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 %
ARMT
2926
Amica Retiree Medical Trust
Rhode Island
$5.13M
OFA
2927
Oak Family Advisors
Illinois
$5.11M -$7.53K -44 -0.1%
BOM
2928
Bank of Marin
California
$5.1M -$140K -815 -3%
RSA
2929
River Street Advisors
Illinois
$5.09M +$107K +625 +2%
BWM
2930
BigSur Wealth Management
Florida
$5.08M -$142K -830 -3%
GWAG
2931
Garrett Wealth Advisory Group
Texas
$5.08M +$50.7K +296 +1%
MWM
2932
Mascoma Wealth Management
New Hampshire
$5.08M +$113K +659 +2%
HFS
2933
Heritage Financial Services
Massachusetts
$5.08M +$65.7K +384 +1%
KWM
2934
Kolinsky Wealth Management
New Jersey
$5.07M -$306K -1,790 -6%
MWP
2935
Madison Wealth Partners
Wisconsin
$5.07M +$179K +1,047 +4%
NERM
2936
New England Research & Management
Illinois
$5.06M -$7.7K -45 -0.2%
EDRIA
2937
Edmonds Duncan Registered Investment Advisors
Kansas
$5.06M +$4.55M +266,003 +900%
RCS
2938
Retirement Capital Strategies
California
$5.06M -$62.1K -363 -1%
AAM
2939
Auxier Asset Management
Oregon
$5.05M -$182K -1,063 -3%
CCA
2940
Column Capital Advisors
Indiana
$5.05M -$30.3K -673 -0.6%
HG
2941
Herbst Group
Connecticut
$5.05M +$176K +1,030 +4%
JCM
2942
Jacobsen Capital Management
Utah
$5.04M +$859K +5,017 +21%
AIFAIM
2943
American Institute for Advanced Investment Management
Arizona
$5.04M -$516K -2,831 -9%
PMA
2944
Prudent Man Advisors
Illinois
$5.04M -$228K -1,313 -4%
BIA
2945
Bell Investment Advisors
California
$5.04M +$810K +4,729 +19%
AWP
2946
Accretive Wealth Partners
New Jersey
$5.03M +$23.6K +138 +0.5%
VFP
2947
Verus Financial Partners
Virginia
$5.02M +$69.2K +387 +1%
IIL
2948
Insight Inv LLC
California
$5.02M -$89.5K -510 -2%
PBF
2949
Petix & Botte Financial
California
$5.02M +$1.54K +9 +0%
DMBA
2950
Deseret Mutual Benefit Administrators
Utah
$5.02M -$551K -3,217 -10%