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 %
VCWA
2126
Vanguard Capital Wealth Advisors
Colorado
$10.7M +$197K +1,148 +2%
PRWA
2127
Platte River Wealth Advisors
Colorado
$10.7M +$119K +697 +1%
QFA
2128
Quantum Financial Advisors
California
$10.7M +$201K +1,174 +2%
HFM
2129
Hartford Financial Management
Connecticut
$10.7M -$15.1K -88 -0.1%
PCM
2130
Poehling Capital Management
Wisconsin
$10.7M +$125K +728 +1%
TFCP
2131
Twin Focus Capital Partners
Massachusetts
$10.7M -$3.24M -18,925 -23%
TC
2132
Tenere Capital
New York
$10.7M +$4.4M +25,700 +70%
KP
2133
Keel Point
Alabama
$10.7M -$162K -944 -1%
AFT
2134
Alpha Family Trust
California
$10.6M -$387K -2,260 -4%
KAS
2135
KPP Advisory Services
Kentucky
$10.6M +$10.6M +62,060 New
SSWM
2136
Strait & Sound Wealth Management
California
$10.6M +$508K +2,967 +5%
OPTFSNA
2137
Old Point Trust & Financial Services N A
Virginia
$10.6M -$42.5K -248 -0.4%
PW
2138
Peninsula Wealth
California
$10.6M -$414K -2,392 -4%
HNWAG
2139
High Net Worth Advisory Group
Florida
$10.6M -$22.9K -134 -0.2%
AWS
2140
Arkfeld Wealth Strategies
Nebraska
$10.6M -$562K -3,152 -5%
SWM
2141
Sculati Wealth Management
Michigan
$10.6M +$37.7K +220 +0.4%
OBGC
2142
O'Brien Greene & Co
Pennsylvania
$10.5M -$348K -2,030 -3%
MC
2143
Muhlenkamp & Co
Pennsylvania
$10.5M +$191K +1,114 +2%
NCM
2144
Northwest Capital Management
Oregon
$10.5M +$52K +304 +0.5%
BFG
2145
Beacon Financial Group
Texas
$10.5M -$220K -1,169 -2%
WAM
2146
WNY Asset Management
New York
$10.5M +$62.5K +365 +0.6%
JFL
2147
Jarislowsky, Fraser Ltd
Quebec, Canada
$10.5M -$133K -779 -1%
WOSD
2148
WFA of San Diego
California
$10.5M -$280K -1,636 -3%
CWM
2149
Chronos Wealth Management
Florida
$10.5M -$31.3K -183 -0.3%
AG
2150
Advocate Group
Minnesota
$10.5M -$469K -2,738 -4%