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 %
AFGAS
3601
Allegiance Financial Group Advisory Services
Virginia
$2.46M +$259K +1,513 +12%
GC
3602
Giverny Capital
Quebec, Canada
$2.46M +$1.88K +11 +0.1%
RCI
3603
RS Crum Inc
California
$2.46M +$51.7K +302 +2%
DWMG
3604
DB Wealth Management Group
California
$2.45M +$221K +1,289 +10%
SFPG
3605
Stonebridge Financial Planning Group
Florida
$2.45M +$4.28K +25 +0.2%
SSWG
3606
Seven Springs Wealth Group
Tennessee
$2.45M
CIR
3607
Clear Investment Research
Georgia
$2.44M +$22.3K +130 +0.9%
FCM
3608
Fortis Capital Management
Washington
$2.44M +$129K +752 +6%
WCM
3609
Wallace Capital Management
Texas
$2.44M -$42.8K -250 -2%
CAS
3610
Coppell Advisory Solutions
Texas
$2.44M -$206K -1,586 -8%
OWM
3611
OneAscent Wealth Management
Alabama
$2.43M +$2.43M +14,212 New
KCM
3612
Kennicott Capital Management
California
$2.43M -$5.46M -31,912 -69%
GIM
3613
Greenwich Investment Management
Connecticut
$2.42M -$120K -700 -5%
AWMT
3614
AAFMAA Wealth Management & Trust
North Carolina
$2.42M -$742K -4,334 -23%
CPW
3615
Catalyst Private Wealth
California
$2.42M -$175K -1,025 -7%
CWA
3616
Capital Wealth Alliance
Arizona
$2.41M -$46.9K -274 -2%
RCG
3617
Rock Creek Group
District of Columbia
$2.41M -$1.11M -6,499 -32%
MAA
3618
Mraz Amerine & Associates
California
$2.41M -$72.6K -424 -3%
BCM
3619
Barden Capital Management
Texas
$2.4M +$257K +1,501 +12%
WWM
3620
WJ Wealth Management
Arizona
$2.4M +$46.2K +270 +2%
CGF
3621
Constant Guidance Financial
Massachusetts
$2.4M +$2.4M +13,869 New
PFA
3622
Peak Financial Advisors
Colorado
$2.4M +$279K +1,629 +13%
RGI
3623
River Global Investors
United Kingdom
$2.39M
GIM
3624
Groesbeck Investment Management
New Jersey
$2.39M +$42.8K +250 +2%
FF
3625
Francis Financial
$2.38M +$32.7K +191 +1%