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 %
BWA
2951
Burt Wealth Advisors
Maryland
$4.99M -$133K -778 -3%
OWA
2952
Opal Wealth Advisors
New York
$4.99M +$231K +1,347 +5%
HP
2953
Hyperion Partners
Pennsylvania
$4.99M +$1.54K +9 +0%
MKC
2954
M. Kraus & Co
Vermont
$4.99M -$49.7K -290 -1%
HCM
2955
Hudson Capital Management
New Jersey
$4.99M +$49.7K +290 +1%
PTC
2956
Provident Trust Company
Wisconsin
$4.98M
AF
2957
Ally Financial
Michigan
$4.97M +$4.97M +29,000 New
FFC
2958
First Financial Corp
Indiana
$4.96M +$1.13M +6,585 +29%
WOC
2959
West Oak Capital
California
$4.95M -$41.3K -241 -0.8%
FSG
2960
Financial Strategies Group
Michigan
$4.95M +$736K +4,152 +17%
KCM
2961
KLK Capital Management
California
$4.94M -$157K -917 -3%
SL
2962
Summitry LLC
California
$4.94M -$51.5K -301 -1%
OCPWS
2963
One Charles Private Wealth Services
Massachusetts
$4.93M -$185K -1,079 -4%
RIM
2964
RW Investment Management
Idaho
$4.93M +$25.2K +147 +0.5%
AA
2965
Argent Advisors
Louisiana
$4.93M -$182K -1,064 -4%
LFS
2966
Legacy Financial Strategies
Kansas
$4.93M +$438K +2,393 +10%
SDWMA
2967
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.92M +$43.3K +253 +0.9%
FOA
2968
Five Oceans Advisors
California
$4.92M +$183K +1,068 +4%
EWM
2969
Elmwood Wealth Management
California
$4.91M -$31.3K -183 -0.6%
PFP
2970
Paragon Financial Partners
California
$4.91M -$5.99K -35 -0.1%
TCWM
2971
Total Clarity Wealth Management
Illinois
$4.91M +$140K +818 +3%
SHA
2972
Seneca House Advisors
Virginia
$4.89M -$51.4K -287 -1%
AWM
2973
Accel Wealth Management
Iowa
$4.88M +$75.7K +442 +2%
LAS
2974
LWM Advisory Services
Florida
$4.87M -$176K -1,025 -3%
MCM
2975
McRae Capital Management
New Jersey
$4.87M -$266K -1,555 -5%