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 %
MWM
2276
Meritas Wealth Management
California
$9.49M -$363K -2,122 -4%
NC
2277
NovaPoint Capital
Georgia
$9.49M -$188K -1,097 -2%
HFA
2278
High Falls Advisors
New York
$9.49M +$178K +1,037 +2%
TIA
2279
Trust Investment Advisors
Indiana
$9.48M -$88.7K -518 -0.9%
WIC
2280
WealthBridge Investment Counsel
Alberta, Canada
$9.47M -$158K -923 -2%
ME
2281
McIlrath & Eck
Washington
$9.46M -$125K -733 -1%
AWA
2282
Amplius Wealth Advisors
Pennsylvania
$9.46M -$134K -785 -1%
ZIMP
2283
Zimmermann Investment Management & Planning
Pennsylvania
$9.46M -$29.6K -173 -0.3%
HGERS
2284
Householder Group Estate & Retirement Specialist
Arizona
$9.46M +$9.46M +55,251 New
TL
2285
Tradewinds LLC
North Carolina
$9.42M -$7.19K -42 -0.1%
SFC
2286
Strategic Financial Concepts
Texas
$9.42M -$489K -2,858 -5%
MC
2287
Martin & Co
Tennessee
$9.42M +$208K +1,217 +2%
MA
2288
Menlo Advisors
California
$9.42M -$609K -3,560 -6%
LL
2289
LWMG LLC
Minnesota
$9.41M +$211K +1,232 +2%
BE
2290
Bonness Enterprises
District of Columbia
$9.41M
CCA
2291
Childress Capital Advisors
Texas
$9.4M +$2.44M +14,247 +35%
ACM
2292
AlphaStar Capital Management
North Carolina
$9.4M +$766K +4,473 +9%
AWC
2293
Abundance Wealth Counselors
Pennsylvania
$9.39M +$9.39M +54,821 New
AWM
2294
Atticus Wealth Management
Florida
$9.38M +$77.2K +451 +0.8%
CCFP
2295
Charles Carroll Financial Partners
Massachusetts
$9.37M +$352K +2,055 +4%
BHA
2296
Beech Hill Advisors
New York
$9.35M -$185K -1,079 -2%
PGWM
2297
Parisi Gray Wealth Management
New Jersey
$9.33M +$125K +731 +1%
FBFS
2298
First Business Financial Services
Wisconsin
$9.32M +$27.6K +161 +0.3%
KAS
2299
Kemnay Advisory Services
New York
$9.32M +$880K +5,141 +10%
PRA
2300
Pine Ridge Advisers
New York
$9.31M -$1.97M -11,480 -17%