4,558 hedge funds and large institutions have $1.82T invested in Apple in 2023 Q2 according to their latest regulatory filings, with 193 funds opening new positions, 1,569 increasing their positions, 2,518 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,558
Holders Change
+70
Holders Change %
+1.56%
% of All Funds
71.88%
Holding in Top 10
2,837
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+4.92%
% of All Funds
44.74%
New
193
Increased
1,569
Reduced
2,518
Closed
80
Calls
$57.9B
Puts
$51.4B
Net Calls
+$6.56B
Net Calls Change
+$8.53B
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
401
Shell Asset Management
Netherlands
$169M -$1.51M -7,777 -0.9%
BFO
402
Biltmore Family Office
North Carolina
$169M -$7.56M -38,964 -4%
DWM
403
Destination Wealth Management
California
$169M +$8.68M +44,737 +5%
PCIA
404
Prime Capital Investment Advisors
Kansas
$168M +$55.1M +283,955 +49%
BCI
405
Brinker Capital Investments
Pennsylvania
$164M -$76.4M -244,148 -32%
OPS
406
Orion Portfolio Solutions
Nebraska
$164M -$76.4M -244,148 -32%
AIM
407
Artemis Investment Management
United Kingdom
$164M -$27.4M -141,632 -14%
HWM
408
HB Wealth Management
Georgia
$164M -$436K -2,249 -0.3%
BF
409
BOK Financial
Oklahoma
$164M -$2.8M -14,439 -2%
HW
410
Hancock Whitney
Mississippi
$160M -$7.78M -40,100 -5%
PCM
411
Penserra Capital Management
California
$160M +$42.8M +220,909 +37%
SPC
412
Sigma Planning Corp
Michigan
$160M -$13.3M -68,705 -8%
LNWWM
413
Laird Norton Wetherby Wealth Management
California
$159M -$1.88M -9,686 -1%
DILIC
414
Dai-ichi Life Insurance Company
Japan
$159M -$49.8M -256,827 -24%
Citadel Advisors
415
Citadel Advisors
Florida
$159M -$42.6M -219,821 -21%
ASN
416
Advisory Services Network
Georgia
$158M -$7.26M -37,403 -4%
SBIA
417
Sheaff Brock Investment Advisors
Indiana
$158M -$630K -3,250 -0.4%
PP
418
Patten & Patten
Tennessee
$158M -$1.2M -6,211 -0.8%
PP
419
Prudential plc
United Kingdom
$157M -$7.73M -39,826 -5%
SI
420
Stephens Inc
Arkansas
$157M +$209K +1,079 +0.1%
SFA
421
Sequoia Financial Advisors
Ohio
$157M +$11.9M +61,380 +8%
SAM
422
Silvercrest Asset Management
New York
$157M -$149K -767 -0.1%
JSW
423
Journey Strategic Wealth
New Jersey
$156M +$212K +1,093 +0.1%
ACM
424
Advisors Capital Management
New Jersey
$154M +$2.06M +10,617 +1%
HIMC
425
Heritage Investors Management Corp
Maryland
$154M -$6.78M -34,973 -4%