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 %
CWS
1351
Confluence Wealth Services
Pennsylvania
$26.9M +$41.7K +215 +0.2%
SXL
1352
Summit X LLC
Missouri
$26.8M -$236K -1,215 -0.9%
MCWS
1353
McKinley Carter Wealth Services
West Virginia
$26.8M -$106K -549 -0.4%
PTB
1354
Pioneer Trust Bank
Oregon
$26.8M -$921K -4,750 -3%
CIA
1355
CCM Investment Advisers
South Carolina
$26.8M -$2.19M -11,266 -8%
CFG
1356
Cooper Financial Group
California
$26.7M -$742K -3,823 -3%
CWS
1357
Cypress Wealth Services
California
$26.7M +$1.35M +6,974 +5%
FCIM
1358
Fairview Capital Investment Management
California
$26.7M +$329K +1,695 +1%
CW
1359
CIC Wealth
Maryland
$26.6M -$885K -4,561 -3%
BMO
1360
Beck Mack & Oliver
New York
$26.6M -$210K -1,085 -0.8%
HRC
1361
Hoertkorn Richard Charles
$26.6M -$94.7K -488 -0.4%
SFG
1362
Sowa Financial Group
Rhode Island
$26.5M -$783K -4,039 -3%
LSA
1363
L & S Advisors
California
$26.4M +$1.43M +7,374 +6%
SWP
1364
Semus Wealth Partners
Florida
$26.4M +$37K +191 +0.1%
JFGIW
1365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.4M -$5.31M -27,392 -17%
AF
1366
Arrow Financial
New York
$26.4M +$1.42M +7,322 +6%
GWSG
1367
GPS Wealth Strategies Group
Colorado
$26.4M -$85.5K -441 -0.3%
AAM
1368
Augustine Asset Management
Florida
$26.4M +$137K +706 +0.5%
MHS
1369
M Holdings Securities
Oregon
$26.3M +$26.3M +135,746 New
OMC
1370
Overbrook Management Corp
New York
$26.3M +$4.12M +21,223 +19%
RIA
1371
Regal Investment Advisors
Michigan
$26.3M -$323K -1,666 -1%
BMC
1372
Benin Management Corp
Connecticut
$26.2M -$69.2K -357 -0.3%
LOAMS
1373
Lombard Odier Asset Management (Switzerland)
Switzerland
$26.2M +$721K +3,717 +3%
MWM
1374
Madison Wealth Management
Ohio
$26.2M -$450K -2,318 -2%
WAS
1375
Winch Advisory Services
Wisconsin
$26.1M -$592K -3,051 -2%