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 %
EM
2851
ELCO Management
New York
$5.54M -$413K -2,415 -7%
CAMV
2852
Concord Asset Management (Virginia)
Virginia
$5.54M +$459K +2,683 +9%
BIA
2853
Bigelow Investment Advisors
Maine
$5.54M -$19.5K -114 -0.4%
GCM
2854
Glynn Capital Management
California
$5.53M
PWMG
2855
Provence Wealth Management Group
California
$5.53M -$1.71M -9,985 -24%
GPA
2856
Garrison Point Advisors
California
$5.52M -$12.5K -73 -0.2%
NF
2857
Nvest Financial
New Hampshire
$5.52M -$27.2K -159 -0.5%
TFO
2858
Tarbox Family Office
California
$5.52M -$183K -1,068 -3%
HT
2859
Headlands Technologies
Illinois
$5.51M -$11.9M -69,647 -68%
ACM
2860
Ayrshire Capital Management
Connecticut
$5.51M -$680K -3,969 -11%
WQ
2861
Wealth Quarterback
New Jersey
$5.51M -$167K -977 -3%
RB
2862
Rodgers Brothers
Pennsylvania
$5.51M +$257K +1,501 +5%
BMC
2863
Beaton Management Company
Massachusetts
$5.5M +$339K +1,979 +7%
MWP
2864
Meridian Wealth Partners
Pennsylvania
$5.49M +$183K +1,070 +3%
SL
2865
Sentry LLC
Tennessee
$5.49M -$632K -3,690 -10%
SSW
2866
Smith Shellnut Wilson
Mississippi
$5.48M -$14.9K -87 -0.3%
PWA
2867
Phoenix Wealth Advisors
North Carolina
$5.46M +$51.2K +299 +0.9%
GA
2868
Goldstein Advisors
Wisconsin
$5.46M -$79.4K -464 -1%
MSK
2869
Melissa S. Kampmann
$5.45M +$5.45M +31,857 New
SCM
2870
Seascape Capital Management
New Hampshire
$5.45M +$10.4K +61 +0.2%
HDIM
2871
Hanson & Doremus Investment Management
Vermont
$5.45M -$84.6K -494 -2%
CST
2872
Charles Schwab Trust
Nevada
$5.44M +$363K +2,120 +7%
RAM
2873
Ramirez Asset Management
New York
$5.44M +$5.44M +31,754 New
LAM
2874
Lakewood Asset Management
Illinois
$5.43M -$120K -703 -2%
WHCI
2875
W.H. Cornerstone Investments
Massachusetts
$5.43M +$39K +228 +0.7%