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 %
IC
301
IEQ Capital
California
$262M +$845K +4,935 +0.3%
SG Americas Securities
302
SG Americas Securities
New York
$261M +$137M +800,477 +110%
LGF
303
LGT Group Foundation
Liechtenstein
$261M +$262K +1,510 +0.1%
MCM
304
MAI Capital Management
Ohio
$259M -$5.94M -34,683 -2%
DADC
305
D.A. Davidson & Co
Montana
$258M -$4.57M -26,686 -2%
CGPCS
306
Capital Group Private Client Services
California
$255M -$3.37M -19,671 -1%
LSERS
307
Louisiana State Employees Retirement System
Louisiana
$255M -$6.39M -37,300 -2%
CAG
308
Crestwood Advisors Group
Massachusetts
$254M +$20.6M +120,459 +9%
FCI
309
Financial Counselors Inc
Kansas
$254M -$4.23M -24,679 -2%
FWCM
310
Ferguson Wellman Capital Management
Oregon
$251M -$1.12M -6,546 -0.4%
ATN
311
AMF Tjänstepension
Sweden
$250M -$129M -755,785 -34%
CTC
312
Central Trust Company
Missouri
$250M -$4.81M -28,085 -2%
UB
313
UMB Bank
Missouri
$250M -$8.92M -52,128 -3%
GPCM
314
Greenbrier Partners Capital Management
Texas
$248M
GIBU
315
Gulf International Bank (UK)
United Kingdom
$248M -$25.9M -151,144 -9%
ZIM
316
Zacks Investment Management
Illinois
$247M -$781K -4,562 -0.3%
BCIM
317
British Columbia Investment Management
British Columbia, Canada
$245M +$287K +1,679 +0.1%
ASC
318
Atalanta Sosnoff Capital
New York
$241M -$44.3M -258,958 -16%
PWLP
319
Prio Wealth Limited Partnership
Massachusetts
$237M -$7.21M -42,129 -3%
BFS
320
Bradley Foster & Sargent
Connecticut
$236M
CAM
321
Congress Asset Management
Massachusetts
$236M -$429K -2,506 -0.2%
AWS
322
Atria Wealth Solutions
New York
$236M -$6.2M -36,224 -3%
BTCPP
323
Border to Coast Pensions Partnership
United Kingdom
$230M -$10.4M -60,956 -4%
PA
324
Pinnacle Associates
New York
$230M -$491K -2,866 -0.2%
Fundsmith LLP
325
Fundsmith LLP
United Kingdom
$228M +$111K +651 +0%