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 %
NWA
3101
New World Advisors
Massachusetts
$4.33M -$69.5K -406 -2%
PWM
3102
Prosperity Wealth Management
California
$4.33M -$142K -829 -3%
DPI
3103
Diversified Portfolios Inc
Michigan
$4.33M -$351K -2,052 -8%
CIA
3104
Cascade Investment Advisors
Oregon
$4.33M -$374K -2,183 -8%
PWA
3105
Primoris Wealth Advisors
Florida
$4.32M -$35.3K -206 -0.8%
LF
3106
Lantz Financial
Illinois
$4.32M -$6.34K -37 -0.1%
DA
3107
Doliver Advisors
Texas
$4.32M +$39.7K +232 +0.9%
EIA
3108
Eldridge Investment Advisors
New Hampshire
$4.3M +$48.8K +285 +1%
TA
3109
Tectonic Advisors
Texas
$4.3M +$124K +726 +3%
PAM
3110
Paradigm Asset Management
New York
$4.3M -$171K -1,000 -4%
CFG
3111
Carr Financial Group
Massachusetts
$4.29M +$1.09M +6,173 +34%
APF
3112
Alaska Permanent Fund
Alaska
$4.29M +$1.53M +8,925 +55%
FFA
3113
Fortune Financial Advisors
Kansas
$4.28M -$48.3K -282 -1%
USB
3114
Union Savings Bank
Connecticut
$4.28M +$65.7K +384 +2%
BAG
3115
Briggs Advisory Group
Rhode Island
$4.28M -$86.8K -507 -2%
MWVC
3116
Morgens Waterfall Vintiadis & Co
New York
$4.28M -$685K -4,000 -14%
AOI
3117
Auto-Owners Insurance
Michigan
$4.28M
MCIA
3118
Mountain Capital Investment Advisors
Colorado
$4.28M +$7.46K +40 +0.2%
CFP
3119
Curran Financial Partners
South Carolina
$4.28M +$114K +665 +3%
SWM
3120
Selective Wealth Management
Virginia
$4.27M -$152K -877 -3%
FA
3121
Financial Advisors
Massachusetts
$4.27M -$169K -989 -4%
BCM
3122
Brasada Capital Management
Texas
$4.27M -$107K -600 -2%
WPA
3123
West Paces Advisors
Georgia
$4.27M -$711K -4,154 -14%
MRWM
3124
ML&R Wealth Management
Texas
$4.26M -$4.31M -25,167 -50%
CPCM
3125
Cardinal Point Capital Management
Ontario, Canada
$4.26M +$266K +1,551 +7%