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 %
SW
1376
Solidarity Wealth
Utah
$26.1M +$797K +4,111 +3%
BP
1377
BBR Partners
New York
$26.1M -$510K -2,630 -2%
CAAS
1378
Capital Asset Advisory Services
Michigan
$26M +$97.8K +513 +0.4%
SIC
1379
Sigma Investment Counselors
Michigan
$25.9M +$311K +1,604 +1%
CT
1380
Colonial Trust
South Carolina
$25.9M -$893K -4,604 -3%
OCM
1381
Oribel Capital Management
New York
$25.9M +$25.9M +133,500 New
FA
1382
FDx Advisors
Illinois
$25.9M +$4.59M +23,650 +22%
TI
1383
Trexquant Investment
Connecticut
$25.8M +$18M +92,825 +230%
ZAM
1384
Zevin Asset Management
Massachusetts
$25.8M -$442K -2,279 -2%
JWA
1385
JFS Wealth Advisors
Pennsylvania
$25.8M -$376K -1,936 -1%
GJCM
1386
Grand Jean Capital Management
California
$25.8M -$96.4K -497 -0.4%
IIC
1387
Ironwood Investment Counsel
Arizona
$25.7M -$553K -2,853 -2%
MWA
1388
Monograph Wealth Advisors
California
$25.7M -$7.75M -39,969 -23%
AFA
1389
Arlington Financial Advisors
California
$25.6M +$356K +1,833 +1%
PFA
1390
Pure Financial Advisors
California
$25.6M +$780K +4,020 +3%
FFA
1391
Founders Financial Alliance
North Carolina
$25.5M +$5.24M +27,028 +26%
SEP
1392
Southland Equity Partners
Missouri
$25.5M -$130K -671 -0.5%
PA
1393
Perennial Advisors
New York
$25.5M +$1.84M +9,467 +8%
SLWA
1394
San Luis Wealth Advisors
California
$25.4M +$3.89M +20,077 +18%
FWTB
1395
First Western Trust Bank
Colorado
$25.4M -$1.04M -5,356 -4%
CCM
1396
Chickasaw Capital Management
Tennessee
$25.3M -$182K -940 -0.7%
RCG
1397
Regatta Capital Group
California
$25.3M -$784K -4,042 -3%
IP
1398
Ignite Planners
California
$25.3M +$37.8K +198 +0.1%
IF
1399
Intrua Financial
Texas
$25.2M +$943K +4,861 +4%
ERWM
1400
Elk River Wealth Management
Colorado
$25.2M -$355K -1,831 -1%