell Financial Services
California
$6.18M -$105K -616 -2%
SIC
2732
Shoker Investment Counsel
Ohio
$6.17M -$48.8K -285 -0.8%
FWM
2733
Fingerlakes Wealth Management
New York
$6.16M -$30.3K -177 -0.5%
GCM
2734
Genus Capital Management
British Columbia, Canada
$6.16M -$1.89M -11,040 -23%
NC
2735
NewSquare Capital
Pennsylvania
$6.16M +$179K +1,044 +3%
AWM
2736
Ameliora Wealth Management
Switzerland
$6.14M +$878K +5,129 +17%
WR
2737
WD Rutherford
Oregon
$6.14M -$577K -3,369 -9%
JWM
2738
Janiczek Wealth Management
Colorado
$6.13M +$2.58M +15,056 +73%
LF
2739
LifeSteps Financial
California
$6.12M -$16.1K -94 -0.3%
CSPAM
2740
Cary Street Partners Asset Management
Virginia
$6.11M -$138K -808 -2%
SG
2741
Somerset Group
Minnesota
$6.08M -$387K -2,262 -6%
RLWM
2742
RF&L Wealth Management
Massachusetts
$6.05M -$4.28K -25 -0.1%
MWM
2743
Marion Wealth Management
Pennsylvania
$6.05M +$213K +1,242 +4%
GWM
2744
Gitterman Wealth Management
New Jersey
$6.04M +$194K +1,136 +3%
CF
2745
Corrigan Financial
Rhode Island
$6.04M -$12.2K -71 -0.2%
MIS
2746
Morningstar Investment Services
Illinois
$6.03M +$2.05M +12,000 +51%
VCP
2747
Vista Capital Partners
Oregon
$6.02M -$412K -2,406 -6%
AL
2748
Arnhold LLC
New York
$6.02M
HWM
2749
Howard Wealth Management
Connecticut
$6.01M -$19.7K -115 -0.3%
FIM
2750
Fruth Investment Management
Texas
$6.01M -$81.3K -475 -1%