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 %
DL
3301
DOHJ LLC
Washington
$3.52M -$119K -683 -3%
LWAM
3302
Legacy Wealth Asset Management
Minnesota
$3.51M +$342 +2 +0%
FWM
3303
FSA Wealth Management
Massachusetts
$3.51M +$42.5K +248 +1%
AWAP
3304
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.51M -$218K -1,275 -6%
BHWM
3305
Beaird Harris Wealth Management
Texas
$3.51M +$64.2K +375 +2%
DA
3306
Detalus Advisors
Missouri
$3.5M +$3.77K +22 +0.1%
WFA
3307
WMG Financial Advisors
Tennessee
$3.49M -$370K -2,162 -10%
RWMG
3308
Redwood Wealth Management Group
New Jersey
$3.49M -$17.8K -104 -0.5%
ML
3309
Mayport LLC
Massachusetts
$3.49M -$4.97K -29 -0.1%
IWP
3310
Invenio Wealth Partners
Florida
$3.49M +$172K +1,003 +5%
EPA
3311
Element Pointe Advisors
Florida
$3.49M -$190K -1,108 -5%
BAG
3312
Bridgewealth Advisory Group
California
$3.48M +$11K +64 +0.3%
CAM
3313
CPA Asset Management
Florida
$3.48M +$74.5K +435 +2%
BMM
3314
Berkshire Money Management
Massachusetts
$3.47M -$168K -983 -5%
AWM
3315
Aspire Wealth Management
Massachusetts
$3.47M -$62K -362 -2%
TCOK
3316
Trust Company of Kansas
Kansas
$3.46M +$30.5K +178 +0.9%
PFM
3317
Phillips Financial Management
Indiana
$3.45M +$1.88M +10,962 +119%
GJIA
3318
Glass Jacobson Investment Advisors
Maryland
$3.45M +$79.3K +463 +2%
RGF
3319
Retirement Guys Formula
Ohio
$3.44M +$1.08M +6,308 +46%
GPTE
3320
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.44M
MCI
3321
MRP Capital Investments
Georgia
$3.44M +$1.76M +21,633 +105%
AWM
3322
Austin Wealth Management
Texas
$3.43M +$3.43M +18,043 New
APC
3323
Aspire Private Capital
North Carolina
$3.43M +$21.9K +128 +0.6%
SAMC
3324
Spectrum Asset Management (California)
California
$3.42M -$28.4K -166 -0.8%
VFM
3325
Viking Fund Management
North Dakota
$3.42M