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 %
DWM
551
Dakota Wealth Management
Florida
$93.7M +$9.25M +54,028 +11%
CWM
552
Congress Wealth Management
Massachusetts
$93M +$11.1M +65,071 +14%
AIM
553
Artemis Investment Management
United Kingdom
$92.9M -$52M -303,900 -36%
AIMCA
554
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$92.8M -$960K -5,605 -1%
CBUSF
555
Construction & Building Unions Superannuation Fund
Australia
$92M -$29.4M -171,943 -24%
KWM
556
Kingsview Wealth Management
Oregon
$91.6M -$11.8M -68,805 -11%
VHAM
557
Van Hulzen Asset Management
California
$91.6M +$4.49M +26,218 +5%
TCA
558
Transcend Capital Advisors
New Jersey
$90.9M +$35.4K +207 +0%
CIP
559
Chartwell Investment Partners
Pennsylvania
$90.9M -$2.15M -12,585 -2%
EF
560
Empirical Finance
Pennsylvania
$90.5M +$7.81M +45,641 +9%
KCM
561
Kornitzer Capital Management
Kansas
$90.3M -$1.2M -7,023 -1%
KRSITF
562
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$90.1M -$811K -4,734 -0.9%
BHC
563
Bowen Hanes & Co
Florida
$90M -$723K -4,225 -0.8%
AWM
564
Apollon Wealth Management
South Carolina
$89.9M -$7.11M -41,530 -7%
TCM
565
Traynor Capital Management
Pennsylvania
$89.6M -$437K -2,555 -0.5%
RMCM
566
Reynders McVeigh Capital Management
Massachusetts
$89.1M -$2.34M -13,665 -3%
BCM
567
Brookstone Capital Management
Illinois
$88.8M +$7.57M +43,168 +9%
JWCA
568
J.W. Cole Advisors
Florida
$88.6M +$745K +4,354 +0.8%
RMA
569
Roffman Miller Associates
Pennsylvania
$88.5M -$1.07M -6,265 -1%
PHM
570
Prospect Hill Management
New Jersey
$88.2M -$20.5K -120 -0%
AIP
571
Ameritas Investment Partners
Nebraska
$87.3M -$4.72M -27,550 -5%
WGAM
572
Wilkinson Global Asset Management
New York
$87M -$723K -4,220 -0.8%
BMCM
573
Bryn Mawr Capital Management
Pennsylvania
$86.5M +$68.5M +399,926 +379%
OIA
574
OneDigital Investment Advisors
Kansas
$86.5M +$880K +5,142 +1%
ACM
575
Alta Capital Management
Utah
$85.7M -$2.86M -16,721 -3%