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 %
MFT
3726
Moisand Fitzgerald Tamayo
Florida
$2.1M +$128K +747 +6%
VFPI
3727
Vantage Financial Partners (Illinois)
Illinois
$2.1M +$487K +2,846 +30%
SWA
3728
Strata Wealth Advisors
Texas
$2.09M +$2.09M +12,236 New
DA
3729
Drake & Associates
Wisconsin
$2.09M -$215K -1,256 -9%
PFT
3730
Providence First Trust
Arizona
$2.09M -$111K -650 -5%
PIWA
3731
Prevail Innovative Wealth Advisors
Kansas
$2.09M +$1.11M +6,461 +113%
SF
3732
Safeguard Financial
Wisconsin
$2.08M +$137K +799 +7%
CWA
3733
Core Wealth Advisors
Florida
$2.08M -$22.3K -130 -1%
OGF
3734
Orin Green Financial
California
$2.08M +$2.06K +12 +0.1%
AR
3735
Apeiron RIA
Texas
$2.08M -$7.88K -46 -0.4%
RWA
3736
Rooted Wealth Advisors
Illinois
$2.08M -$691K -3,642 -25%
BPFA
3737
Barnes Pettey Financial Advisors
Mississippi
$2.07M -$11.5K -67 -0.6%
NOI
3738
Newton One Investments
Delaware
$2.07M +$2.91K +17 +0.1%
GA
3739
Greytown Advisors
Florida
$2.06M +$22.8K +133 +1%
WI
3740
Wedgewood Investors
Pennsylvania
$2.06M -$68.5K -400 -3%
KIC
3741
Keating Investment Counselors
Florida
$2.06M +$705K +4,120 +52%
MFG
3742
Monte Financial Group
Connecticut
$2.05M -$103K -601 -5%
RFA
3743
RTD Financial Advisors
Pennsylvania
$2.05M -$4.45K -26 -0.2%
FPIS
3744
Financial Planning & Information Services
Wisconsin
$2.05M +$156K +911 +8%
UCB
3745
United Community Bank
South Carolina
$2.04M -$16.3K -95 -0.8%
RCG
3746
Resource Consulting Group
Florida
$2.04M -$512K -2,989 -20%
MCM
3747
Mainstay Capital Management
Michigan
$2.04M -$320K -1,870 -14%
PTCG
3748
Pring Turner Capital Group
California
$2.04M -$1.71K -10 -0.1%
HIG
3749
Heritage Investment Group
Florida
$2.04M -$381K -2,223 -16%
MSWMA
3750
Market Street Wealth Management Advisors
Indiana
$2.03M +$423K +2,471 +26%