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 %
MAM
3126
MWA Asset Management
Massachusetts
$4.26M +$4.26M +24,904 New
WFAG
3127
Worth Financial Advisory Group
North Carolina
$4.25M +$104K +605 +2%
CWM
3128
Curi Wealth Management
North Carolina
$4.25M -$3.46M -20,203 -45%
EGM
3129
Engineers Gate Manager
New York
$4.25M +$4.25M +24,827 New
SEC
3130
Seven Eight Capital
New York
$4.24M +$4.24M +24,771 New
BHIC
3131
Bassett Hargrove Investment Counsel
Delaware
$4.23M -$57.4K -335 -1%
SA
3132
Sicart Associates
New York
$4.23M
PWM
3133
Penobscot Wealth Management
Maine
$4.23M +$282K +1,650 +7%
HCM
3134
Hengehold Capital Management
Ohio
$4.22M +$21.1K +123 +0.5%
IA
3135
IAM Advisory
Pennsylvania
$4.22M -$21.4K -125 -0.5%
CIA
3136
Compass Ion Advisors
Pennsylvania
$4.21M +$1.82M +10,628 +76%
CGFA
3137
Colton Groome Financial Advisors
North Carolina
$4.21M +$263K +1,537 +7%
DWA
3138
Dougherty Wealth Advisers
Minnesota
$4.21M -$685 -4 -0%
SFG
3139
Summit Financial Group
West Virginia
$4.21M -$194K -1,135 -4%
LSIA
3140
LaSalle St. Investment Advisors
Illinois
$4.19M +$684K +3,993 +19%
KWM
3141
KFG Wealth Management
Indiana
$4.19M +$88.2K +515 +2%
Dodge & Cox
3142
Dodge & Cox
California
$4.19M -$34.2K -200 -0.8%
KIA
3143
Kraematon Investment Advisors
Massachusetts
$4.18M +$4.11K +24 +0.1%
MPIA
3144
Mountain Pacific Investment Advisers
Idaho
$4.18M +$37.7K +220 +0.9%
FIM
3145
FWL Investment Management
Texas
$4.18M -$84.6K -494 -2%
SFG
3146
Snider Financial Group
Washington
$4.16M +$136K +793 +3%
MMHP
3147
Murphy Middleton Hinkle & Parker
Georgia
$4.16M -$365K -2,132 -8%
AGA
3148
Accuvest Global Advisors
Utah
$4.16M +$230K +1,342 +6%
FMP
3149
Financial Management Professionals
Texas
$4.14M -$141K -823 -3%
LCWP
3150
Legacy Capital Wealth Partners
Arkansas
$4.13M +$4.13M +24,121 New