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 %
CPSC
2301
Carl P. Sherr & Co
Massachusetts
$9.31M
SFS
2302
Stiles Financial Services
Minnesota
$9.31M -$2.23K -13 -0%
CPC
2303
Congress Park Capital
New York
$9.27M -$226K -1,321 -2%
AC
2304
Asio Capital
Kentucky
$9.26M -$9.48M -55,399 -51%
XWM
2305
Xcel Wealth Management
Florida
$9.26M -$2.1M -12,238 -18%
SWMP
2306
Signature Wealth Management Partners
New Jersey
$9.24M -$109K -639 -1%
KCM
2307
Kathmere Capital Management
Pennsylvania
$9.24M -$213K -1,242 -2%
HL
2308
HeadInvest LLC
Maine
$9.24M +$152K +872 +2%
HIS
2309
Horizon Investment Services
Indiana
$9.21M +$8.39K +49 +0.1%
CSA
2310
Cottage Street Advisors
Massachusetts
$9.21M -$96.7K -565 -1%
FCB
2311
First County Bank
Connecticut
$9.2M +$332K +1,940 +4%
MIM
2312
MTM Investment Management
South Carolina
$9.2M +$17.1K +100 +0.2%
EAM
2313
Eukles Asset Management
Ohio
$9.19M +$87.3K +510 +1%
P
2314
Paradiem
Louisiana
$9.17M
EWM
2315
Elevatus Welath Management
New York
$9.16M +$6.75M +39,425 +280%
CWP
2316
Concord Wealth Partners
Virginia
$9.14M +$175K +1,022 +2%
JA
2317
JVL Associates
Michigan
$9.14M +$21.9K +128 +0.2%
WCM
2318
Wisconsin Capital Management
Wisconsin
$9.14M -$311K -1,815 -3%
MSFP
2319
Mark Sheptoff Financial Planning
Connecticut
$9.13M -$627K -3,661 -6%
BZWA
2320
Blue Zone Wealth Advisors
California
$9.13M -$5.48K -32 -0.1%
NL
2321
NKCFO LLC
Illinois
$9.13M -$394K -2,300 -4%
FCT
2322
Family Capital Trust
Massachusetts
$9.12M -$183K -1,070 -2%
HBWM
2323
Hollow Brook Wealth Management
New York
$9.11M -$15.6K -91 -0.2%
SFI
2324
SPC Financial Inc
Maryland
$9.11M -$106K -621 -1%
BCM
2325
Barometer Capital Management
Ontario, Canada
$9.1M -$309K -1,803 -3%