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 %
MFS
4401
Mirabella Financial Services
United Kingdom
$478K -$10.8M -63,288 -96%
BBA
4402
Braun-Bostich & Associates
Pennsylvania
$477K -$527K -3,079 -53%
PCM
4403
Passive Capital Management
Maryland
$476K
SWA
4404
Sightline Wealth Advisors
Connecticut
$476K +$171 +1 +0%
PWS
4405
Peloton Wealth Strategists
Indiana
$475K +$74.5K +435 +19%
CF
4406
Convergence Financial
Missouri
$475K
SCM
4407
Stevens Capital Management
Pennsylvania
$474K -$2.99M -17,465 -86%
VCG
4408
Vantage Consulting Group
Virginia
$474K +$10.6K +62 +2%
SA
4409
Syntax Advisors
New York
$474K +$10.6K +62 +2%
AFC
4410
Adaptive Financial Consulting
Ohio
$474K +$38.4K +224 +9%
WFS
4411
Walker Financial Services
Kentucky
$473K +$34.2K +200 +8%
VFO
4412
Virtus Family Office
Texas
$471K
AFA
4413
Atlas Financial Advisors
California
$470K +$470K +2,748 New
PPW
4414
PACK Private Wealth
Minnesota
$470K
TWP
4415
TFO Wealth Partners
Ohio
$470K +$243K +1,252 +107%
DCBT
4416
Dakota Community Bank & Trust
North Dakota
$468K -$27.1K -158 -5%
FF
4417
Financial Futures
New Jersey
$468K +$113K +659 +32%
CWP
4418
Corepath Wealth Partners
Arizona
$466K +$53.7K +300 +13%
XC
4419
XY Capital
Hong Kong
$459K +$459K +2,682 New
CJFS
4420
Coulter & Justus Financial Services
Tennessee
$455K +$342 +2 +0.1%
IFPL
4421
Investments & Financial Planning LLC
Kentucky
$448K
NHFG
4422
New Harbor Financial Group
Massachusetts
$448K +$6.34K +37 +1%
BCM
4423
Beddow Capital Management
Wyoming
$445K -$34.2K -200 -7%
FAM
4424
Frontier Asset Management
Wyoming
$444K -$449K -2,623 -50%
AWMNH
4425
Arcadia Wealth Management (New Hampshire)
New Hampshire
$443K -$3.77K -22 -0.8%