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 %
APW
2401
Acima Private Wealth
Virginia
$8.46M -$47.3K -276 -0.6%
TLP
2402
Trinity Legacy Partners
Texas
$8.45M -$978K -5,713 -10%
SFG
2403
Sovereign Financial Group
Connecticut
$8.44M -$1.26M -7,368 -13%
BHBT
2404
Burke & Herbert Bank & Trust
Virginia
$8.4M -$789K -4,609 -9%
AIIMS
2405
Analyst IMS Investment Management Services
Israel
$8.4M +$95.8K +561 +1%
LGA
2406
Lebenthal Global Advisors
New York
$8.4M +$338K +1,977 +4%
SOAMC
2407
Spirit of America Management Corp
New York
$8.39M -$34.2K -200 -0.4%
IUHSA
2408
Itau Unibanco Holding S.A.
Brazil
$8.38M +$304K +1,775 +4%
GA
2409
Geller Advisors
New York
$8.37M -$545K -3,186 -6%
CWM
2410
Concentric Wealth Management
California
$8.37M -$55.3K -323 -0.7%
DBRC
2411
D.B. Root & Company
Pennsylvania
$8.35M +$7.88K +46 +0.1%
STAS
2412
Strong Tower Advisory Services
Minnesota
$8.32M -$5.31K -31 -0.1%
LC
2413
Lavaca Capital
Texas
$8.31M -$3.1M -18,116 -27%
CFO
2414
CVA Family Office
Colorado
$8.31M +$366K +2,136 +5%
SFS
2415
Searcy Financial Services
Kansas
$8.3M -$645K -3,770 -7%
EFG
2416
Ethos Financial Group
Pennsylvania
$8.3M +$1.26M +7,340 +18%
HZ
2417
Hixon Zuercher
Ohio
$8.28M +$614K +3,589 +8%
WC
2418
Waterloo Capital
Texas
$8.28M +$97.4K +569 +1%
BWS
2419
Buck Wealth Strategies
Colorado
$8.28M -$199K -1,160 -2%
HHGA
2420
Halbert Hargrove Global Advisors
California
$8.27M -$154K -898 -2%
PWS
2421
Paragon Wealth Strategies
Florida
$8.27M -$37.7K -220 -0.5%
ABLA
2422
Alan B. Lancz & Associates
Ohio
$8.26M -$100K -585 -1%
SCA
2423
Stokes Capital Advisors
South Carolina
$8.26M +$143K +834 +2%
LFP
2424
Leeward Financial Partners
Washington
$8.25M +$541K +3,161 +7%
PP
2425
Patron Partners
Texas
$8.23M -$134K -782 -2%