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4,605 hedge funds and large institutions have $1.6T invested in Apple in 2023 Q3 according to their latest regulatory filings, with 169 funds opening new positions, 1,784 increasing their positions, 2,377 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 96

0% more funds holding

Funds holding: 4,586 → 4,605 (+19)

0.26% less ownership

Funds ownership: 59.59% → 59.33% (-0.26%)

6% less call options, than puts

Call options by funds: $46.9B | Put options by funds: $49.7B

4% less funds holding in top 10

Funds holding in top 10: 2,856 → 2,756 (-100)

12% less capital invested

Capital invested by funds: $1.82T → $1.6T (-$222B)

25% less repeat investments, than reductions

Existing positions increased: 1,784 | Existing positions reduced: 2,377

Holders
4,605
Holders Change
+19
Holders Change %
+0.41%
% of All Funds
73.07%
Holding in Top 10
2,756
Holding in Top 10 Change
-100
Holding in Top 10 Change %
-3.5%
% of All Funds
43.73%
New
169
Increased
1,784
Reduced
2,377
Closed
96
Calls
$46.9B
Puts
$49.7B
Net Calls
-$2.81B
Net Calls Change
-$9.39B

Top Buyers

Rank Fund Capital Flow
1
CWM
Circle Wealth Management
New Jersey
+$1.65B
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$1.56B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.52B
4
Goldman Sachs
Goldman Sachs
New York
+$1.37B
5
UBS AM
UBS AM
Illinois
+$1.01B

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$3.37B
2
Jane Street
Jane Street
New York
-$2.02B
3
Deutsche Bank
Deutsche Bank
Germany
-$2B
4
Jennison Associates
Jennison Associates
New York
-$2B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.9B
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
326
Pinnacle Associates
New York
$230M -$526K -2,866 -0.2%
Fundsmith LLP
327
Fundsmith LLP
United Kingdom
$228M +$119K +651 +0%
EMPI
328
Elo Mutual Pension Insurance
Finland
$225M +$10.3M +56,405 +4%
OPERF
329
Oregon Public Employees Retirement Fund
Oregon
$225M -$18M -98,259 -7%
Pacer Advisors
330
Pacer Advisors
Pennsylvania
$225M +$4.12M +22,474 +2%
IGAM
331
iA Global Asset Management
Quebec, Canada
$224M +$4.41M +24,040 +2%
CW
332
Connectus Wealth
Ohio
$222M -$36.2M -197,435 -13%
MBI
333
Montrusco Bolton Investments
Quebec, Canada
$222M +$29.5M +161,087 +14%
Two Sigma Investments
334
Two Sigma Investments
New York
$218M +$47M +256,181 +25%
SBH
335
Segall Bryant & Hamill
Illinois
$218M -$11.3M -61,763 -5%
SCM
336
Shelton Capital Management
Colorado
$218M -$2.38M -12,993 -1%
VPIM
337
Vanguard Personalized Indexing Management
California
$217M +$16M +87,145 +7%
III
338
Independent Investors Inc
New York
$216M -$2.21M -12,036 -0.9%
BAMF
339
BI Asset Management Fondsmaeglerselskab
Denmark
$214M +$20.7M +112,695 +10%
CLOS
340
Compagnie Lombard Odier SCmA
Switzerland
$214M +$229M +1,250,031 New
MG
341
Markel Group
Virginia
$209M +$1.08M +5,900 +0.5%
BBHC
342
Brown Brothers Harriman & Co
New York
$208M +$1.13M +6,156 +0.5%
Wealthfront Advisers
343
Wealthfront Advisers
California
$208M +$121K +662 +0.1%
CA
344
Cetera Advisors
Colorado
$208M +$2.85M +15,539 +1%
SP
345
Sarasin & Partners
United Kingdom
$204M +$51.6M +281,376 +31%
KRS
346
Kentucky Retirement Systems
Kentucky
$202M -$1.94M -10,605 -0.9%
SF
347
Synovus Financial
Georgia
$200M -$4.42M -24,099 -2%
HL
348
Harding Loevner
New Jersey
$200M +$30.1M +163,961 +16%
EAM
349
Erste Asset Management
Austria
$199M +$7.89M +42,999 +4%
OC
350
Oppenheimer & Co
New York
$198M +$1.32M +7,214 +0.6%
12 13
14
15 16

AAPL Hedge Fund Activity: Q3 2023 in Review

4,605 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q3 2023, worth a combined $1.6T — down 12% from $1.82T a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new AAPL positions and 96 closed out — a net gain of 73 holders — while 1,784 added to existing stakes and 2,377 trimmed.

The largest buyer was Circle Wealth Management, adding an estimated $1.65B. The largest seller was JP Morgan Chase, cutting an estimated $3.37B.

  • 4,605 institutional investors held Apple (AAPL) as of Q3 2023, up from 4,586 in Q2 2023.
  • Funds reported $1.6T of Apple stock for Q3 2023, down 12% quarter-over-quarter.
  • 169 funds opened new Apple positions in Q3 2023 and 96 closed out, a net change of +73 holders.
  • The largest Apple buyer in Q3 2023 was Circle Wealth Management, an estimated $1.65B added.
  • The largest Apple seller in Q3 2023 was JP Morgan Chase, an estimated $3.37B sold.

Based on aggregated 13F filings for Q3 2023.