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 %
MWVC
2951
Morgens Waterfall Vintiadis & Co
New York
$5.63M -$97K -500 -2%
MWPCG
2952
Measured Wealth Private Client Group
New Hampshire
$5.6M -$77.4K -399 -1%
EWM
2953
Elmwood Wealth Management
California
$5.6M -$1.01M -5,228 -15%
HCM
2954
Hudson Capital Management
New Jersey
$5.59M -$79.3K -409 -1%
PFP
2955
Paragon Financial Partners
California
$5.57M +$6.4K +33 +0.1%
RIM
2956
RW Investment Management
Idaho
$5.56M -$81.9K -422 -1%
BWG
2957
Beta Wealth Group
California
$5.56M -$535K -2,756 -9%
EL
2958
Essex LLC
Illinois
$5.56M -$58.4K -301 -1%
MWP
2959
Madison Wealth Partners
Wisconsin
$5.54M -$12.4K -64 -0.2%
LFA
2960
Landmark Financial Advisors
Kentucky
$5.54M -$193K -994 -3%
CCS
2961
Concentric Capital Strategies
Connecticut
$5.53M +$5.53M +28,531 New
SDWMA
2962
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.53M +$20.8K +107 +0.4%
CA
2963
Cortland Associates
Missouri
$5.53M -$310K -1,599 -5%
HG
2964
Herbst Group
Connecticut
$5.52M -$274K -1,414 -5%
PFC
2965
Phocas Financial Corp
California
$5.5M +$192K +991 +4%
CFFP
2966
Center for Financial Planning
Michigan
$5.5M +$25.4K +131 +0.5%
DIP
2967
DT Investment Partners
Pennsylvania
$5.49M
AA
2968
Addison Advisors
Vermont
$5.47M -$23.1K -119 -0.4%
MLIC
2969
Mandatum Life Insurance Company
Finland
$5.46M -$1.84M -9,500 -25%
PO
2970
Private Ocean
California
$5.45M +$814K +4,198 +18%
AWM
2971
Accel Wealth Management
Iowa
$5.44M +$644K +3,322 +13%
TCM
2972
Tandem Capital Management
New Jersey
$5.43M -$9.7K -50 -0.2%
BF
2973
Blankinship & Foster
California
$5.43M +$388 +2 +0%
SMA
2974
Seven Mile Advisory
New Jersey
$5.43M +$5.43M +27,999 New
IF
2975
Integrity Financial
Wyoming
$5.43M -$27.4K -141 -0.5%