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 %
PPWM
2776
Paragon Private Wealth Management
Kentucky
$6.6M +$12.8K +66 +0.2%
BFA
2777
Beacon Financial Advisory
Ohio
$6.59M -$99.3K -512 -1%
CIC
2778
Chase Investment Counsel
Virginia
$6.59M +$121K +623 +2%
EA
2779
Eclectic Associates
California
$6.59M -$159K -820 -2%
BAM
2780
BOS Asset Management
Illinois
$6.59M -$4.66K -24 -0.1%
CFSG
2781
Clark Financial Services Group
Missouri
$6.59M -$18.4K -95 -0.3%
DR
2782
Davis Rea
Ontario, Canada
$6.58M -$215K -1,108 -3%
MFP
2783
Meridian Financial Partners
Virginia
$6.58M +$6.58M +34,077 New
MCM
2784
Monument Capital Management
Virginia
$6.57M +$262K +1,351 +4%
PSF
2785
Pacific Sun Financial
California
$6.57M +$6.57M +39,867 New
SFWC
2786
Strategic Family Wealth Counselors
New Jersey
$6.56M -$776 -4 -0%
UC
2787
Unio Capital
New Jersey
$6.55M -$1.08M -5,560 -14%
GWA
2788
GGM Wealth Advisors
Maryland
$6.54M -$5.45K -29 -0.1%
BIM
2789
Barton Investment Management
Pennsylvania
$6.54M +$21.3K +110 +0.3%
LWM
2790
Lodestone Wealth Management
Washington
$6.54M -$134K -692 -2%
PSP
2791
Pacific Sage Partners
Washington
$6.54M +$3.3K +17 +0.1%
EFM
2792
Eley Financial Management
Vermont
$6.53M -$58.2K -300 -0.9%
MHWM
2793
Montz Harcus Wealth Management
Louisiana
$6.52M +$138K +714 +2%
PPW
2794
Pasadena Private Wealth
California
$6.51M -$44.2K -228 -0.7%
NRW
2795
Nova R Wealth
Kansas
$6.5M -$74.5K -384 -1%
WWM
2796
Wagner Wealth Management
South Carolina
$6.49M -$19.2K -99 -0.3%
EA
2797
Ellsworth Advisors
Ohio
$6.47M -$333K -1,716 -5%
MSE
2798
MUFG Securities EMEA
United Kingdom
$6.46M -$61.8M -318,502 -91%
TFO
2799
Tarbox Family Office
California
$6.46M -$67.5K -348 -1%
FI
2800
Fosun International
China
$6.45M