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 %
ZIG
1176
Zullo Investment Group
Pennsylvania
$29.3M +$721K +4,209 +3%
KJWM
1177
Kiley Juergens Wealth Management
Washington
$29.3M -$901K -5,265 -3%
WPC
1178
Waters Parkerson & Co
Louisiana
$29.3M -$125K -730 -0.4%
UAM
1179
UAS Asset Management
New York
$29.2M -$528K -3,086 -2%
GLA
1180
Good Life Advisors
Pennsylvania
$29.2M +$1.58M +9,218 +6%
CCM
1181
Condor Capital Management
New Jersey
$29.1M -$64.9K -379 -0.2%
KWA
1182
KCS Wealth Advisory
California
$29.1M -$1.04M -6,076 -3%
TAIM
1183
Te Ahumairangi Investment Management
New Zealand
$29.1M -$1M -5,865 -3%
VA
1184
Valmark Advisers
Ohio
$29M +$76.2K +445 +0.3%
AWM
1185
Avior Wealth Management
Nebraska
$29M -$206K -1,204 -0.7%
BWM
1186
Buckley Wealth Management
Nevada
$29M -$1.86M -10,843 -6%
NFG
1187
Nadler Financial Group
Illinois
$28.9M +$1.37K +8 +0%
MCM
1188
Mitchell Capital Management
Kansas
$28.9M -$122K -710 -0.4%
BFG
1189
Berger Financial Group
Minnesota
$28.8M -$411K -2,398 -1%
BW
1190
Bison Wealth
Georgia
$28.8M -$1M -5,842 -3%
CAM
1191
Cozad Asset Management
Illinois
$28.8M +$35.4K +207 +0.1%
LW
1192
Linscomb Wealth
Texas
$28.8M -$2.1M -12,239 -7%
MIP
1193
Marietta Investment Partners
Wisconsin
$28.8M -$397K -2,319 -1%
GGI
1194
Godsey & Gibb Inc
Virginia
$28.7M -$724K -4,228 -2%
GCM
1195
Gladius Capital Management
Illinois
$28.7M +$28.7M +167,833 New
MCCA
1196
Mill Creek Capital Advisors
Pennsylvania
$28.7M -$968K -5,656 -3%
CFA
1197
Capstone Financial Advisors
Illinois
$28.7M +$895K +5,227 +3%
WP
1198
Westmount Partners
California
$28.7M +$374K +2,182 +1%
SWIG
1199
Strategic Wealth Investment Group
Kentucky
$28.6M +$1.98M +11,591 +7%
SW
1200
Solidarity Wealth
Utah
$28.6M +$5.53M +32,312 +24%