4,558 hedge funds and large institutions have $1.82T invested in Apple in 2023 Q2 according to their latest regulatory filings, with 193 funds opening new positions, 1,569 increasing their positions, 2,518 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,558
Holders Change
+70
Holders Change %
+1.56%
% of All Funds
71.88%
Holding in Top 10
2,837
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+4.92%
% of All Funds
44.74%
New
193
Increased
1,569
Reduced
2,518
Closed
80
Calls
$57.9B
Puts
$51.4B
Net Calls
+$6.56B
Net Calls Change
+$8.53B
Name Holding Trade Value Shares
Change
Shares
Change %
NB
1001
NBT Bank
New York
$40.3M -$1.17M -6,021 -3%
BFC
1002
Blue Fin Capital
Rhode Island
$40.2M +$143K +739 +0.4%
CIS
1003
Connors Investor Services
Pennsylvania
$40.2M +$2.13M +10,975 +6%
VCA
1004
Verdence Capital Advisors
Maryland
$40.1M +$72.5K +374 +0.2%
CFS
1005
CRA Financial Services
New Jersey
$40.1M -$219K -1,130 -0.5%
TF
1006
Tompkins Financial
New York
$40.1M -$1.6M -8,230 -4%
EVM
1007
Evelyn V. Moreno
$40M -$681K -3,513 -2%
GWM
1008
Greenwich Wealth Management
Connecticut
$40M -$28.4M -146,541 -42%
RWA
1009
Ropes Wealth Advisors
Massachusetts
$39.9M +$2.27M +11,692 +6%
PDM
1010
Penn Davis McFarland
Texas
$39.9M -$2.06M -10,617 -5%
VWA
1011
V Wealth Advisors
Kansas
$39.8M -$172K -889 -0.4%
OAM
1012
Ostrum Asset Management
France
$39.8M -$809K -4,170 -2%
AWE
1013
Avidian Wealth Enterprises
Texas
$39.7M -$15.1M -77,636 -28%
NRG
1014
Nemes Rush Group
Michigan
$39.6M +$39.6M +204,282 New
AMCA
1015
Arthur M. Cohen & Associates
Illinois
$39.5M -$1.18M -6,102 -3%
LF
1016
Lannebo Fonder
Sweden
$39.5M
EWM
1017
Endurance Wealth Management
Rhode Island
$39.4M -$67.1K -346 -0.2%
NGA
1018
Naples Global Advisors
Florida
$39.4M +$5.68M +29,300 +17%
WAM
1019
Winslow Asset Management
Ohio
$39.3M -$1.31M -6,733 -3%
GAG
1020
GM Advisory Group
New York
$39.3M +$936K +4,825 +2%
GC
1021
GFG Capital
Florida
$39.2M -$656K -1,707 -2%
FAT
1022
First American Trust
California
$39.2M +$65K +335 +0.2%
RP
1023
Rice Partnership
Hawaii
$39.2M -$238K -1,227 -0.6%
ET
1024
Equitable Trust
Tennessee
$39.2M +$764K +3,938 +2%
HPG
1025
Harvest Portfolios Group
Ontario, Canada
$39.2M -$2.93M -15,105 -7%