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 %
ACA
526
Aptus Capital Advisors
Alabama
$102M +$7.48M +43,690 +8%
BFG
527
Bleakley Financial Group
New Jersey
$102M -$5.42M -31,680 -5%
AA
528
Ancora Advisors
Ohio
$101M -$1.36M -7,942 -1%
MWM
529
Mission Wealth Management
California
$101M +$1.3M +7,616 +1%
NC
530
Nicholas Company
Wisconsin
$100M -$15.4K -90 -0%
FNBT
531
FineMark National Bank & Trust
Florida
$99.5M -$1.79M -10,482 -2%
BFS
532
Bard Financial Services
Connecticut
$99.3M -$225K -1,315 -0.2%
CF
533
Cantor Fitzgerald
New York
$98.7M -$5.46M -31,884 -5%
SAI
534
Systematic Alpha Investments
New Jersey
$98.6M
WC
535
Whitney & Co
New York
$97.7M -$222K -1,299 -0.2%
NP
536
NS Partners
United Kingdom
$97.5M -$957K -5,591 -1%
TCOV
537
Trust Company of Vermont
Vermont
$97.3M -$75.7K -442 -0.1%
JLBC
538
J.L. Bainbridge & Co
Florida
$97.2M -$15.4M -90,014 -14%
O
539
Ossiam
France
$96.7M -$86.9M -507,336 -47%
DJSG
540
D.J. St. Germain
Massachusetts
$96.6M -$4.97M -29,045 -5%
Envestnet Portfolio Solutions
541
Envestnet Portfolio Solutions
Illinois
$96.4M +$96.4M +563,164 New
LFAS
542
Level Four Advisory Services
Texas
$95.7M -$2.69M -15,702 -3%
CAM
543
Cacti Asset Management
Georgia
$95.5M -$1.93M -11,250 -2%
AAM
544
Advisors Asset Management
Colorado
$95.4M -$8.37M -48,866 -8%
MVIP
545
Mar Vista Investment Partners
California
$95.3M -$7.7M -44,979 -7%
AAM
546
AMI Asset Management
California
$95M -$12.3M -71,590 -11%
MGIA
547
Moneta Group Investment Advisors
Missouri
$95M +$235K +1,375 +0.2%
EH
548
Equitable Holdings
New York
$94.8M +$4.32M +25,252 +5%
ZCI
549
Zevenbergen Capital Investments
Washington
$94.3M -$3.46M -20,230 -4%
CPSAC
550
Chas P. Smith & Associates (CPS)
Florida
$94.1M -$3.53M -20,604 -4%