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 %
PWM
3651
Pinnacle Wealth Management
California
$2.31M +$105K +613 +5%
XSC
3652
X-Square Capital
Puerto Rico
$2.31M
PR
3653
Payden & Rygel
California
$2.3M -$13.8M -80,700 -86%
PRIG
3654
Payden & Rygel Investment Group
California
$2.3M +$2.3M +13,450 New
BSG
3655
Black Swift Group
Colorado
$2.3M -$448K -2,614 -16%
AGP
3656
Autumn Glory Partners
Texas
$2.3M -$251K -1,466 -10%
IA
3657
Inspire Advisors
Idaho
$2.3M +$687K +4,015 +43%
SCM
3658
Stonehearth Capital Management
Massachusetts
$2.28M -$4.79K -28 -0.2%
GCM
3659
Galibier Capital Management
Ontario, Canada
$2.28M -$278K -1,625 -11%
CAM
3660
Concorde Asset Management
Michigan
$2.28M +$32.5K +190 +1%
SHWM
3661
Smith & Howard Wealth Management
Georgia
$2.28M -$60.6K -354 -3%
DM
3662
Diker Management
New York
$2.28M -$34.2K -200 -1%
SM
3663
Sensible Money
Arizona
$2.27M +$2.05K +12 +0.1%
MAWAG
3664
Mid-American Wealth Advisory Group
Missouri
$2.27M +$1.16M +6,481 +104%
WFPG
3665
Waller Financial Planning Group
Ohio
$2.27M -$95K -555 -4%
Boston Partners
3666
Boston Partners
Massachusetts
$2.27M -$1.17M -6,835 -34%
PFA
3667
Professional Financial Advisors
Nebraska
$2.27M +$8.73K +51 +0.4%
2L
3668
25 LLC
Missouri
$2.27M +$29.6K +173 +1%
SC
3669
Steph & Co
Wisconsin
$2.26M +$58.7K +343 +3%
PWAC
3670
Private Wealth Advisors (California)
California
$2.25M -$50.5K -295 -2%
FDS
3671
First Dallas Securities
Texas
$2.25M -$15.1M -88,427 -87%
DM
3672
Delphi Management
Massachusetts
$2.25M -$275K -1,605 -11%
SAS
3673
Stelac Advisory Services
New York
$2.24M +$987K +5,457 +79%
SRG
3674
SBB Research Group
Illinois
$2.24M +$2.4K +14 +0.1%
VIM
3675
VELA Investment Management
Ohio
$2.24M +$77.9K +455 +4%