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 %
ESCM
376
Echo Street Capital Management
New York
$170M -$7.51M -43,870 -4%
WI
377
Wafra Inc
New York
$169M -$27.2M -158,902 -14%
TAM
378
Trillium Asset Management
Massachusetts
$169M -$8.95M -52,253 -5%
ECU
379
Eisler Capital (UK)
United Kingdom
$169M +$164M +957,408 +3,494%
CA
380
Clearstead Advisors
Ohio
$168M +$92.4M +539,946 +122%
FGAM
381
Financial Gravity Asset Management
Texas
$168M +$160M +194,369 +1,988%
MYIA
382
Mount Yale Investment Advisors
Colorado
$168M +$13.5M +78,880 +9%
PWM
383
Perigon Wealth Management
California
$167M +$431K +2,518 +0.3%
KIA
384
KCM Investment Advisors
California
$167M -$4.38M -25,595 -3%
TAM
385
Tocqueville Asset Management
New York
$166M -$6.02M -35,154 -3%
CTB
386
Country Trust Bank
Illinois
$166M -$6.83M -39,914 -4%
CGH
387
Crossmark Global Holdings
Texas
$166M -$649K -3,640 -0.4%
CAM
388
ClariVest Asset Management
California
$165M -$11.5M -67,396 -7%
BIM
389
Bridges Investment Management
Nebraska
$165M -$7.41M -43,257 -4%
AAIS
390
ABN AMRO Investment Solutions
$164M +$13.4M +78,219 +9%
OIAM
391
OFI Invest Asset Management
France
$164M +$164M +1,015,169 New
EI
392
Ethic Inc
New York
$164M +$12.9M +75,596 +9%
CS
393
Clear Street
New York
$163M +$77.1M +450,600 +90%
KPWS
394
Kestra Private Wealth Services
Texas
$163M +$9.83M +57,418 +6%
ICG
395
InterOcean Capital Group
Tennessee
$163M +$10.7M +62,514 +7%
Kovitz Investment Group Partners
396
Kovitz Investment Group Partners
Illinois
$161M -$29.1M -170,022 -15%
IMRF
397
Illinois Municipal Retirement Fund
Illinois
$161M -$986K -5,761 -0.6%
BS
398
Banco Santander
Spain
$160M +$31.7M +184,931 +25%
FLPIM
399
F.L. Putnam Investment Management
Massachusetts
$159M +$4.52M +26,402 +3%
MWM
400
Modera Wealth Management
New Jersey
$159M -$5.69M -33,234 -3%