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 %
AWAU
4051
Alliance Wealth Advisors (Utah)
Utah
$1.26M -$139K -811 -10%
MIAS
4052
Mason Investment Advisory Services
Virginia
$1.26M +$57.2K +334 +5%
RCA
4053
Reitz Capital Advisors
Michigan
$1.25M -$3.5M -19,592 -74%
HAS
4054
Holland Advisory Services
Florida
$1.25M +$190K +1,108 +18%
NF
4055
Norwood Financial
Pennsylvania
$1.24M -$10.3K -60 -0.8%
BWM
4056
Biltmore Wealth Management
Arizona
$1.24M +$2.06K +12 +0.2%
AWM
4057
Altus Wealth Management
Kentucky
$1.24M +$185K +1,080 +18%
CPWM
4058
Cypress Point Wealth Management
Texas
$1.24M +$1.06M +6,169 +589%
TA
4059
TCM Advisors
West Virginia
$1.23M -$1.6M
MAM
4060
Milestone Asset Management
Pennsylvania
$1.23M +$122K +702 +11%
FSA
4061
Financial Sense Advisors
California
$1.23M -$2.91K -17 -0.2%
TFG
4062
Tilson Financial Group
New Jersey
$1.23M +$1.23M +7,157 New
EARNEST Partners
4063
EARNEST Partners
Georgia
$1.22M
CIS
4064
Continental Investors Services
Washington
$1.22M -$1.17M -6,853 -49%
CP
4065
Coho Partners
Pennsylvania
$1.22M -$93K -543 -7%
KWM
4066
Kanen Wealth Management
Florida
$1.22M
IFA
4067
Interactive Financial Advisors
Illinois
$1.21M
MSRI
4068
Michael S. Ryan Inc
New York
$1.21M +$5.98K +35 +0.5%
TCM
4069
Teza Capital Management
Illinois
$1.21M +$1.21M +7,082 New
ADMI
4070
Albert D. Mason Inc
Massachusetts
$1.21M
LEFP
4071
Leading Edge Financial Planning
Tennessee
$1.21M -$1.2K -7 -0.1%
FA
4072
Fortis Advisors
Pennsylvania
$1.21M
EMFAT
4073
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.21M -$27.1K -158 -2%
SGA
4074
Seaport Global Advisors
Massachusetts
$1.2M -$298K -1,738 -20%
CP
4075
Castleview Partners
Texas
$1.2M +$139K +813 +13%