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 %
DSCM
4151
Del-Sette Capital Management
New York
$1.02M -$161K -940 -14%
FL
4152
Fort LP
Maryland
$1.01M +$136K +793 +15%
RFS
4153
Retirement Financial Solutions
Tennessee
$1.01M -$170K -994 -14%
CWA
4154
CM Wealth Advisors
Ohio
$1.01M -$5.96M -31,774 -85%
KOMWMG
4155
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.01M -$84.9K -496 -8%
HB
4156
Horizon Bancorp
Indiana
$1.01M +$483K +2,824 +92%
ACH
4157
ArrowMark Colorado Holdings
Colorado
$1.01M +$52.7K +308 +6%
PFC
4158
Poplar Forest Capital
California
$1M -$22.8K -133 -2%
AA
4159
ACT Advisors
North Carolina
$1M +$189K +1,103 +23%
CAM
4160
Cobblestone Asset Management
Virginia
$999K +$999K +5,835 New
PPWM
4161
PFG Private Wealth Management
Florida
$997K -$295K -1,722 -23%
TIM
4162
Thornburg Investment Management
New Mexico
$997K -$202K -1,178 -17%
GWM
4163
Guardian Wealth Management
Illinois
$995K +$3.94K +23 +0.4%
MAG
4164
Mokosak Advisory Group
Iowa
$993K +$40.2K +235 +4%
CCA
4165
Covey Capital Advisors
Georgia
$990K
CFS
4166
Cannon Financial Strategists
Georgia
$989K +$692K +4,045 +234%
MWM
4167
McNaughton Wealth Management
California
$989K -$39.9K -233 -4%
MWM
4168
Maltin Wealth Management
New Jersey
$988K -$3.6K -21 -0.4%
SC
4169
Sonen Capital
California
$987K -$102K -594 -9%
ACA
4170
Ackerman Capital Advisors
Texas
$985K
CFG
4171
Compton Financial Group
Maryland
$984K -$18.5K -108 -2%
T
4172
TrueFG
Texas
$981K +$49.8K +291 +5%
FIBT
4173
First International Bank & Trust
North Dakota
$980K -$151K -882 -13%
AWP
4174
Atlas Wealth Partners
Pennsylvania
$979K -$87K -517 -8%
FSWA
4175
Financial Synergies Wealth Advisors
Texas
$978K +$415K +2,422 +74%