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 %
HCC
1926
Hirtle Callaghan & Co
Pennsylvania
$14.4M -$410K -2,114 -3%
SFS
1927
Strategic Financial Services
New York
$14.4M -$80.4K -451 -0.6%
BA
1928
Baugh & Associates
Georgia
$14.3M +$199K +1,028 +1%
Fiera Capital (Canada)
1929
Fiera Capital (Canada)
Quebec, Canada
$14.3M -$708K -3,648 -5%
DWMS
1930
Dominguez Wealth Management Solutions
Virginia
$14.3M -$12.2K -63 -0.1%
MC
1931
Mathes Company
New York
$14.3M +$14.3M +73,559 New
HNW
1932
High Note Wealth
Minnesota
$14.2M -$368K -1,896 -3%
FNBOMD
1933
First National Bank of Mount Dora
Florida
$14.2M -$514K -2,649 -3%
MTWM
1934
Masso Torrence Wealth Management
New Jersey
$14.2M -$208K -1,070 -1%
FRA
1935
Frank Rimerman Advisors
California
$14.2M +$155K +798 +1%
PAS
1936
Professional Advisory Services
Florida
$14.1M -$1.91M -9,868 -12%
BDA
1937
Borer Denton & Associates
Pennsylvania
$14.1M -$12.6K -65 -0.1%
BO
1938
Bank OZK
Arkansas
$14.1M -$1.64M -8,438 -10%
PFWA
1939
Paces Ferry Wealth Advisors
Georgia
$14.1M +$160K +823 +1%
ACA
1940
Atlas Capital Advisors
Wyoming
$14.1M -$33.9K -175 -0.2%
DBIA
1941
Dumont & Blake Investment Advisors
New Jersey
$14.1M -$262K -1,351 -2%
MWA
1942
Moser Wealth Advisors
Washington
$14.1M +$14.1M +72,822 New
GWM
1943
Geneos Wealth Management
Colorado
$14.1M +$9.03M +350,639 +178%
FFS
1944
Founders Financial Securities
Maryland
$14.1M -$1.01M -5,210 -7%
BCM
1945
Birch Capital Management
Texas
$14.1M -$378K -1,951 -3%
JF
1946
JSF Financial
California
$14.1M -$201K -1,034 -1%
IWA
1947
IVC Wealth Advisors
Pennsylvania
$14.1M -$322K -1,660 -2%
TIM
1948
Tortoise Investment Management
New York
$14.1M -$97.8K -504 -0.7%
BCG
1949
Breakwater Capital Group
New Jersey
$14M -$41.9K -216 -0.3%
OHIS
1950
Oak Harvest Investment Services
Texas
$14M -$7.49M -38,594 -35%