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 %
KWM
1826
Keebeck Wealth Management
Illinois
$14.2M +$296K +1,728 +2%
AOWM
1827
Alpha Omega Wealth Management
Virginia
$14.2M -$479K -2,797 -3%
RGC
1828
Roberts, Glore & Co
Illinois
$14.2M -$325K -1,897 -2%
PP
1829
Pegasus Partners
Wisconsin
$14.2M -$11.1K -65 -0.1%
GCP
1830
Garda Capital Partners
Minnesota
$14.1M +$14.1M +82,583 New
FHC
1831
First Heartland Consultants
Missouri
$14.1M -$734K -4,288 -5%
HTI
1832
Hikari Tsushin Inc
Japan
$14.1M -$2.01M -11,731 -12%
ACG
1833
Allen Capital Group
Nebraska
$14.1M +$251K +1,444 +2%
PI
1834
PEAK6 Investments
Illinois
$14.1M +$14.1M +82,274 +2,742,467%
LD
1835
Lipe & Dalton
New York
$14.1M -$90.1K -526 -0.6%
IP
1836
Isthmus Partners
Wisconsin
$14.1M -$167K -977 -1%
HFS
1837
Howard Financial Services
Texas
$14M +$1.22M +7,152 +10%
FCMC
1838
Founders Capital Management (Connecticut)
Connecticut
$14M -$446K -2,606 -3%
EIM
1839
Essex Investment Management
Massachusetts
$14M -$316K -1,846 -2%
CBB
1840
Citizens Business Bank
California
$14M -$618K -3,609 -4%
GCMG
1841
Gyroscope Capital Management Group
Florida
$14M -$364K -2,128 -3%
PCS
1842
Personal CFO Solutions
New Jersey
$14M -$354K -2,068 -2%
TA
1843
TFG Advisers
Michigan
$14M +$87.7K +512 +0.6%
BCG
1844
Breakwater Capital Group
New Jersey
$13.9M +$1.36M +7,839 +11%
CS
1845
Comerica Securities
Michigan
$13.9M -$5.61M -32,740 -29%
BFPW
1846
BOK Financial Private Wealth
Colorado
$13.9M -$503K -2,938 -3%
FPCP
1847
Fort Point Capital Partners
California
$13.9M -$320K -1,870 -2%
FA
1848
Fermata Advisors
California
$13.9M +$12M +70,308 +647%
FIM
1849
Fernwood Investment Management
Massachusetts
$13.9M -$377K -2,223 -3%
WFG
1850
Wills Financial Group
Virginia
$13.9M -$176K -1,026 -1%