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 %
WAOI
3376
Wealth Advisors of Iowa
Iowa
$3.22M -$7.7K -45 -0.2%
VAM
3377
Verity Asset Management
North Carolina
$3.22M -$24.1K -141 -0.7%
CSWG
3378
Cardinal Strategic Wealth Guidance
Kentucky
$3.22M -$29.1K -170 -0.9%
OQS
3379
Occudo Quantitative Strategies
Florida
$3.21M +$2.39M +13,968 +292%
TFA
3380
Tobias Financial Advisors
Florida
$3.2M -$4.11K -24 -0.1%
MMM
3381
Mendel Money Management
Illinois
$3.19M -$234K -1,366 -7%
PFA
3382
Pathway Financial Advisors
Vermont
$3.19M +$86.1K +503 +3%
CBC
3383
Coombe, Bender & Co
New York
$3.19M -$279K -1,632 -8%
HFRG
3384
Houlihan Financial Resource Group
Virginia
$3.19M +$3.19M +18,668 New
CWM
3385
Cahill Wealth Management
Michigan
$3.19M +$171 +1 +0%
GSC
3386
G&S Capital
Colorado
$3.18M +$323K +1,887 +11%
NRC
3387
New Republic Capital
North Carolina
$3.18M +$313K +1,830 +11%
RWRC
3388
R.W. Roge & Company
New York
$3.17M +$11.3K +67 +0.4%
CWA
3389
CJM Wealth Advisers
Virginia
$3.17M +$71.2K +416 +2%
CI
3390
Cavalier Investments
Georgia
$3.17M +$114K +664 +4%
TCMP
3391
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.16M +$327K +1,911 +12%
GFG
3392
Goldstone Financial Group
Illinois
$3.16M +$39.9K +233 +1%
EHWM
3393
Eads & Heald Wealth Management
Georgia
$3.15M -$83.7K -489 -3%
T
3394
TNF
Montana
$3.15M +$3.51K +20 +0.1%
CNFG
3395
Creegan & Nassoura Financial Group
New Hampshire
$3.15M -$169K -990 -5%
DWA
3396
Delap Wealth Advisory
Oregon
$3.15M +$2.68M +15,669 +577%
TCM
3397
Tributary Capital Management
Nebraska
$3.15M -$46.2K -270 -1%
AWM
3398
AllSquare Wealth Management
New York
$3.14M -$59.1K -345 -2%
ACA
3399
Aspire Capital Advisors
Washington
$3.14M +$733K +4,279 +30%
AWM
3400
Avaii Wealth Management
Wisconsin
$3.14M +$244K +1,423 +8%