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 %
RFM
2226
Royal Fund Management
Florida
$11M -$1.24M -6,369 -10%
PPP
2227
Private Portfolio Partners
New Jersey
$11M -$355K -1,830 -3%
EM
2228
Excalibur Management
Massachusetts
$11M -$550K -2,834 -5%
RFMS
2229
RWQ Financial Management Services
Florida
$11M -$745K -3,840 -6%
MIM
2230
Merrion Investment Management
New Jersey
$11M -$485K -2,500 -4%
VCM
2231
Vivaldi Capital Management
Illinois
$11M +$151K +778 +1%
RIM
2232
Redwood Investment Management
Arizona
$11M -$655K -3,377 -6%
SFG
2233
Sovereign Financial Group
Connecticut
$11M +$163K +840 +2%
Alkeon Capital Management
2234
Alkeon Capital Management
New York
$11M
BIMC
2235
Benson Investment Management Company
Virginia
$11M -$668K -3,442 -6%
NC
2236
NovaPoint Capital
Georgia
$11M -$1.36K -7 -0%
IGWM
2237
ICA Group Wealth Management
Colorado
$11M -$7.12M -36,690 -39%
APW
2238
Austin Private Wealth
Texas
$10.9M -$192K -991 -2%
CCIA
2239
Cherry Creek Investment Advisors
Colorado
$10.9M +$117K +604 +1%
WPC
2240
White Pine Capital
Minnesota
$10.9M +$156K +804 +1%
GTAM
2241
Global Trust Asset Management
Florida
$10.9M -$68.5K -353 -0.6%
AJ
2242
Ashburton (Jersey)
Jersey
$10.9M -$331K -1,709 -3%
WA
2243
Waddell & Associates
Tennessee
$10.9M +$51K +263 +0.5%
WIC
2244
WealthBridge Investment Counsel
Alberta, Canada
$10.9M -$859K -4,430 -7%
FFA
2245
Farther Finance Advisors
California
$10.9M +$4.32M +22,276 +66%
SIC
2246
SJS Investment Consulting
Ohio
$10.9M -$135K -697 -1%
TCCM
2247
Timber Creek Capital Management
Massachusetts
$10.9M -$17.5K -90 -0.2%
CT
2248
Columbia Trust
Oregon
$10.9M +$70.4K +363 +0.7%
WCFA
2249
Walkner Condon Financial Advisors
Wisconsin
$10.9M +$1.01M +5,211 +10%
AWA
2250
Amplius Wealth Advisors
Pennsylvania
$10.9M -$352K -1,815 -3%