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 %
VSI
2151
Verde Servicos Internacionais
Brazil
$10.5M +$10.5M +61,071 New
EFG
2152
Everhart Financial Group
Ohio
$10.5M -$934K -5,455 -8%
PC
2153
Port Capital
Illinois
$10.5M +$44.9K +262 +0.4%
DWM
2154
Drive Wealth Management
Utah
$10.4M -$871K -5,088 -8%
BCM
2155
Buckhead Capital Management
Georgia
$10.4M -$8.62M -50,374 -45%
GSIAS
2156
Garden State Investment Advisory Services
New Jersey
$10.4M +$74.1K +433 +0.7%
WA
2157
Wambolt & Associates
Colorado
$10.4M +$722K +8,925 +7%
RBFC
2158
Roman Butler Fullerton & Co
Missouri
$10.4M -$44.2K -247 -0.4%
DC
2159
DeDora Capital
California
$10.4M -$21.2K -124 -0.2%
CWAG
2160
Compton Wealth Advisory Group
Virginia
$10.3M -$143K -834 -1%
WPWM
2161
Western Pacific Wealth Management
Illinois
$10.3M
SC
2162
Sawyer & Company
Massachusetts
$10.3M -$42.6K -249 -0.4%
GMF
2163
Grace & Mercy Foundation
New York
$10.3M +$1.71M +10,000 +20%
OHWA
2164
Oak Hill Wealth Advisors
Virginia
$10.3M -$103K -599 -1%
SRC
2165
Sage Rhino Capital
California
$10.3M -$109K -636 -1%
WCM
2166
WealthBridge Capital Management
Ohio
$10.3M +$29.4K +172 +0.3%
MAM
2167
Morse Asset Management
Connecticut
$10.3M -$271K -1,583 -3%
MAM
2168
McLean Asset Management
Virginia
$10.3M +$9.81K +55 +0.1%
BKA
2169
Brick & Kyle Associates
Pennsylvania
$10.3M -$58.7K -343 -0.6%
NW
2170
Naviter Wealth
Arkansas
$10.3M +$31.5K +184 +0.3%
TAM
2171
Titleist Asset Management
Texas
$10.3M +$222K +1,295 +2%
BAM
2172
Bellevue Asset Management
Washington
$10.3M -$184K -1,075 -2%
WCWM
2173
Willow Creek Wealth Management
California
$10.2M -$783K -4,576 -7%
NCM
2174
Northside Capital Management
Oregon
$10.2M +$685 +4 +0%
NG
2175
NWK Group
California
$10.2M -$196K -1,145 -2%