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 %
HIP
1501
Harrell Investment Partners
Texas
$22.6M +$166K +856 +0.7%
SFFS
1502
Stonehage Fleming Financial Services
Jersey
$22.6M +$22.6M +119,704 New
PWMG
1503
Prestige Wealth Management Group
New Jersey
$22.6M +$996K +5,134 +5%
MWM
1504
Marietta Wealth Management
Georgia
$22.6M -$322K -1,661 -1%
MIM
1505
Morningstar Investment Management
Illinois
$22.5M -$1.04M -5,375 -4%
BRA
1506
Biechele Royce Advisors
Indiana
$22.4M -$1.2M -6,202 -5%
GFP
1507
Gryphon Financial Partners
Ohio
$22.4M -$2.06M -10,618 -8%
BMWM
1508
Brown Miller Wealth Management
Virginia
$22.4M -$47.3K -244 -0.2%
RDWM
1509
Red Door Wealth Management
Tennessee
$22.3M +$3.91M +20,171 +21%
PCA
1510
Peddock Capital Advisors
Massachusetts
$22.3M -$167K -859 -0.7%
MSAM
1511
Moloney Securities Asset Management
Missouri
$22.3M -$1.36M -7,032 -6%
JCM
1512
Janney Capital Management
Pennsylvania
$22.3M +$22.3M +114,716 New
9WM
1513
9258 Wealth Management
Ohio
$22.2M +$193K +994 +0.9%
WIC
1514
Willis Investment Counsel
Georgia
$22.2M -$159K -820 -0.7%
JWM
1515
Jessup Wealth Management
Ohio
$22.2M -$5.95M -30,651 -21%
CS
1516
Comerica Securities
Michigan
$22.1M -$637K -3,283 -3%
WCM
1517
Whitener Capital Management
North Carolina
$22.1M -$449K -2,314 -2%
GC
1518
Gratus Capital
Georgia
$22.1M +$5.6M +28,869 +34%
CA
1519
Claro Advisors
Massachusetts
$22M -$123K -633 -0.6%
AWM
1520
Absher Wealth Management
North Carolina
$22M -$3.32M -17,103 -13%
IAM
1521
Innovis Asset Management
Illinois
$21.9M -$655K -3,375 -3%
ACA
1522
Anchor Capital Advisors
Massachusetts
$21.9M -$8M -41,231 -27%
PFA
1523
Pinnacle Family Advisors
Missouri
$21.9M -$357K -1,843 -2%
TCM
1524
Tufton Capital Management
Maryland
$21.9M -$902K -4,649 -4%
BWL
1525
Bogart Wealth LLC
Virginia
$21.8M +$1.23M +6,334 +6%