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 %
FAG
2001
Fortitude Advisory Group
Washington
$13.5M -$465K -2,399 -3%
BIM
2002
Baldwin Investment Management
Pennsylvania
$13.5M -$773K -3,985 -5%
FCA
2003
FLC Capital Advisors
California
$13.5M -$28.3K -146 -0.2%
FWM
2004
Fairhaven Wealth Management
Illinois
$13.4M +$13.4M +69,304 New
OHWP
2005
Oak Harbor Wealth Partners
North Carolina
$13.4M -$334K -1,724 -2%
RZH
2006
Relyea Zuckerberg Hanson
Connecticut
$13.4M -$8.42M -43,421 -39%
KMWM
2007
Keudell/Morrison Wealth Management
Oregon
$13.4M -$69.8K -360 -0.5%
BW
2008
BIP Wealth
Georgia
$13.4M +$603K +3,110 +5%
MFC
2009
Mechanics Financial Corp
Ohio
$13.4M -$580K -2,989 -4%
MKA
2010
M. Kulyk & Associates
Georgia
$13.4M -$197K -1,017 -1%
LFA
2011
Legacy Financial Advisors
Kentucky
$13.3M +$649K +3,346 +5%
COCM
2012
Charter Oak Capital Management
New Hampshire
$13.3M -$69.2K -357 -0.5%
ATIA
2013
American Trust Investment Advisors
New Hampshire
$13.3M -$9.31K -48 -0.1%
GG
2014
Golden Green
South Carolina
$13.2M -$252K -1,297 -2%
SC
2015
Stolper & Co
Oklahoma
$13.2M -$241K -1,243 -2%
Verition Fund Management
2016
Verition Fund Management
Connecticut
$13.2M +$2.09M +10,783 +19%
GFPC
2017
Global Financial Private Client
Florida
$13.2M -$23.1K -120 -0.2%
IDA
2018
Intelligence Driven Advisers
California
$13.2M +$488K +2,543 +4%
OL
2019
Owen LaRue
Kentucky
$13.2M +$1.15M +5,994 +10%
CWM
2020
Centric Wealth Management
Illinois
$13.2M +$1.19M +6,285 +10%
AT
2021
American Trust
Kentucky
$13.2M -$531K -2,736 -4%
SWS
2022
SYSTM Wealth Solutions
Illinois
$13.1M +$2.7M +13,939 +26%
CBT
2023
CoreFirst Bank & Trust
Kansas
$13.1M -$299K -1,543 -2%
LWM
2024
LJI Wealth Management
Indiana
$13.1M -$44.6K -230 -0.3%
DIM
2025
Delta Investment Management
California
$13.1M -$56.1K -289 -0.4%