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 %
SLWA
1401
San Luis Wealth Advisors
California
$22.3M -$171K -997 -0.8%
ERWM
1402
Elk River Wealth Management
Colorado
$22.3M +$25.3K +148 +0.1%
IP
1403
Ignite Planners
California
$22.2M -$979K -5,599 -4%
AF
1404
Arrow Financial
New York
$22.2M -$1.05M -6,157 -5%
DS
1405
DRW Securities
Illinois
$22.2M +$6.11M +35,680 +38%
LSA
1406
L & S Advisors
California
$22.2M -$1.11M -6,478 -5%
AIMC
1407
Alley Investment Management Company
Illinois
$22.1M -$87.3K -510 -0.4%
CA
1408
Cornerstone Advisory
Maryland
$22.1M +$128K +746 +0.6%
LA
1409
LVW Advisors
New York
$22.1M +$523K +3,057 +2%
RCG
1410
Regatta Capital Group
California
$22M -$319K -1,861 -1%
PWW
1411
Pettyjohn Wood & White
Virginia
$22M -$108K -633 -0.5%
LBA
1412
Lowell Blake & Associates
Massachusetts
$22M +$55.5K +324 +0.3%
CT
1413
Colonial Trust
South Carolina
$22M -$844K -4,928 -4%
BA
1414
Ballast Advisors
Minnesota
$22M -$2.12M -12,381 -9%
TWA
1415
TCI Wealth Advisors
Arizona
$21.9M +$3.12M +18,226 +17%
PTP
1416
Platform Technology Partners
New York
$21.9M +$631K +3,685 +3%
GFP
1417
Gryphon Financial Partners
Ohio
$21.8M +$2.05M +11,983 +10%
RIA
1418
RPG Investment Advisory
California
$21.8M -$52K -304 -0.2%
PL
1419
Parthenon LLC
Kentucky
$21.8M -$164K -957 -0.7%
IF
1420
Intrua Financial
Texas
$21.8M -$430K -2,510 -2%
CNBTD
1421
Citizens National Bank Trust Department
Mississippi
$21.8M -$218K -1,274 -1%
NI
1422
Noked Israel
Israel
$21.8M +$1.34M +7,845 +7%
AP
1423
Atwood & Palmer
Missouri
$21.8M +$27.4K +160 +0.1%
PAM
1424
Peak Asset Management
Colorado
$21.7M -$290K -1,691 -1%
MCC
1425
Money Concepts Capital
Florida
$21.7M -$161K -939 -0.7%