4,558 hedge funds and large institutions have $1.82T invested in Apple in 2023 Q2 according to their latest regulatory filings, with 193 funds opening new positions, 1,569 increasing their positions, 2,518 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,558
Holders Change
+70
Holders Change %
+1.56%
% of All Funds
71.88%
Holding in Top 10
2,837
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+4.92%
% of All Funds
44.74%
New
193
Increased
1,569
Reduced
2,518
Closed
80
Calls
$57.9B
Puts
$51.4B
Net Calls
+$6.56B
Net Calls Change
+$8.53B
Name Holding Trade Value Shares
Change
Shares
Change %
MPM
4051
MBB Public Markets
Illinois
$1.31M
RWM
4052
Revisor Wealth Management
Ohio
$1.31M +$244K +1,256 +23%
LFS
4053
Lutz Financial Services
Nebraska
$1.3M -$681K -3,513 -34%
GA
4054
GoalVest Advisory
New York
$1.29M +$256K +1,318 +25%
WMR
4055
Wealth Management Resources
Rhode Island
$1.29M +$47.3K +244 +4%
GCWM
4056
Graham Capital Wealth Management
District of Columbia
$1.29M -$19.4K -100 -1%
MFC
4057
Morris Financial Concepts
South Carolina
$1.29M -$13.8K -71 -1%
MWP
4058
Meredith Wealth Planning
Illinois
$1.29M -$487K -2,513 -27%
LFASL
4059
Lugano Financial Advisors SA (LFA)
Switzerland
$1.29M +$1.15M +5,916 +827%
JF
4060
Joule Financial
Kentucky
$1.28M -$94.5K -487 -7%
FIBT
4061
First International Bank & Trust
North Dakota
$1.28M -$18.4K -95 -1%
BA
4062
BCM Advisors
Louisiana
$1.28M +$722K +3,787 +129%
CWM
4063
Cedar Wealth Management
California
$1.28M -$128K -658 -9%
YAL
4064
Your Advocates Ltd
Texas
$1.28M +$7.76K +40 +0.6%
TWM
4065
Trinity Wealth Management
Pennsylvania
$1.28M -$65.2K -336 -5%
FA
4066
Financial Alternatives
California
$1.27M -$14.2K -73 -1%
AMIM
4067
Aull & Monroe Investment Management
Alabama
$1.27M
RA
4068
Rodgers & Associates
Pennsylvania
$1.27M +$33.4K +172 +3%
ACM
4069
Arlington Capital Management
Illinois
$1.27M +$8.54K +44 +0.7%
FFM
4070
Flagstone Financial Management
Nebraska
$1.27M -$970 -5 -0.1%
AFWM
4071
AMJ Financial Wealth Management
Virginia
$1.26M +$176K +909 +16%
SA
4072
Stewardship Advisors
Pennsylvania
$1.26M +$75.3K +388 +6%
BC
4073
BIT Capital
Germany
$1.26M -$106K -549 -8%
RCM
4074
Requisite Capital Management
Texas
$1.26M -$10.3K -53 -0.8%
NWMG
4075
National Wealth Management Group
Ohio
$1.25M +$102K +566 +9%