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 %
RG
3176
Retirement Group
California
$4.47M +$24.1K +124 +0.5%
CGFA
3177
Colton Groome Financial Advisors
North Carolina
$4.47M +$634K +3,271 +17%
BWM
3178
Birchcreek Wealth Management
Ohio
$4.47M +$143K +738 +3%
PWM
3179
Penobscot Wealth Management
Maine
$4.47M +$121K +623 +3%
RWI
3180
Red Wave Investments
Pennsylvania
$4.46M +$25.8K +133 +0.6%
MPAM
3181
Murphy Pohlad Asset Management
Minnesota
$4.45M -$102K -524 -2%
AGA
3182
Accuvest Global Advisors
Utah
$4.45M -$25.1M -129,179 -85%
HIIFS
3183
Harel Insurance Investments & Financial Services
Israel
$4.45M -$84.1M -442,028 -95%
NJBEST
3184
New Jersey Better Educational Savings Trust
New Jersey
$4.45M
LP
3185
LGL Partners
Pennsylvania
$4.44M -$96.6K -498 -2%
FFP
3186
Forbes Financial Planning
Rhode Island
$4.44M -$582K -2,999 -12%
WA
3187
WESPAC Advisors
California
$4.43M +$711K +3,668 +19%
MIS
3188
Morningstar Investment Services
Illinois
$4.43M +$1.44M +7,618 +48%
I
3189
IMPACTfolio
Colorado
$4.42M +$167K +860 +4%
MCIA
3190
Mountain Capital Investment Advisors
Colorado
$4.42M +$120K +624 +3%
CIA
3191
Cape Investment Advisory
Georgia
$4.41M +$864K +4,455 +24%
RIM
3192
Rockbridge Investment Management
New York
$4.4M -$328K -1,690 -7%
AWC
3193
Adamsbrown Wealth Consultants
Kansas
$4.4M +$92.7K +478 +2%
ACM
3194
Ategra Capital Management
Virginia
$4.39M -$81.3K -419 -2%
WFA
3195
WMG Financial Advisors
Tennessee
$4.38M +$298K +1,535 +7%
BAM
3196
Bosun Asset Management
Illinois
$4.36M -$4.32M -22,285 -50%
GITFIT
3197
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$4.35M -$119K -613 -3%
CWM
3198
Campbell Wealth Management
Virginia
$4.34M +$528K +2,723 +14%
SCA
3199
Southern Capital Advisors
Tennessee
$4.34M -$243K -1,255 -5%
FFC
3200
First Financial Corp
Indiana
$4.34M -$334K -1,724 -7%