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 %
BWG
2976
Beta Wealth Group
California
$4.87M -$38.7K -226 -0.8%
AWM
2977
Abound Wealth Management
Tennessee
$4.86M +$660K +3,854 +16%
IF
2978
Integrity Financial
Wyoming
$4.86M +$68.8K +402 +1%
AA
2979
Addison Advisors
Vermont
$4.86M +$23.6K +138 +0.5%
PFC
2980
Phocas Financial Corp
California
$4.85M -$12.7K -74 -0.3%
BBNB
2981
Baker Boyer National Bank
Washington
$4.84M -$6.29M -36,711 -57%
SAM
2982
Stansberry Asset Management
Texas
$4.84M -$1.78M -10,374 -27%
MLIC
2983
Mandatum Life Insurance Company
Finland
$4.83M +$8.56K +50 +0.2%
RFA
2984
Register Financial Advisors
Georgia
$4.83M -$190K -1,107 -4%
CF
2985
Copperwynd Financial
Arizona
$4.83M +$1.16M +6,763 +32%
PWP
2986
Pursue Wealth Partners
California
$4.82M +$225K +1,316 +5%
LFA
2987
Landmark Financial Advisors
Kentucky
$4.82M -$67.1K -392 -1%
CA
2988
Cortland Associates
Missouri
$4.82M -$64.9K -379 -1%
AA
2989
Altman Advisors
Illinois
$4.81M +$4.81M +28,115 New
RWA
2990
Rainsberger Wealth Advisors
Colorado
$4.8M -$172K -1,002 -3%
BF
2991
Blankinship & Foster
California
$4.8M +$514 +3 +0%
WFA
2992
Wellspring Financial Advisors
Ohio
$4.8M +$572K +3,340 +14%
WDL
2993
Well Done LLC
Michigan
$4.79M +$272K +1,586 +6%
TC
2994
Truvestments Capital
Florida
$4.79M +$95.9K +560 +2%
HP
2995
Hilltop Partners
Indiana
$4.78M +$269K +1,569 +6%
UAM
2996
Unison Asset Management
Florida
$4.78M +$206K +1,201 +4%
HC
2997
Hamilton Capital
Ohio
$4.76M +$202K +1,180 +4%
TCM
2998
Tandem Capital Management
New Jersey
$4.76M -$31.5K -184 -0.7%
CWG
2999
Crown Wealth Group
North Carolina
$4.76M +$28.2K +165 +0.6%
GSC
3000
Grey Street Capital
Illinois
$4.76M -$30.5K -178 -0.6%