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 %
ST
1901
Sabal Trust
Florida
$14.8M +$7.14M +36,787 +93%
SWA
1902
Sutton Wealth Advisors
Florida
$14.7M +$820K +4,230 +6%
PL
1903
Perpetual Ltd
Australia
$14.7M -$1.28M -6,612 -8%
NB
1904
Nicolet Bankshares
Wisconsin
$14.7M +$1.54M +9,224 +12%
CCMINC
1905
Cardinal Capital Management Inc (North Carolina)
North Carolina
$14.7M +$125K +642 +0.9%
CFMC
1906
Curbstone Financial Management Corp
New Hampshire
$14.7M -$649K -3,345 -4%
AB
1907
Atlas Brown
Kentucky
$14.7M -$199K -1,026 -1%
IFS
1908
Ifrah Financial Services
Arkansas
$14.6M -$17.5K -90 -0.1%
JJBC
1909
James J. Burns & Company
New York
$14.6M +$2.43M +12,537 +20%
FCFC
1910
First Commonwealth Financial Corp
Pennsylvania
$14.6M -$1.51M -7,798 -9%
HCA
1911
Harbor Capital Advisors
Illinois
$14.6M
SFG
1912
StrategIQ Financial Group
Indiana
$14.6M +$81.5K +420 +0.6%
VC
1913
Vicus Capital
Pennsylvania
$14.5M -$512K -2,641 -3%
HFS
1914
Howard Financial Services
Texas
$14.5M -$38.4K -198 -0.3%
GCM
1915
Gibraltar Capital Management
Oklahoma
$14.5M -$64K -330 -0.4%
GFG
1916
Greystone Financial Group
Michigan
$14.5M -$1.76M -9,080 -11%
KFA
1917
Kelleher Financial Advisors
New York
$14.5M +$707K +3,643 +5%
AIS
1918
American Investment Services
Massachusetts
$14.5M -$748K -3,856 -5%
HI
1919
Harrington Investments
California
$14.5M -$427K -2,199 -3%
BEI
1920
Benjamin Edwards Inc
Missouri
$14.5M -$497K -2,560 -3%
DWP
1921
Destiny Wealth Partners
Florida
$14.4M +$412K +2,149 +3%
IWP
1922
Icon Wealth Partners
Texas
$14.4M -$702K -3,621 -5%
FCA
1923
FinTrust Capital Advisors
South Carolina
$14.4M -$1.04K -8 -0%
MCM
1924
Morton Capital Management
California
$14.4M +$99.9K +515 +0.7%
LWA
1925
Lineweaver Wealth Advisors
Ohio
$14.4M -$703K -3,624 -5%