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 %
TSW
3876
Three Seasons Wealth
Utah
$1.76M +$1.76M +10,259 New
CFGSD
3877
Compass Financial Group (South Dakota)
South Dakota
$1.76M -$4.97K -29 -0.3%
SC
3878
Stephens Consulting
Michigan
$1.75M -$26.5K -155 -1%
SGC
3879
Slocum, Gordon & Co
Rhode Island
$1.75M +$51.4K +300 +3%
OA
3880
Operose Advisors
Wisconsin
$1.75M +$201K +1,176 +13%
TWA
3881
Talisman Wealth Advisors
New Jersey
$1.74M -$4.11K -24 -0.2%
LFA
3882
Level Financial Advisors
New York
$1.73M -$22.4K -131 -1%
PWM
3883
Peterson Wealth Management
Nevada
$1.73M +$366K +2,138 +27%
HKAM
3884
Horizon Kinetics Asset Management
New York
$1.73M -$125K -729 -7%
PGF
3885
Plan Group Financial
Oklahoma
$1.73M -$1.52M -8,886 -47%
LFDLE
3886
La Financiere de L'Echiquier
France
$1.72M +$186K +1,088 +12%
CG
3887
Clifford Group
Massachusetts
$1.72M -$6.34K -37 -0.4%
EA
3888
Echo45 Advisors
California
$1.72M -$61.6K -360 -3%
JMF
3889
Johnson Midwest Financial
Iowa
$1.72M +$22.1K +129 +1%
SI
3890
SCP Investment
California
$1.71M
CWM
3891
Compass Wealth Management
Connecticut
$1.71M -$240K -1,400 -12%
TC
3892
Trilogy Capital
California
$1.71M -$194K -1,132 -10%
BAWC
3893
Boyce & Associates Wealth Consulting
Texas
$1.71M -$35.6K -208 -2%
CISOA
3894
Capital Investment Services of America
Wisconsin
$1.7M +$41.6K +243 +3%
CSIA
3895
Conrad Siegel Investment Advisors
Pennsylvania
$1.7M +$348K +2,033 +26%
I2I
3896
Insight 2811 Inc
Illinois
$1.7M -$40.1K -234 -2%
PBC
3897
Pavion Blue Capital
California
$1.69M -$19K -120 -1%
GKIM
3898
GW&K Investment Management
Massachusetts
$1.69M +$357K +2,083 +27%
APS
3899
American Planning Services
Florida
$1.69M +$24.8K +145 +1%
CWA
3900
Consilio Wealth Advisors
Washington
$1.69M +$19.3K +112 +1%