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 %
EWA
3001
Evolution Wealth Advisors
Florida
$4.76M -$595K -3,476 -11%
OFS
3002
OneAscent Financial Services
Alabama
$4.74M +$4.74M +27,699 New
SA
3003
SFI Advisors
New Jersey
$4.74M +$39.4K +230 +0.8%
MWPCG
3004
Measured Wealth Private Client Group
New Hampshire
$4.73M -$215K -1,254 -4%
AC
3005
Addison Capital
Pennsylvania
$4.73M +$93.1K +544 +2%
VIA
3006
Vickerman Investment Advisors
Washington
$4.72M -$299K -1,748 -6%
CFCI
3007
Comprehensive Financial Consultants Institutional
Indiana
$4.72M +$168K +982 +4%
WW
3008
Westshore Wealth
California
$4.71M -$345K -2,014 -7%
CWM
3009
Collaborative Wealth Management
Florida
$4.7M -$61.3K -358 -1%
CWM
3010
Cahaba Wealth Management
Georgia
$4.7M -$51.5K -301 -1%
MS
3011
Marshall & Sullivan
Washington
$4.7M -$34.8K -203 -0.7%
MWM
3012
Moran Wealth Management
Florida
$4.7M -$11.8M -68,899 -72%
BC
3013
Barrett & Company
Rhode Island
$4.69M +$74.3K +434 +2%
AAM
3014
Austin Asset Management
Texas
$4.68M +$13.4K +78 +0.3%
FP
3015
Factorial Partners
New York
$4.68M
CCM
3016
Connective Capital Management
California
$4.68M
TBNY
3017
Trustco Bank (New York)
New York
$4.68M -$22.4K -131 -0.5%
WMG
3018
WESCAP Management Group
California
$4.68M
HH
3019
HWG Holdings
Texas
$4.66M -$3.65M -21,302 -44%
BCFS
3020
Butensky & Cohen Financial Security
Florida
$4.66M +$108K +633 +2%
AWM
3021
Arista Wealth Management
Nevada
$4.65M +$112K +654 +2%
CS
3022
Crescent Sterling
Louisiana
$4.64M -$500K -2,920 -10%
DI
3023
DDFG Inc
California
$4.63M -$33.4K -195 -0.7%
MPW
3024
MGO Private Wealth
California
$4.63M -$5.14K -30 -0.1%
SPWM
3025
Schrum Private Wealth Management
Florida
$4.6M -$34.4K -201 -0.7%