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 %
CTC
3551
Corundum Trust Company
South Dakota
$2.63M -$121K -709 -4%
AW
3552
Avion Wealth
Texas
$2.63M +$49.3K +288 +2%
BCM
3553
Basso Capital Management
Connecticut
$2.63M
GSAM
3554
Grant Street Asset Management
Pennsylvania
$2.63M -$782K -4,569 -23%
AGA
3555
Arkos Global Advisors
Texas
$2.63M +$53.3K +311 +2%
SWM
3556
SFG Wealth Management
Maryland
$2.62M -$28.4K -166 -1%
CPG
3557
Cornerstone Planning Group
New Jersey
$2.62M +$582K +3,399 +29%
CS
3558
Capital Square
Tennessee
$2.61M +$38K +216 +1%
UW
3559
Unique Wealth
Florida
$2.61M +$354K +2,067 +16%
SWRP
3560
Summit Wealth & Retirement Planning
California
$2.61M +$264K +1,540 +11%
CWM
3561
ClientFirst Wealth Management
Arkansas
$2.61M
RFP
3562
Root Financial Partners
California
$2.61M +$76.4K +446 +3%
AL
3563
ADE LLC
Maryland
$2.6M -$1.2K -7 -0%
ACP
3564
Arcus Capital Partners
Georgia
$2.6M +$21.7K +127 +0.8%
PCM
3565
Pointe Capital Management
Michigan
$2.6M -$116K -675 -4%
FWM
3566
Forza Wealth Management
Florida
$2.6M -$107K -625 -4%
FWA
3567
Freedom Wealth Alliance
Wisconsin
$2.59M -$192K -1,120 -7%
WMS
3568
Wealth Management Solutions
Pennsylvania
$2.59M +$1.71K +10 +0.1%
EP
3569
Elkhorn Partners
Nebraska
$2.59M +$1.71K +10 +0.1%
WSWA
3570
Warren Street Wealth Advisors
California
$2.59M +$167K +978 +7%
R
3571
Rebalance
California
$2.59M +$61.6K +360 +2%
FCM
3572
Firestone Capital Management
Florida
$2.58M -$18.3K -107 -0.7%
KWA
3573
Kellett Wealth Advisors
Ohio
$2.58M -$56.2K -328 -2%
GCM
3574
Gallacher Capital Management
Colorado
$2.58M +$59.8K +349 +2%
BCP
3575
Berkeley Capital Partners
Georgia
$2.58M -$24.8K -145 -1%