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 %
CCM
4526
Ciovacco Capital Management
Georgia
$230K +$230K +1,343 New
KAM
4527
Kraft Asset Management
Tennessee
$229K -$41.4K -242 -15%
AFA
4528
Alpha Financial Advisors
North Carolina
$229K +$51.4K +300 +29%
WCM
4529
Windham Capital Management
Massachusetts
$227K
SCA
4530
Stuart Chaussee & Associates
California
$226K
ACM
4531
American Capital Management
New York
$225K
TC
4532
Touchstone Capital
Pennsylvania
$223K -$171 -1 -0.1%
DFCM
4533
Dark Forest Capital Management
Puerto Rico
$221K -$476K -2,783 -68%
SC
4534
Samjo Capital
New York
$219K +$219K +1,280 New
MFG
4535
Mendota Financial Group
Wisconsin
$217K -$88.7K -518 -29%
MHB
4536
Midwest Heritage Bank
Iowa
$214K
GWM
4537
Grand Wealth Management
Michigan
$213K +$213K +1,246 New
CIM
4538
Confluence Investment Management
Missouri
$212K -$15.6K -91 -7%
BFA
4539
Brown Financial Advisory
Alabama
$212K +$17.1K +100 +9%
DA
4540
DSC Advisors
Illinois
$208K +$4.62K +27 +2%
FOFP
4541
Fee-Only Financial Planning
South Carolina
$206K
TI
4542
Trigran Investments
Illinois
$205K
TCM
4543
Twele Capital Management
Minnesota
$205K
SWA
4544
Safir Wealth Advisors
New Hampshire
$205K
BF
4545
Brooklyn FI
New York
$203K +$203K +1,183 New
BHWM
4546
Bay Harbor Wealth Management
Maryland
$199K +$2.23K +13 +1%
KI
4547
Kapitalo Investimentos
Brazil
$194K +$78.1K +456 +67%
PCM
4548
Perritt Capital Management
Illinois
$184K +$8.56K +50 +5%
HSA
4549
Hussman Strategic Advisors
Maryland
$180K -$85.6K -500 -32%
HC
4550
Hoese & Co
Minnesota
$166K