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 %
AA
1951
Advisory Alpha
Michigan
$14M +$1.27M +6,537 +10%
EBT
1952
Enterprise Bank & Trust
Massachusetts
$14M +$1.02M +5,255 +8%
TIA
1953
Tiemann Investment Advisors
California
$14M -$370K -1,910 -3%
BOSSRA
1954
B.O.S.S. Retirement Advisors
Utah
$14M -$1.47M -7,577 -10%
OSNBOA
1955
Old Second National Bank of Aurora
Illinois
$14M -$1.15M -5,919 -8%
AIP
1956
Alapocas Investment Partners
Massachusetts
$14M -$20.2K -104 -0.1%
UHC
1957
Union Heritage Capital
Michigan
$14M +$485K +2,500 +4%
EAM
1958
EULAV Asset Management
Florida
$14M -$970K -5,000 -6%
TPA
1959
Trivium Point Advisory
Connecticut
$13.9M +$236K +1,216 +2%
CFA
1960
Cahill Financial Advisors
Minnesota
$13.9M +$2.01M +10,339 +17%
TCPG
1961
Trivant Custom Portfolio Group
California
$13.9M -$59.9K -309 -0.4%
LF
1962
Lee Financial
Texas
$13.9M -$58.2K -300 -0.4%
DFA
1963
Delta Financial Advisors
Louisiana
$13.9M -$31.4K -162 -0.2%
TWM
1964
TriaGen Wealth Management
California
$13.9M +$344K +1,773 +3%
AC
1965
AlphaCore Capital
California
$13.9M +$4.88M +25,174 +54%
CTFG
1966
Capstone Triton Financial Group
Oklahoma
$13.9M -$226K -1,163 -2%
AR
1967
Advisory Research
Illinois
$13.8M +$3.83M +19,720 +38%
LWMM
1968
Legacy Wealth Management (Mississippi)
Mississippi
$13.8M -$13.4K -69 -0.1%
LCM
1969
Leisure Capital Management
California
$13.8M -$3.23M -16,647 -19%
EWM
1970
Evermay Wealth Management
Virginia
$13.8M -$191K -987 -1%
BC
1971
Brio Consultants
California
$13.8M -$316K -1,630 -2%
SIA
1972
SeaBridge Investment Advisors
New Jersey
$13.8M +$72.2K +372 +0.5%
HCA
1973
Harbour Capital Advisors
Virginia
$13.8M -$906K -4,708 -6%
SC
1974
Settian Capital
New York
$13.8M
CCP
1975
Clough Capital Partners
Massachusetts
$13.7M