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 %
AIA
4201
Armor Investment Advisors
North Carolina
$933K +$376K +2,198 +68%
SFG
4202
Socha Financial Group
New York
$928K -$6.34K -37 -0.7%
BFP
4203
Beacon Financial Planning
Massachusetts
$926K -$18.5K -108 -2%
GG
4204
Gleason Group
Kentucky
$922K -$24.1K -141 -3%
HPCM
4205
Hunter Perkins Capital Management
Illinois
$920K -$63.4K -370 -6%
HFAS
4206
Hummer Financial Advisory Services
Illinois
$919K +$17.1K +100 +2%
SM
4207
Sciencast Management
New Jersey
$919K +$919K +5,367 New
RTL
4208
Red Tortoise LLC
Georgia
$916K -$6.16K -36 -0.7%
CWR
4209
Chico Wealth RIA
California
$913K +$119K +695 +15%
SWM
4210
Seaside Wealth Management
California
$912K +$78.9K +461 +9%
PIC
4211
Portland Investment Counsel
Ontario, Canada
$909K
PM
4212
Parametrica Management
Hong Kong
$907K +$907K +5,300 New
WFA
4213
Websterrogers Financial Advisors
South Carolina
$904K -$685 -4 -0.1%
VF
4214
Vista Finance
Missouri
$900K -$48.3K -282 -5%
CWM
4215
Capital Wealth Management
Rhode Island
$899K
TFP
4216
TrueWealth Financial Partners
Washington
$892K +$608K +3,552 +214%
CCP
4217
Cassia Capital Partners
North Carolina
$892K +$10.3K +60 +1%
PMIA
4218
Patrick Mauro Investment Advisor
Illinois
$889K
WWM
4219
Wiser Wealth Management
Georgia
$885K +$38K +222 +4%
CP
4220
Camelot Portfolios
Ohio
$881K -$320K -1,866 -27%
RP
4221
Riverwater Partners
Wisconsin
$880K +$90.6K +529 +11%
BA
4222
Bellwether Advisors
Nebraska
$877K +$110K +640 +14%
JC
4223
Jentner Corp
Ohio
$876K +$342 +2 +0%
IWM
4224
Iams Wealth Management
Nebraska
$874K +$874K +5,103 New
UWM
4225
USAdvisors Wealth Management
Minnesota
$872K +$146K +855 +20%