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 %
OAM
1426
Occidental Asset Management
California
$24.6M -$773K -3,985 -3%
BTWM
1427
Baker Tilly Wealth Management
Wisconsin
$24.6M -$1.18M -6,068 -5%
PAG
1428
Private Advisory Group
Washington
$24.6M -$1.82M -9,394 -7%
SNB
1429
Security National Bank
Nebraska
$24.6M -$930K -4,796 -4%
WA
1430
Wealth Architects
California
$24.5M -$222K -1,145 -0.9%
AIM
1431
Arcadia Investment Management
Michigan
$24.5M -$252K -1,300 -1%
LA
1432
LVW Advisors
New York
$24.5M -$2.25M -11,581 -8%
CWA
1433
Clarity Wealth Advisors
California
$24.4M +$449K +2,316 +2%
HCM
1434
Harvey Capital Management
Florida
$24.4M -$219K -1,130 -0.9%
SC
1435
Searle & Co
Connecticut
$24.3M -$233K -1,187 -0.9%
FFM
1436
Fullerton Fund Management
Singapore
$24.3M +$16.6M +85,617 +216%
SC
1437
Sepio Capital
Utah
$24.3M -$413K -2,127 -2%
1W
1438
1776 Wealth
Georgia
$24.2M -$1.5M -7,733 -6%
BIC
1439
Beach Investment Counsel
Pennsylvania
$24.2M -$842K -4,340 -3%
MIM
1440
Martin Investment Management
Florida
$24.2M -$1.58M -8,145 -6%
WAM
1441
Wallington Asset Management
Indiana
$24.2M +$170K +876 +0.7%
JWCA
1442
J.W. Coons Advisors
Ohio
$24.2M -$462K -2,380 -2%
RBC
1443
Romano Brothers & Co
Illinois
$24.1M -$622K -3,206 -3%
QPW
1444
Quantum Private Wealth
Florida
$24.1M -$89.6K -462 -0.4%
LT
1445
Legacy Trust
Michigan
$24M -$266K -1,370 -1%
B
1446
Bensler
Washington
$23.9M -$439K -2,261 -2%
AFG
1447
AFS Financial Group
Maryland
$23.8M -$442K -2,277 -2%
WCA
1448
Westover Capital Advisors
Delaware
$23.8M -$171K -883 -0.7%
HFS
1449
Haverford Financial Services
Pennsylvania
$23.8M -$95.4K -492 -0.4%
TCM
1450
Thames Capital Management
New Jersey
$23.8M