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 %
PCWA
2801
Pacific Capital Wealth Advisors
California
$5.8M -$34.2K -200 -0.6%
CIC
2802
Chase Investment Counsel
Virginia
$5.8M -$21.2K -124 -0.4%
HI
2803
Hudock Inc
Pennsylvania
$5.78M +$93.3K +545 +2%
LFP
2804
Lakeshore Financial Planning
Michigan
$5.78M +$5.78M +33,741 New
MHWM
2805
Montz Harcus Wealth Management
Louisiana
$5.78M +$22.4K +131 +0.4%
SMA
2806
Seven Mile Advisory
New Jersey
$5.78M +$981K +5,732 +20%
MM
2807
Meridian Management
Arkansas
$5.77M +$126K +735 +2%
LWM
2808
Lodestone Wealth Management
Washington
$5.76M -$13.2K -77 -0.2%
SFG
2809
Sather Financial Group
Texas
$5.76M -$2.14M -12,476 -27%
PPW
2810
Pasadena Private Wealth
California
$5.75M +$8.56K +50 +0.1%
MAG
2811
Mayfair Advisory Group
Alabama
$5.75M +$49.9K +280 +0.9%
IAG
2812
Investment Advisory Group
Massachusetts
$5.74M -$94K -549 -2%
CGH
2813
CMG Global Holdings
Texas
$5.74M +$337K +1,971 +6%
SW
2814
StrongBox Wealth
Missouri
$5.73M +$183K +1,067 +3%
PAA
2815
Peregrine Asset Advisers
Oregon
$5.73M +$3.45M +20,122 +151%
SV
2816
Sturgeon Ventures
United Kingdom
$5.72M -$279K -1,632 -5%
EA
2817
Eclectic Associates
California
$5.72M -$101K -590 -2%
SRWM
2818
Shira Ridge Wealth Management
California
$5.71M +$240K +1,400 +4%
FPGT
2819
Financial Partners Group (Tennessee)
Tennessee
$5.71M +$176K +1,026 +3%
PSP
2820
Pacific Sage Partners
Washington
$5.71M -$58.9K -344 -1%
NRW
2821
Nova R Wealth
Kansas
$5.71M -$31.2K -182 -0.5%
FSCM
2822
Front Street Capital Management
Montana
$5.7M +$49K +286 +0.9%
SFP
2823
Sweet Financial Partners
Minnesota
$5.69M +$36.1K +211 +0.6%
EB
2824
Exchange Bank
California
$5.69M +$231K +1,352 +4%
Members Trust
2825
Members Trust
Florida
$5.69M -$218K -1,279 -4%