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 %
DAM
1251
Diamant Asset Management
Connecticut
$26.8M -$231K -1,347 -0.9%
OAM
1252
Oak Asset Management
California
$26.7M -$59.9K -350 -0.2%
WP
1253
WealthSource Partners
California
$26.6M -$2.68M -15,630 -9%
Capstone Investment Advisors
1254
Capstone Investment Advisors
New York
$26.6M +$26.6M +155,486 +15,548,600%
MMPW
1255
Mitchell McLeod Pugh & Williams
Alabama
$26.6M -$167K -978 -0.6%
HCM
1256
Hollencrest Capital Management
California
$26.6M +$71.6K +418 +0.3%
CWM
1257
Chemistry Wealth Management
New York
$26.6M +$883K +5,155 +3%
KCPG
1258
Kavar Capital Partners Group
Kansas
$26.5M -$43.5K -254 -0.2%
CCB
1259
Country Club Bank
Missouri
$26.5M -$485K -2,840 -2%
GCA
1260
Greenwood Capital Associates
South Carolina
$26.4M +$84.7K +495 +0.3%
HCM
1261
Hutchinson Capital Management
California
$26.4M -$368K -2,148 -1%
LGWM
1262
Litman Gregory Wealth Management
California
$26.3M +$25.7M +149,999 +3,904%
GFA
1263
Gifford Fong Associates
California
$26.3M
SFG
1264
SNS Financial Group
Minnesota
$26.3M -$346K -2,019 -1%
NFGCM
1265
Norman Fields Gottscho Capital Management
New York
$26.3M -$140K -820 -0.5%
SFM
1266
Signet Financial Management
New Jersey
$26.2M -$1.42M -8,308 -5%
WP
1267
Waycross Partners
Kentucky
$26.2M -$3.94K -23 -0%
FA
1268
Fiduciary Alliance
South Carolina
$26.1M +$354K +2,070 +1%
WWM
1269
Westwood Wealth Management
California
$26.1M -$1.38M -8,081 -5%
SB
1270
Strategic Blueprint
Georgia
$26.1M +$1.09M +6,340 +4%
XF
1271
XML Financial
Maryland
$26.1M +$83.7K +489 +0.3%
B
1272
BetterWealth
California
$26.1M +$344K +2,010 +1%
AFCM
1273
Applied Finance Capital Management
Puerto Rico
$26.1M -$2.8M -16,359 -10%
OA
1274
Oxbow Advisors
Texas
$26M -$247K -1,443 -0.9%
BCMO
1275
Buckingham Capital Management (Ohio)
Ohio
$26M -$383K -2,238 -1%