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 %
DJFS
4476
Dean Jacobson Financial Services
Texas
$342K +$18.5K +108 +6%
PFG
4477
Peterson Financial Group
Iowa
$339K +$3.42K +20 +1%
JRP
4478
Jasper Ridge Partners
California
$338K
OKSA
4479
O'Keefe Stevens Advisory
New York
$338K +$171 +1 +0.1%
UFF
4480
USA Financial Formulas
Michigan
$337K +$334K +1,950 +12,188%
TCM
4481
Tran Capital Management
California
$335K
ES
4482
ETF Store
Kansas
$325K -$126K -719 -28%
RCM
4483
Regency Capital Management
Hawaii
$324K +$141K +823 +77%
SH
4484
Svenska Handelsbanken
Sweden
$323K
CWA
4485
Continuum Wealth Advisors
New York
$323K -$342 -2 -0.1%
LFGH
4486
Lee Financial Group Hawaii
Hawaii
$321K +$21.1K +123 +7%
FVCM
4487
F&V Capital Management
Florida
$321K
DAL
4488
Delta Accumulation LLC
California
$321K +$342 +2 +0.1%
HWA
4489
Hillcrest Wealth Advisors
New Jersey
$318K -$5.82K -34 -2%
TFA
4490
Tranquilli Financial Advisor
New Jersey
$317K -$124K -724 -28%
FWSM
4491
First Wilshire Securities Management
California
$315K
IIM
4492
Ironwood Investment Management
Massachusetts
$314K
CPW
4493
Crestmont Private Wealth
Texas
$311K +$311K +1,818 New
ASW
4494
Astoria Strategic Wealth
Texas
$310K
RC
4495
Randolph Company
Ohio
$308K +$3.94K +23 +1%
AA
4496
AF Advisors
California
$306K +$171 +1 +0.1%
BBW
4497
Blue Barn Wealth
Utah
$305K +$68.8K +402 +29%
VNB
4498
Virginia National Bank
Virginia
$305K
VWA
4499
VERITY Wealth Advisors
United States
$302K
IA
4500
IFS Advisors
Kansas
$300K -$29.1K -170 -9%