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 %
AIM
2876
AHL Investment Management
Florida
$5.42M -$43K -251 -0.8%
WFS
2877
Widmann Financial Services
Maryland
$5.41M -$72.6K -424 -1%
PVH
2878
Psagot Value Holdings
Israel
$5.41M -$717K -4,200 -12%
WAG
2879
Windsor Advisory Group
Ohio
$5.41M +$368K +2,151 +7%
MAC
2880
Mason & Associates (California)
California
$5.4M -$89.5K -523 -2%
WJA
2881
Willis Johnson & Associates
Texas
$5.4M +$59.4K +347 +1%
SPFA
2882
Summit Place Financial Advisors
New Jersey
$5.4M -$295K -1,724 -5%
TIM
2883
Total Investment Management
Arizona
$5.39M +$1.01M +5,894 +23%
HIM
2884
Herald Investment Management
United Kingdom
$5.39M
TFA
2885
Trinity Financial Advisors
Ohio
$5.38M -$114K -667 -2%
WWM
2886
Windsor Wealth Management
Indiana
$5.37M -$4.11K -24 -0.1%
KC
2887
Kenfarb & Co
Kentucky
$5.36M -$9.42K -55 -0.2%
RDIA
2888
RE Dickinson Investment Advisors
Iowa
$5.35M +$342 +2 +0%
CMTU
2889
Capital Markets Trading (UK)
United Kingdom
$5.33M +$2.17M +12,662 +69%
ECA
2890
Elevated Capital Advisors
Utah
$5.33M +$54.8K +320 +1%
SGWM
2891
Sterling Group Wealth Management
California
$5.31M +$2.08M +12,148 +64%
SR
2892
Syntax Research
Florida
$5.29M +$5.29M +30,917 New
NED
2893
Nancy E. Dempze
$5.29M -$53.1K -310 -1%
DJYG
2894
David J. Yvars Group
Florida
$5.27M -$124K -723 -2%
PCFFS
2895
Pacific Center for Financial Services
California
$5.27M +$77.9K +455 +2%
PBO
2896
Peoples Bank (Ohio)
Ohio
$5.25M -$124K -724 -2%
CFFP
2897
Center for Financial Planning
Michigan
$5.25M +$392K +2,287 +8%
BWM
2898
BCS Wealth Management
Tennessee
$5.23M +$5.23M +30,569 New
HA
2899
Harfst & Associates
Wyoming
$5.23M -$214K -1,248 -4%
GAAM
2900
Guinness Atkinson Asset Management
California
$5.22M