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 %
VF
4251
Vawter Financial
Ohio
$821K -$170K -992 -17%
TDWM
4252
Topel & Distasi Wealth Management
California
$818K -$35.6K -208 -4%
RWM
4253
Reston Wealth Management
Virginia
$818K +$122K +714 +18%
SA
4254
Sunesis Advisors
Kansas
$818K +$818K +4,775 New
BC
4255
Barnett & Company
Tennessee
$812K +$13.7K +80 +2%
CA
4256
Corrado Advisors
New Jersey
$810K -$675K -3,942 -45%
JFG
4257
JMG Financial Group
Illinois
$810K
LL
4258
LPWM LLC
Minnesota
$808K +$4K +23 +0.5%
THL
4259
Tillman Hartley LLC
Colorado
$807K -$32.9K -192 -4%
AFP
4260
Alpha Financial Partners
Kentucky
$803K -$562K -3,284 -41%
AFG
4261
Arkansas Financial Group
Arkansas
$803K +$137K +800 +21%
WFC
4262
Western Financial Corp
California
$803K -$1.54K -9 -0.2%
AAM
4263
Ameraudi Asset Management
New York
$802K
PA
4264
Prism Advisors
California
$799K +$18K +105 +2%
TWA
4265
Trellis Wealth Advisors
California
$796K
PCM
4266
Perkins Capital Management
Minnesota
$796K
NP
4267
Ninepoint Partners
Ontario, Canada
$796K -$155K -908 -16%
MWM
4268
Magnolia Wealth Management
Alabama
$795K +$5.48K +32 +0.7%
BSWM
4269
Boston Standard Wealth Management
Massachusetts
$794K -$430K -2,510 -35%
UI
4270
Unconventional Investor
New Hampshire
$793K -$15.2K -89 -2%
VIA
4271
Virtus Investment Advisers
Connecticut
$793K +$125K +732 +19%
PWA
4272
Pillar Wealth Advisors
Pennsylvania
$793K
HWM
4273
HighMark Wealth Management
Minnesota
$793K -$32K -187 -4%
AA
4274
Acorns Advisers
California
$787K +$548K +3,205 +230%
TWA
4275
Tandem Wealth Advisors
Arizona
$782K -$24.8K -145 -3%