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 %
Squarepoint
276
Squarepoint
New York
$323M +$26.7M +156,047 +9%
TAMH
277
Taikang Asset Management (HK)
Hong Kong
$322M
NA
278
NewEdge Advisors
Louisiana
$321M +$39.4M +230,236 +14%
TIAA Trust, National Association
279
TIAA Trust, National Association
North Carolina
$320M +$320M +1,867,076 New
BBVA
280
Banco Bilbao Vizcaya Argentaria
Spain
$315M -$1.17M -6,833 -0.4%
AIM
281
Achmea Investment Management
Netherlands
$314M +$10.1M +58,876 +3%
AssetMark Inc
282
AssetMark Inc
California
$310M -$900K -5,255 -0.3%
SMDAM
283
Sumitomo Mitsui DS Asset Management
Japan
$309M +$10.3M +60,162 +3%
WF
284
Welch & Forbes
Massachusetts
$306M -$1.94M -11,319 -0.6%
JAM
285
Jupiter Asset Management
United Kingdom
$302M -$7.35M -42,911 -2%
RFC
286
Regions Financial Corp
Alabama
$296M -$1.5M -8,764 -0.5%
Cetera Investment Advisers
287
Cetera Investment Advisers
Illinois
$296M -$18.5M -108,246 -6%
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$296M +$27.5M +160,614 +10%
RAM
289
RJA Asset Management
Connecticut
$293M -$14.1M -82,500 -5%
FT
290
Fiduciary Trust
Massachusetts
$292M -$8.95M -52,295 -3%
Vontobel Holding
291
Vontobel Holding
Switzerland
$290M -$28.7M -167,802 -9%
LWCFA
292
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$290M -$1.54M -8,700 -0.5%
EWA
293
EP Wealth Advisors
California
$290M +$26.9M +156,951 +10%
WT
294
Whittier Trust
California
$283M +$2.16M +12,614 +0.8%
IMCOOI
295
Investment Management Corp of Ontario (IMCO)
Canada
$282M +$16.1M +93,809 +6%
PGFC
296
Peapack-Gladstone Financial Corp
New Jersey
$281M -$4.25M -24,831 -1%
HPC
297
HM Payson & Co
Maine
$281M -$819K -4,781 -0.3%
MAM
298
Magellan Asset Management
Australia
$281M -$120M -700,014 -30%
WorldQuant Millennium Advisors
299
WorldQuant Millennium Advisors
New York
$277M +$27.4M +159,971 +11%
EIP
300
Epoch Investment Partners
New York
$265M -$26.9M -156,862 -9%