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 %
PWA
3076
Primoris Wealth Advisors
Florida
$4.94M +$78.6K +405 +2%
BCFD
3077
Boit C.F. David
$4.93M +$233K +1,200 +5%
GHA
3078
Granite Harbor Advisors
Texas
$4.93M +$21.1K +109 +0.4%
BMA
3079
Brooks Moore & Associates
Tennessee
$4.93M -$99.9K -515 -2%
OFG
3080
OmniStar Financial Group
North Carolina
$4.92M +$32.6K +168 +0.7%
PHAM
3081
Palisades Hudson Asset Management
Florida
$4.92M -$122K -627 -2%
LWM
3082
Ledge Wealth Management
Minnesota
$4.91M -$954K -4,917 -16%
FFA
3083
Fortune Financial Advisors
Kansas
$4.91M +$4.91M +25,302 New
LF
3084
Lantz Financial
Illinois
$4.91M +$206K +1,062 +4%
RA
3085
Rockingstone Advisors
Massachusetts
$4.91M +$67.3K +347 +1%
QWM
3086
QP Wealth Management
New Jersey
$4.89M -$451K -2,323 -8%
CIC
3087
Cutler Investment Counsel
Oregon
$4.87M -$157K -810 -3%
HS
3088
Horan Securities
United States
$4.87M +$26.2K +135 +0.5%
CWM
3089
Castle Wealth Management
Florida
$4.86M -$140K -724 -3%
SFB
3090
STAR Financial Bank
Indiana
$4.86M -$1.75K -9 -0%
CHA
3091
Cooper/Haims Advisors
New York
$4.86M +$114K +590 +2%
CWA
3092
Centennial Wealth Advisory
Michigan
$4.85M +$175K +904 +4%
AGAM
3093
Audent Global Asset Management
California
$4.85M -$928K -4,783 -16%
SFG
3094
Synergy Financial Group
California
$4.85M +$674K +3,477 +16%
CUAMC
3095
China Universal Asset Management Company
China
$4.85M +$2.14M +11,038 +79%
FMP
3096
Financial Management Professionals
Texas
$4.85M -$1.06M -5,450 -18%
AOI
3097
Auto-Owners Insurance
Michigan
$4.85M
DA
3098
Doliver Advisors
Texas
$4.84M -$88.4K -456 -2%
USB
3099
Union Savings Bank
Connecticut
$4.84M +$4.84M +24,633 New
FIM
3100
FWL Investment Management
Texas
$4.83M -$131K -676 -3%