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 %
PWP
701
Principle Wealth Partners
Connecticut
$63.3M -$336K -1,963 -0.5%
MYLI
702
Meiji Yasuda Life Insurance
Japan
$63.2M +$12.9M +75,548 +26%
IAIM
703
International Assets Investment Management
Florida
$63.1M +$6.28M +48,522 +11%
AAM
704
Ardevora Asset Management
United Kingdom
$63.1M -$42M -245,503 -40%
DIA
705
Davidson Investment Advisors
Montana
$63.1M +$1.33M +7,788 +2%
WIM
706
Waverton Investment Management
United Kingdom
$62.7M +$2.57M +15,000 +4%
TF
707
Talbot Financial
Washington
$62M -$263K -1,538 -0.4%
RBA
708
Richard Bernstein Advisors
New York
$61.9M -$3.4M -19,851 -5%
AIM
709
Avity Investment Management
Connecticut
$61.8M -$1.19M -6,954 -2%
PAS
710
Park Avenue Securities
New York
$61.6M +$2.34M +13,653 +4%
CWM
711
Cornerstone Wealth Management
Missouri
$61.5M +$977K +5,705 +2%
MTC
712
McDaniel Terry & Co
Texas
$61.5M +$461K +2,691 +0.8%
ACM
713
Academy Capital Management
Texas
$61.3M -$363K -2,122 -0.6%
AIS
714
AM Investment Strategies
Tennessee
$61.2M +$398K +2,322 +0.7%
HCM
715
Howland Capital Management
Massachusetts
$61.2M +$5.51M +32,176 +10%
CM
716
Cercano Management
Washington
$61.1M +$58.3M +340,274 +2,071%
FHA
717
First Horizon Advisors
Tennessee
$60.9M -$35.8K -209 -0.1%
JWBC
718
J.W. Burns & Co
New York
$60.9M -$487K -2,845 -0.8%
BHIA
719
Birch Hill Investment Advisors
Massachusetts
$60.6M -$1.25M -7,273 -2%
CIC
720
Chilton Investment Company
Connecticut
$60.4M +$50.1M +292,369 +484%
CHAM
721
Clear Harbor Asset Management
Connecticut
$60.1M -$687K -4,012 -1%
VVP
722
Venture Visionary Partners
Ohio
$60M -$1.77M -10,343 -3%
CTA
723
Chesley Taft & Associates
Illinois
$59.9M -$800K -4,672 -1%
HIA
724
Harbor Investment Advisory
Maryland
$59.7M -$433K -2,656 -0.7%
GKWIM
725
Gerber Kawasaki Wealth & Investment Management
California
$59.6M +$1.07M +6,256 +2%