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 %
TA
4326
TKG Advisors
Indiana
$643K +$370K +2,163 +136%
SFMG
4327
Sage Financial Management Group
Virginia
$643K +$643K +3,756 New
IHWM
4328
Iron Horse Wealth Management
Iowa
$641K +$46.1K +269 +8%
LIA
4329
Luken Investment Analytics
Tennessee
$637K
GSWM
4330
Greenup Street Wealth Management
Michigan
$634K +$85.6K +500 +16%
IEFM
4331
IQ EQ Fund Management
Ireland
$633K +$32K +187 +5%
AC
4332
Applied Capital
Arkansas
$631K +$23.3K +136 +4%
KA
4333
Keene & Associates
Texas
$630K +$25.3K +148 +4%
LG
4334
LAM Group
Oregon
$626K
SPAS
4335
Spectrum Planning & Advisory Services
California
$623K
SWA
4336
ShankerValleau Wealth Advisors
Illinois
$622K
TPW
4337
TL Private Wealth
Texas
$622K -$3.4K -19 -0.5%
BMCM
4338
Burns Matteson Capital Management
New York
$621K -$8.56K -50 -1%
GWAM
4339
Guardian Wealth Advisors (Minnesota)
Minnesota
$619K -$12.2K -71 -2%
KFP
4340
KB Financial Partners
New Jersey
$616K -$72.9K -426 -11%
LWA
4341
Lowe Wealth Advisors
Maryland
$612K -$104K -605 -14%
WIC
4342
Whitegate Investment Counselors
New Hampshire
$611K +$20.4K +119 +3%
FIS
4343
Fischer Investment Strategies
California
$610K -$14K -82 -2%
SP
4344
SWS Partners
Ohio
$609K -$8.73K -51 -1%
CWA
4345
Carolina Wealth Advisors
South Carolina
$602K -$19K -111 -3%
PI
4346
Pachira Investments
California
$602K -$36.8K -215 -6%
RFG
4347
Range Financial Group
Oregon
$602K -$322K -1,879 -35%
IAA
4348
Ironsides Asset Advisors
North Carolina
$601K
ASI
4349
Advisory Services & Investments
Oregon
$601K +$601K +3,511 New
HCRE
4350
Hoya Capital Real Estate
Connecticut
$599K