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 %
NL
1451
Navalign LLC
California
$21.1M +$387K +2,262 +2%
MAM
1452
Mark Asset Management
New York
$21.1M -$4.03M -23,534 -16%
JWCA
1453
J.W. Coons Advisors
Ohio
$21.1M -$248K -1,450 -1%
KWA
1454
Kingswood Wealth Advisors
California
$21M -$16.7M -67,155 -44%
RBC
1455
Romano Brothers & Co
Illinois
$21M -$294K -1,719 -1%
HW
1456
Hamilton Wealth
California
$21M +$381K +2,223 +2%
DBT
1457
Dubuque Bank & Trust
Iowa
$21M -$1.1M -6,398 -5%
SXL
1458
Summit X LLC
Missouri
$21M -$2.69M -15,683 -11%
CWM
1459
Concentrum Wealth Management
California
$21M +$176K +1,029 +0.8%
LT
1460
Legacy Trust
Michigan
$21M -$252K -1,472 -1%
TCA
1461
Trifecta Capital Advisors
Illinois
$21M +$83K +485 +0.4%
CCM
1462
Canal Capital Management
Virginia
$20.9M +$104K +610 +0.5%
CJL
1463
Cyrus J. Lawrence
New York
$20.9M +$455K +2,659 +2%
AFG
1464
AFS Financial Group
Maryland
$20.9M -$85.9K -502 -0.4%
SNB
1465
Security National Bank
Nebraska
$20.9M -$689K -4,039 -3%
CPRC
1466
Consolidated Portfolio Review Corp
New York
$20.9M +$93.3K +545 +0.4%
RIM
1467
Redwood Investment Management
Arizona
$20.9M +$11.1M +65,091 +115%
CI
1468
Conning Inc
Connecticut
$20.8M -$978K -5,712 -4%
QC
1469
Quent Capital
New York
$20.8M +$376K +2,199 +2%
AFAS
1470
Acorn Financial Advisory Services
Virginia
$20.8M +$428K +2,498 +2%
FA
1471
Financial Avengers
California
$20.8M +$690K +4,032 +3%
BCB
1472
Brian C. Broderick
$20.7M -$127K -742 -0.6%
ECG
1473
Edge Capital Group
Georgia
$20.7M -$8.62M -50,327 -29%
EP
1474
Eudaimonia Partners
Tennessee
$20.7M -$227K -1,325 -1%
OAM
1475
Occidental Asset Management
California
$20.6M -$1.08M -6,323 -5%