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 %
PWA
2226
Provenance Wealth Advisors
Florida
$9.84M +$9.84M +57,491 New
GEM
2227
Global Endowment Management
North Carolina
$9.84M +$8.1M +47,300 +465%
FFA
2228
Fairfield Financial Advisors
Massachusetts
$9.83M -$209K -1,219 -2%
WA
2229
Waddell & Associates
Tennessee
$9.82M +$191K +1,113 +2%
EIA
2230
Eastover Investment Advisors
North Carolina
$9.82M +$8.82K +52 +0.1%
IGWM
2231
ICA Group Wealth Management
Colorado
$9.82M +$120K +699 +1%
COI
2232
Connable Office Inc
Michigan
$9.81M +$515K +3,009 +6%
ERIM
2233
Eagle Ridge Investment Management
Connecticut
$9.79M -$289K -1,688 -3%
DAM
2234
Delta Asset Management
Tennessee
$9.79M +$43K +251 +0.4%
RW
2235
REDW Wealth
New Mexico
$9.78M -$243K -1,421 -2%
EM
2236
Excalibur Management
Massachusetts
$9.78M +$47.1K +275 +0.5%
OCM
2237
Orion Capital Management
California
$9.77M -$933K -5,451 -9%
FGA
2238
Fortis Group Advisors
New Jersey
$9.77M +$706K +4,269 +8%
CSB
2239
City State Bank
Iowa
$9.77M -$421K -2,459 -4%
ECML
2240
Eagle Capital Management (Louisiana)
Louisiana
$9.76M -$102K -598 -1%
SFG
2241
Sterling Financial Group
California
$9.76M -$71.9K -420 -0.7%
NA
2242
Navellier & Associates
Nevada
$9.75M +$6.2M +36,206 +175%
CNWM
2243
Clay Northam Wealth Management
California
$9.72M -$28.4K -166 -0.3%
CSC
2244
Caldwell Sutter Capital
California
$9.71M -$1.54M -8,969 -14%
Alkeon Capital Management
2245
Alkeon Capital Management
New York
$9.7M
BBI
2246
Baxter Bros Inc
Connecticut
$9.7M -$230K -1,343 -2%
FUBT
2247
First United Bank & Trust
Maryland
$9.69M -$201K -1,174 -2%
PFG
2248
Prosperity Financial Group
California
$9.69M +$199K +1,162 +2%
BRM
2249
Boston Research & Management
Massachusetts
$9.69M -$119K -696 -1%
VCM
2250
Vivaldi Capital Management
Illinois
$9.68M -$24K -140 -0.2%