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 %
HA
4226
HFG Advisors
Ohio
$872K +$124K +725 +17%
DC
4227
Defender Capital
North Carolina
$870K +$4.45K +26 +0.5%
SCM
4228
Stordahl Capital Management
Colorado
$864K
FFIC
4229
First Fiduciary Investment Counsel
Ohio
$863K -$5.99K -35 -0.7%
CAAM
4230
Cornerstone Advisors Asset Management
Pennsylvania
$863K +$359K +2,099 +71%
PM
4231
Penbrook Management
New York
$862K -$51.4K -300 -6%
MWM
4232
MBE Wealth Management
Wisconsin
$861K -$152K -885 -15%
CM
4233
Capital Management
Virginia
$861K -$24.5K -143 -3%
NFG
4234
Northeast Financial Group
Pennsylvania
$857K -$4.97K -29 -0.6%
EFI
4235
EHP Funds Inc
Canada
$856K -$565K -3,300 -40%
PF
4236
Parker Financial
Washington
$854K +$76K +444 +10%
LG
4237
Lane Generational
Massachusetts
$854K
SSC
4238
Syverson Strege & Co
Iowa
$853K +$26K +152 +3%
C
4239
Covestor
United Kingdom
$843K +$1.88K +11 +0.2%
HF
4240
Halpern Financial
Virginia
$837K -$539K -3,148 -39%
OAM
4241
Oberweis Asset Management
Illinois
$834K -$99.3K -580 -11%
BWA
4242
BlueSky Wealth Advisors
North Carolina
$833K +$19.7K +115 +2%
TBC
4243
Ted Buchan & Co
California
$832K -$56.9K -332 -6%
STB
4244
S&T Bank
Pennsylvania
$832K -$17.1K -100 -2%
MC
4245
Machina Capital
France
$831K +$831K +4,855 New
AC
4246
Avant Capital
Louisiana
$826K +$25.2K +147 +3%
SPWM
4247
Straight Path Wealth Management
Michigan
$825K +$101K +587 +14%
FW
4248
FirstPurpose Wealth
Utah
$823K -$177K -1,031 -18%
WHRC
4249
W.H. Reaves & Co
New Jersey
$822K
NEAM
4250
New England Asset Management
Connecticut
$822K -$1.33M -7,784 -62%