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 %
EFP
4501
Envision Financial Planning
Tennessee
$296K +$296K +1,730 New
DRS
4502
Deane Retirement Strategies
Louisiana
$292K
GBA
4503
Garrison Bradford & Associates
New York
$289K
RJTCONH
4504
Raymond James Trust Company of New Hampshire
New Hampshire
$287K -$9.25K -54 -3%
CWM
4505
Core Wealth Management
Florida
$286K +$6.34K +37 +2%
CIA
4506
Citadel Investment Advisory
Ohio
$274K
PWM
4507
Pacific Wealth Management
California
$271K
ICM
4508
Ionic Capital Management
New York
$271K +$271K +1,580 New
RA
4509
Resolute Advisors
California
$266K
KMC
4510
Kirr Marbach & Co
Indiana
$265K +$265K +1,547 New
TF
4511
Theory Financial
Colorado
$265K -$41.3K -241 -13%
SC
4512
Shearwater Capital
Colorado
$261K
BWS
4513
BCR Wealth Strategies
Alabama
$257K
MG
4514
MilWealth Group
Wisconsin
$257K
GCIA
4515
Gabelli & Co Investment Advisers
New York
$257K
JSA
4516
Jacobson & Schmitt Advisors
Wisconsin
$255K +$36.3K +212 +17%
PIC
4517
Platt Investment Counsel
Florida
$255K
CCMIC
4518
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$246K -$28.9K -169 -11%
ETS
4519
ESL Trust Services
New York
$241K
APSI
4520
Asset Planning Services Inc
Louisiana
$241K +$171 +1 +0.1%
SFG
4521
Sage Financial Group
Pennsylvania
$239K +$239K +1,397 New
AOG
4522
Alpha Omega Group
Virginia
$233K +$171 +1 +0.1%
CM
4523
Cornerstone Management
Georgia
$231K -$3.25K -19 -1%
ECM
4524
EMC Capital Management
Texas
$231K +$174 +1 +0.1%
MAP
4525
Moody Aldrich Partners
Massachusetts
$230K +$230K +1,307 New