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 %
CRG
4076
Cornerstone Retirement Group
Nevada
$1.2M -$1.71M -9,959 -59%
FAM
4077
Forte Asset Management
New York
$1.2M
FTA
4078
Financial & Tax Architects
Missouri
$1.19M +$269K +1,574 +29%
SPWG
4079
Sage Private Wealth Group
Illinois
$1.19M +$28.6K +167 +2%
IWP
4080
Insight Wealth Partners
Texas
$1.19M +$28.8K +168 +2%
MFGP
4081
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.19M +$685 +4 +0.1%
LFG
4082
Lockerman Financial Group
California
$1.19M +$7.02K +41 +0.6%
OLA
4083
Oliver Luxxe Assets
New Jersey
$1.19M -$3.08K -18 -0.3%
AFWM
4084
AMJ Financial Wealth Management
Virginia
$1.19M +$77K +450 +7%
SPW
4085
Sonoma Private Wealth
California
$1.19M +$13K +76 +1%
LSC
4086
Lesa Sroufe & Co
Washington
$1.19M +$31.7K +185 +3%
DSN
4087
D. Scott Neal
Kentucky
$1.18M
RWG
4088
Regal Wealth Group
California
$1.18M +$113K +661 +11%
DWA
4089
Delos Wealth Advisors
Texas
$1.18M -$17.5K -93 -1%
PPW
4090
Presilium Private Wealth
Pennsylvania
$1.18M
AIA
4091
Angeles Investment Advisors
California
$1.17M -$339K -1,978 -22%
NWMG
4092
National Wealth Management Group
Ohio
$1.17M -$14.9K -87 -1%
ST
4093
Sageworth Trust
Pennsylvania
$1.17M -$27.4K -160 -2%
DLHL
4094
Donald L. Hagan LLC
Florida
$1.17M -$35.6K -208 -3%
LAM
4095
LifePro Asset Management
California
$1.16M -$1.55M -9,056 -57%
EBWM
4096
Eagle Bluffs Wealth Management
Missouri
$1.16M -$46.4K -271 -4%
BDWCC
4097
B&D White Capital Company
Texas
$1.16M -$8.49M -49,579 -88%
EBSAM
4098
Eubel Brady & Suttman Asset Management
Ohio
$1.16M -$1.03K -6 -0.1%
SA
4099
SRH Advisors
Kansas
$1.16M +$90.2K +527 +8%
WMR
4100
Wealth Management Resources
Rhode Island
$1.16M +$15.2K +89 +1%