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 %
WMG
3001
WESCAP Management Group
California
$5.3M -$219K -1,129 -4%
DPI
3002
Diversified Portfolios Inc
Michigan
$5.3M -$3.49M -17,970 -40%
AAM
3003
Austin Asset Management
Texas
$5.29M +$1.53M +7,901 +41%
GC
3004
Gould Capital
Washington
$5.29M -$349K -1,798 -6%
DI
3005
DDFG Inc
California
$5.28M -$58.2K -300 -1%
GPA
3006
Guerra Pan Advisors
New Jersey
$5.27M -$18.2K -94 -0.3%
SPWM
3007
Schrum Private Wealth Management
Florida
$5.25M +$1.16K +6 +0%
CST
3008
Charles Schwab Trust
Nevada
$5.25M -$31.2K -176 -0.6%
EWS
3009
Evergreen Wealth Solutions
Pennsylvania
$5.25M -$292K -1,506 -5%
AC
3010
Addison Capital
Pennsylvania
$5.25M +$178K +920 +4%
MPW
3011
MGO Private Wealth
California
$5.25M -$191K -983 -4%
MA
3012
MBA Advisors
Pennsylvania
$5.24M -$370K -1,908 -7%
BC
3013
Barrett & Company
Rhode Island
$5.23M +$30.6K +158 +0.6%
JDR
3014
Jay D. Rosenbaum
$5.23M +$29.7K +153 +0.6%
KPWG
3015
KFA Private Wealth Group
Virginia
$5.23M -$81.7K -421 -2%
TWM
3016
Triton Wealth Management
Arizona
$5.22M +$20.2K +105 +0.4%
ACM
3017
Antonetti Capital Management
Florida
$5.22M -$23.5K -121 -0.4%
MWM
3018
Mascoma Wealth Management
New Hampshire
$5.21M -$1.08M -6,020 -17%
RPSA
3019
Richard P. Slaughter Associates
Texas
$5.21M -$108K -558 -2%
PWP
3020
Pursue Wealth Partners
California
$5.2M -$90.2K -465 -2%
FWS
3021
FinDec Wealth Services
California
$5.2M +$67.3K +347 +1%
DWM
3022
Dechtman Wealth Management
Colorado
$5.2M +$5.2M +26,784 New
DFG
3023
Demars Financial Group
Washington
$5.19M -$69.1K -356 -1%
CPA
3024
Court Place Advisors
Maryland
$5.19M +$194 +1 +0%
AIC
3025
Argus Investors Counsel
New York
$5.18M +$43.5K +224 +0.8%