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 %
EP
4001
Essential Planning
New Hampshire
$1.37M -$88.5K -517 -6%
HSWM
4002
Hubbell Strickland Wealth Management
Louisiana
$1.37M -$14.9K -87 -1%
JCIA
4003
Jackson Creek Investment Advisors
Colorado
$1.37M
Aristotle Capital Management
4004
Aristotle Capital Management
California
$1.37M
PWC
4005
PYA Waltman Capital
Tennessee
$1.37M
PWA
4006
PCG Wealth Advisors
Kansas
$1.36M +$95.7K +559 +8%
LTL
4007
Lowery Thomas LLC
California
$1.36M +$4.79K +28 +0.4%
HIF
4008
Hill Island Financial
Michigan
$1.36M +$109K +635 +9%
TWD
4009
True Wealth Design
Ohio
$1.36M -$342 -2 -0%
SCP
4010
Stevens Capital Partners
Nebraska
$1.35M +$4.97K +29 +0.4%
GCC
4011
Game Creek Capital
Massachusetts
$1.35M -$21.4K -125 -2%
PSC
4012
Prentiss Smith & Co
Vermont
$1.34M +$247K +1,440 +22%
SPIA
4013
Strategic Point Investment Advisors
Rhode Island
$1.34M -$100K -584 -7%
EAM
4014
Empirical Asset Management
Massachusetts
$1.34M +$247K +1,442 +23%
CG
4015
Cynosure Group
Utah
$1.34M -$268K -1,563 -17%
CI
4016
CAZ Investments
Texas
$1.34M
WCM
4017
Wealthcare Capital Management
Virginia
$1.33M -$410K -2,396 -24%
NECFA
4018
New England Capital Financial Advisors
Connecticut
$1.33M -$26.4K -154 -2%
BA
4019
Ballew Advisors
Mississippi
$1.33M -$84.9K -489 -6%
HWMT
4020
Heritage Wealth Management (Texas)
Texas
$1.33M +$235K +1,372 +22%
AA
4021
Axiom Advisory
California
$1.32M +$32.7K +191 +3%
MFS
4022
McNamara Financial Services
Massachusetts
$1.31M +$856 +5 +0.1%
AFA
4023
AllGen Financial Advisors
Florida
$1.31M -$484K -2,829 -27%
AA
4024
Aufman Associates
Pennsylvania
$1.31M -$26.2K -153 -2%
HCA
4025
Heck Capital Advisors
Wisconsin
$1.31M +$13.7K +80 +1%