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 %
LFS
4126
Lutz Financial Services
Nebraska
$1.08M -$59.6K -348 -5%
TWM
4127
Trinity Wealth Management
Pennsylvania
$1.08M -$44.9K -262 -4%
GWM
4128
Greenhouse Wealth Management
Connecticut
$1.08M +$1.37K +8 +0.1%
IWP
4129
IAG Wealth Partners
Wisconsin
$1.07M +$26.5K +155 +3%
MFG
4130
Mainsail Financial Group
Washington
$1.07M +$98.7K +568 +10%
WWP
4131
Waypoint Wealth Partners
California
$1.07M -$150K -875 -12%
BAMG
4132
Brand Asset Management Group
Missouri
$1.07M -$22.3K -130 -2%
SIC
4133
Schwartz Investment Counsel
Michigan
$1.06M -$240K -1,400 -18%
MS
4134
Mizuho Securities
Japan
$1.06M +$849K +4,960 +400%
MAS
4135
Madden Advisory Services
Florida
$1.06M +$410K +2,392 +63%
MFG
4136
Monumental Financial Group
Maryland
$1.05M +$91.6K +535 +10%
CWA
4137
Clearview Wealth Advisors
Oregon
$1.05M -$217K -1,270 -17%
SOAG
4138
Silver Oak Advisory Group
Oregon
$1.05M +$484K +2,828 +86%
5SA
4139
5th Street Advisors
Connecticut
$1.05M -$761K -4,446 -42%
EPWM
4140
Essex Private Wealth Management
Massachusetts
$1.05M -$45.4K -265 -4%
GWM
4141
GoalFusion Wealth Management
Texas
$1.04M -$685 -4 -0.1%
APC
4142
Asset Planning Corporation
Tennessee
$1.04M +$42.3K +247 +4%
HCA
4143
Hyperion Capital Advisors
New York
$1.04M
PFA
4144
Petra Financial Advisors
Colorado
$1.03M +$349K +2,040 +51%
CCG
4145
Capital CS Group
California
$1.03M -$20.5K -120 -2%
FFM
4146
Flagstone Financial Management
Nebraska
$1.03M -$83.5K -488 -7%
IFO
4147
Independent Family Office
New York
$1.03M +$93.3K +545 +10%
MCM
4148
Mork Capital Management
California
$1.03M -$685K -4,000 -40%
RBCM
4149
Raub Brock Capital Management
California
$1.02M -$15.1K -88 -1%
HFA
4150
Highland Financial Advisors
New Jersey
$1.02M +$21.9K +128 +2%