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 %
PWM
3801
Prentice Wealth Management
New York
$1.9M +$4.79K +28 +0.3%
WIM
3802
Warwick Investment Management
Texas
$1.9M +$1.88K +11 +0.1%
SWM
3803
Shakespeare Wealth Management
Wisconsin
$1.9M +$457K +2,669 +32%
RFP
3804
Roth Financial Partners
Texas
$1.89M +$137K +800 +8%
RWA
3805
Redmont Wealth Advisors
Illinois
$1.89M +$856 +5 +0%
PAG
3806
Powers Advisory Group
Illinois
$1.89M +$12.7K +74 +0.7%
SL
3807
Stevard LLC
Illinois
$1.89M +$4.62K +27 +0.2%
KHC
3808
Koesten Hirschmann & Crabtree
Kansas
$1.89M +$171 +1 +0%
FWM
3809
ForthRight Wealth Management
Georgia
$1.89M -$134K -783 -7%
SJL
3810
Shayne & Jacobs LLC
Tennessee
$1.89M +$1.89M +11,026 New
PWA
3811
Peterson Wealth Advisors
Utah
$1.89M -$5.65K -33 -0.3%
TAM
3812
Tealwood Asset Management
Minnesota
$1.89M -$20.9K -122 -1%
JGCM
3813
Joseph Group Capital Management
Ohio
$1.89M +$171 +1 +0%
LC
3814
Longitude (Cayman)
Cayman Islands
$1.88M +$171K +1,000 +10%
Legacy Financial Group (Iowa)
3815
Legacy Financial Group (Iowa)
Iowa
$1.88M +$7.88K +46 +0.4%
KWM
3816
Kaydan Wealth Management
Michigan
$1.88M -$107K -627 -5%
RIP
3817
RAM Investment Partners
Washington
$1.88M -$64.7K -378 -3%
FCM
3818
Fairbanks Capital Management
California
$1.87M -$271K -1,583 -13%
FPTW
3819
Franklin, Parlapiano, Turner & Welch
Texas
$1.87M
UCI
3820
Uncommon Cents Investing
Wisconsin
$1.87M -$128K -750 -6%
PCC
3821
Park Circle Company
Maryland
$1.87M
PG
3822
Prostatis Group
Maryland
$1.86M -$60.7M -348,478 -97%
WCWM
3823
Wooster Corthell Wealth Management
Connecticut
$1.86M -$90.1K -526 -5%
TWM
3824
Tolleson Wealth Management
Texas
$1.86M -$395K -2,308 -18%
DP
3825
Divergent Planning
Maryland
$1.86M +$61.9K +346 +3%