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 %
PPWP
4176
Proquility Private Wealth Partners
Nevada
$978K -$15.2K -89 -2%
CCA
4177
Conestoga Capital Advisors
Pennsylvania
$978K -$17.1K -100 -2%
DFC
4178
DBK Financial Counsel
Ohio
$977K +$595K +3,476 +156%
NLG
4179
New Legacy Group
New York
$976K
TC
4180
Tacita Capital
Ontario, Canada
$975K +$231K +1,350 +31%
BFP
4181
Briaud Financial Planning
Texas
$972K
AI
4182
Arrien Investments
Idaho
$969K -$62.5K -365 -6%
CCM
4183
Cullen Capital Management
New York
$966K
FPW
4184
Flagship Private Wealth
Massachusetts
$961K +$342 +2 +0%
SA
4185
SRN Advisors
Pennsylvania
$956K +$17.8K +104 +2%
SWM
4186
Solano Wealth Management
California
$955K +$520K +3,038 +120%
LWA
4187
LWS Wealth Advisors
New Jersey
$954K +$28.1K +164 +3%
SC
4188
Schiavi & Co
Delaware
$953K
SHIM
4189
Stone House Investment Management
Pennsylvania
$948K -$38.3K -224 -4%
NCG
4190
Newport Capital Group
New Jersey
$946K -$569K -3,326 -38%
AWA
4191
Aquire Wealth Advisors
Utah
$945K +$2.4K +14 +0.3%
TCFP
4192
Treasure Coast Financial Planning
Florida
$944K +$9.42K +55 +1%
TWP
4193
Total Wealth Planning
Ohio
$943K +$61.6K +360 +7%
RH
4194
RFG Holdings
Texas
$943K +$251K +1,463 +36%
WAM
4195
Warberg Asset Management
Illinois
$942K +$942K +5,500 New
TLFA
4196
True Link Financial Advisors
California
$941K +$71.2K +416 +8%
PWP
4197
Phillips Wealth Planners
Mississippi
$939K +$19.7K +112 +2%
SHJ
4198
Sharkey, Howes & Javer
Colorado
$939K +$1.03K +6 +0.1%
AMR
4199
Asset Management Resources
Massachusetts
$938K -$2.57K -15 -0.3%
VST
4200
Van Strum & Towne
California
$933K -$265K -1,550 -22%