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 %
SC
2201
Soundwatch Capital
Connecticut
$11.3M -$1.17M -6,037 -9%
CRWM
2202
Castle Rock Wealth Management
California
$11.3M -$280K -1,462 -2%
MIC
2203
Meridian Investment Counsel
California
$11.3M -$234K -1,206 -2%
CPA
2204
Capital Performance Advisors
California
$11.3M +$145K +750 +1%
EFG
2205
Everhart Financial Group
Ohio
$11.3M +$2.32M +13,690 +26%
CT
2206
Clearstead Trust
Maine
$11.3M -$1.36M -7,872 -11%
LI
2207
Lafayette Investments
Maryland
$11.2M -$85.2K -439 -0.8%
BBI
2208
Baxter Bros Inc
Connecticut
$11.2M -$584K -3,013 -5%
KA
2209
KLCM Advisors
Wisconsin
$11.2M -$45.2K -233 -0.4%
TRIA
2210
Trail Ridge Investment Advisors
Colorado
$11.2M -$354K -1,823 -3%
SAM
2211
Satovsky Asset Management
New York
$11.2M +$26.4K +136 +0.2%
LC
2212
Lincoln Capital
Nebraska
$11.2M +$193K +994 +2%
SFC
2213
Strategic Financial Concepts
Texas
$11.2M -$3.69K -19 -0%
VRM
2214
Vectors Research Management
New York
$11.2M -$56.6K -292 -0.5%
EIA
2215
Eastover Investment Advisors
North Carolina
$11.2M -$240K -1,237 -2%
FUBT
2216
First United Bank & Trust
Maryland
$11.2M -$251K -1,293 -2%
MAM
2217
McLean Asset Management
Virginia
$11.2M -$130K -670 -1%
AP
2218
Arlington Partners
Alabama
$11.2M -$207K -1,067 -2%
ECML
2219
Eagle Capital Management (Louisiana)
Louisiana
$11.2M -$153K -790 -1%
MWM
2220
Meritas Wealth Management
California
$11.2M -$1.13M -5,815 -9%
SFG
2221
Sterling Financial Group
California
$11.1M -$122K -630 -1%
BRM
2222
Boston Research & Management
Massachusetts
$11.1M -$103K -530 -0.9%
MSFP
2223
Mark Sheptoff Financial Planning
Connecticut
$11M -$39.4K -203 -0.4%
CNWM
2224
Clay Northam Wealth Management
California
$11M +$10.5K +54 +0.1%
DAM
2225
Delta Asset Management
Tennessee
$11M -$4.46K -23 -0%