Apple
AAPL
4,966 hedge funds and large institutions have $1.85T invested in Apple in 2023 Q4 according to their latest regulatory filings, with 520 funds opening new positions, 1,738 increasing their positions, 2,462 reducing their positions, and 76 closing their positions.
584% more first-time investments, than exits
New positions opened: 520 | Existing positions closed: 76
16% more capital invested
Capital invested by funds: $1.6T → $1.85T (+$250B)
8% more funds holding
Funds holding: 4,605 → 4,966 (+361)
6% more funds holding in top 10
Funds holding in top 10: 2,756 → 2,927 (+171)
2.2% more ownership
Funds ownership: 59.33% → 61.54% (+2.2%)
2% more call options, than puts
Call options by funds: $51.9B | Put options by funds: $51.1B
29% less repeat investments, than reductions
Existing positions increased: 1,738 | Existing positions reduced: 2,462
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$42.3B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.34B |
| 3 |
State Street
Boston,
Massachusetts
|
+$3.09B |
| 4 |
BlackRock
New York
|
+$2.03B |
| 5 |
Cerity Partners
New York
|
+$1.74B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$1.85B |
| 2 |
Goldman Sachs
New York
|
-$1.58B |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$1.49B |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$1.25B |
| 5 |
QP
Quilter Plc
London,
United Kingdom
|
-$1.04B |
AAPL Hedge Fund Activity: Q4 2023 in Review
4,966 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2023, worth a combined $1.85T — up 16% from $1.6T a quarter earlier.
Buyers outnumbered sellers: 520 funds opened new AAPL positions and 76 closed out — a net gain of 444 holders — while 1,738 added to existing stakes and 2,462 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $42.3B. The largest seller was Berkshire Hathaway, cutting an estimated $1.85B.
- 4,966 institutional investors held Apple (AAPL) as of Q4 2023, up from 4,605 in Q3 2023.
- Funds reported $1.85T of Apple stock for Q4 2023, up 16% quarter-over-quarter.
- 520 funds opened new Apple positions in Q4 2023 and 76 closed out, a net change of +444 holders.
- The largest Apple buyer in Q4 2023 was Morgan Stanley, an estimated $42.3B added.
- The largest Apple seller in Q4 2023 was Berkshire Hathaway, an estimated $1.85B sold.
Based on aggregated 13F filings for Q4 2023.