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 %
SB
1476
Simmons Bank
Arkansas
$20.6M -$350K -2,046 -2%
CCC
1477
Chelsea Counsel Company
California
$20.6M -$176K -1,028 -0.8%
WTFG
1478
Wells Trecaso Financial Group
Ohio
$20.6M -$209K -1,218 -1%
RC
1479
RBF Capital
California
$20.5M
MIM
1480
Martin Investment Management
Florida
$20.5M -$815K -4,762 -4%
KWMG
1481
King Wealth Management Group
Florida
$20.5M -$84.1K -491 -0.4%
FC
1482
Fulcrum Capital
Washington
$20.5M -$271K -1,583 -1%
GGS
1483
Galvin Gaustad & Stein
Arizona
$20.5M -$1.28M -7,503 -6%
TH
1484
Team Hewins
California
$20.5M +$20.5M +119,708 New
BIC
1485
Beach Investment Counsel
Pennsylvania
$20.5M -$928K -5,420 -4%
MSFS
1486
Main Street Financial Solutions
Pennsylvania
$20.4M -$4.13M -24,134 -17%
FWTB
1487
First Western Trust Bank
Colorado
$20.4M -$1.99M -11,609 -9%
SM
1488
STF Management
Texas
$20.4M +$9.89M +57,742 +94%
CPA
1489
Cardiff Park Advisors
California
$20.4M -$170K -994 -0.8%
CCP
1490
Clough Capital Partners
Massachusetts
$20.4M +$8.22M +48,010 +68%
GSEP
1491
Golden State Equity Partners
California
$20.3M -$61K -356 -0.3%
NHC
1492
Nicholas Hoffman & Company
Georgia
$20.3M -$62K -362 -0.3%
PWMG
1493
Prestige Wealth Management Group
New Jersey
$20.3M +$362K +2,117 +2%
TPCW
1494
TD Private Client Wealth
New York
$20.3M +$39.5K +230 +0.2%
LA
1495
Legacy Advisors
Pennsylvania
$20.2M +$1.49M +8,712 +8%
GIM
1496
Guardian Investment Management
California
$20.2M -$8.56K -50 -0%
PAMG
1497
Patton Albertson Miller Group
Tennessee
$20.2M +$205K +1,200 +1%
SP
1498
Symmetry Partners
Connecticut
$20.2M -$1.91M -11,145 -9%
G
1499
GenTrust
Florida
$20.2M +$17.1K +100 +0.1%
JC
1500
JB Capital
Connecticut
$20.2M +$1.06M +6,214 +6%