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 %
JCM
4301
J2 Capital Management
Michigan
$712K +$685 +4 +0.1%
IF
4302
Insight Folios
North Carolina
$710K -$6.33K -37 -0.9%
OTL
4303
Oak Thistle LLC
New York
$710K +$710K +4,149 New
LCM
4304
Lunt Capital Management
Utah
$708K -$120K -703 -15%
LWP
4305
Laurel Wealth Planning
Minnesota
$705K
SMG
4306
Smart Money Group
Texas
$703K +$29.3K +171 +4%
TPM
4307
Triasima Portfolio Management
Quebec, Canada
$702K
SCA
4308
Scott Capital Advisors
Oregon
$694K -$39K -218 -5%
RAG
4309
RIA Advisory Group
Iowa
$693K -$53.9K -315 -7%
FFW
4310
Fusion Family Wealth
New York
$689K
PM
4311
Phraction Management
Connecticut
$683K
CIM
4312
Contravisory Investment Management
Massachusetts
$681K +$353K +2,064 +108%
LFASL
4313
Lugano Financial Advisors SA (LFA)
Switzerland
$681K -$454K -2,654 -40%
NEPPG
4314
New England Professional Planning Group
Rhode Island
$674K -$14.7K -86 -2%
SCM
4315
Shapiro Capital Management
Georgia
$673K -$12K -70 -2%
ITB
4316
Idaho Trust Bank
Idaho
$672K +$288K +1,681 +75%
CCA
4317
Cravens & Co Advisors
Tennessee
$671K +$514 +3 +0.1%
KFSC
4318
Keystone Financial Services (Colorado)
Colorado
$670K +$77.9K +455 +13%
PWS
4319
Precision Wealth Strategies
Missouri
$669K -$218K -1,274 -25%
CM
4320
Corvex Management
New York
$668K +$668K +3,900 New
VEA
4321
Virtus ETF Advisers
New York
$666K -$129K -753 -16%
PWG
4322
Private Wealth Group
Florida
$660K -$8.39K -49 -1%
WG
4323
Watchman Group
Texas
$650K -$37.7K -220 -5%
HFS
4324
Horizon Financial Services
North Carolina
$648K +$63.9K +373 +11%
ITFISA
4325
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$644K -$298K -1,743 -32%