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 %
HWMG
3351
Hurlow Wealth Management Group
Indiana
$3.31M +$247K +1,441 +8%
PIAS
3352
PCA Investment Advisory Services
Ohio
$3.31M -$34.8K -203 -1%
PWM
3353
Praetorian Wealth Management
California
$3.3M -$4.45K -26 -0.1%
BWM
3354
BCGM Wealth Management
Indiana
$3.3M -$63K -368 -2%
WF
3355
Whelan Financial
California
$3.29M +$156K +909 +5%
SWP
3356
Summit Wealth Partners
Florida
$3.29M +$90.6K +529 +3%
FCM
3357
Family Capital Management
Michigan
$3.29M +$5.65K +33 +0.2%
MGAM
3358
McGowan Group Asset Management
Texas
$3.28M +$45.4K +265 +1%
FH
3359
FWG Holdings
Florida
$3.28M +$59.8K +347 +2%
GPWA
3360
Great Point Wealth Advisors
Massachusetts
$3.28M -$21.4K -125 -0.6%
TCM
3361
Tradewinds Capital Management
Washington
$3.27M -$47.6K -278 -1%
SICM
3362
Sustainable Insight Capital Management
New York
$3.27M +$1.63M +9,500 +99%
RIS
3363
Retirement Income Solutions
Michigan
$3.26M +$9.42K +55 +0.3%
CMANY
3364
Capital Management Associates (New York)
New York
$3.26M -$64.4K -376 -2%
ACM
3365
Antonetti Capital Management
Florida
$3.26M -$1.35M -7,874 -29%
TVAMP
3366
Tennessee Valley Asset Management Partners
Tennessee
$3.26M -$5.31K -31 -0.2%
LOIM
3367
Liberty One Investment Management
Illinois
$3.26M +$85.9K +502 +3%
NFP
3368
Narus Financial Partners
Utah
$3.25M -$8.39K -49 -0.3%
MA
3369
Mosaic Advisors
Texas
$3.25M -$1.88M -10,993 -37%
CFO
3370
Colony Family Offices
North Carolina
$3.24M -$50.7K -296 -2%
SC
3371
Schulhoff & Co
Ohio
$3.24M -$366K -2,135 -10%
FWM
3372
FMB Wealth Management
California
$3.24M +$12K +70 +0.4%
RI
3373
Rinkey Investments
California
$3.23M -$356K -2,082 -10%
FWC
3374
First Washington Corp
Washington
$3.23M +$63K +368 +2%
FWMM
3375
Foundation Wealth Management (Missouri)
Missouri
$3.23M -$39.4K -230 -1%