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 %
API
426
Advisor Partners II
California
$143M +$8.82M +51,497 +7%
LNWWM
427
Laird Norton Wetherby Wealth Management
California
$142M +$1.09M +6,389 +0.8%
SFA
428
Sequoia Financial Advisors
Ohio
$140M +$1.9M +11,108 +1%
PP
429
Prudential plc
United Kingdom
$139M +$745K +4,350 +0.5%
SBIA
430
Sheaff Brock Investment Advisors
Indiana
$138M -$1.34M -7,829 -1%
SAM
431
Silvercrest Asset Management
New York
$138M -$233K -1,363 -0.2%
JSW
432
Journey Strategic Wealth
New Jersey
$138M +$123K +717 +0.1%
PP
433
Patten & Patten
Tennessee
$137M -$2.12M -12,375 -2%
BCI
434
Brinker Capital Investments
Pennsylvania
$137M +$47.1M +275,156 +52%
OPS
435
Orion Portfolio Solutions
Nebraska
$137M +$47.1M +275,156 +52%
TFA
436
Teamwork Financial Advisors
Texas
$137M +$1.92M +11,226 +1%
SPC
437
Sigma Planning Corp
Michigan
$136M -$4.82M -28,124 -3%
DILIC
438
Dai-ichi Life Insurance Company
Japan
$135M -$5.66M -33,050 -4%
PCIA
439
Prime Capital Investment Advisors
Kansas
$135M -$13.3M -77,864 -9%
CA
440
Cullinan Associates
Kentucky
$134M +$7.91M +46,216 +6%
BRWA
441
B. Riley Wealth Advisors
Florida
$133M -$101M -592,336 -43%
HIMC
442
Heritage Investors Management Corp
Maryland
$133M -$3.14M -18,331 -2%
PCM
443
Parsons Capital Management
Rhode Island
$133M -$591K -3,454 -0.4%
HW
444
Hancock Whitney
Mississippi
$132M -$9.3M -54,309 -7%
CSIC
445
Clifford Swan Investment Counsel
California
$132M -$3.26M -19,046 -2%
SI
446
Stephens Inc
Arkansas
$132M -$6.83M -39,911 -5%
CT
447
Cambridge Trust
Massachusetts
$132M +$3.05M +17,821 +2%
NMERB
448
New Mexico Educational Retirement Board
New Mexico
$131M +$7.94M +46,400 +6%
LCM
449
Logan Capital Management
Pennsylvania
$130M -$2.03M -11,865 -2%
PA
450
Parallel Advisors
California
$130M +$495K +2,889 +0.4%