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 %
TA
751
TRB Advisors
New York
$58.2M
RF
752
Rollins Financial
Georgia
$58.2M +$4.73M +27,644 +9%
ANTB
753
AMG National Trust Bank
Colorado
$58.1M -$1.5M -8,784 -3%
LBC
754
Lowe Brockenbrough & Co
Virginia
$58M -$2.65M -15,505 -4%
CRC
755
Curi RMB Capital
Illinois
$57.5M -$1.26M -7,338 -2%
WP
756
WealthPLAN Partners
Nebraska
$57.5M +$10.9M +63,659 +23%
SCI
757
S&CO Inc
Massachusetts
$57.5M -$1.87M -10,936 -3%
HSA
758
HBK Sorce Advisory
Pennsylvania
$57.4M +$154K +901 +0.3%
LIA
759
LS Investment Advisors
Michigan
$57.4M -$1.48M -8,644 -3%
GRP
760
Global Retirement Partners
California
$57.3M +$1.16M +6,684 +2%
GHA
761
GW Henssler & Associates
Georgia
$57.2M -$618K -3,611 -1%
LI
762
LMCG Investments
Massachusetts
$56.8M -$1.34M -7,834 -2%
MAM
763
Martingale Asset Management
Massachusetts
$56.8M -$947K -5,529 -2%
NL
764
NWAM LLC
Washington
$56.7M +$1.85M +10,781 +3%
TAM
765
Taurus Asset Management
New York
$56.7M -$234K -1,368 -0.4%
MSR
766
Main Street Research
Connecticut
$56.6M +$10.3M +60,400 +22%
AIM
767
Allen Investment Management
New York
$56.1M +$50K +292 +0.1%
BFIM
768
Beese Fulmer Investment Management
Ohio
$56.1M -$1.86M -10,873 -3%
Jones Financial Companies
769
Jones Financial Companies
Missouri
$55.6M -$112K -656 -0.2%
NB
770
NBT Bank
New York
$55.6M +$20.1M +117,379 +57%
NEI
771
Northwest & Ethical Investments
Ontario, Canada
$55.6M +$691K +4,034 +1%
AC
772
Avenir Corporation
Virginia
$55.5M +$288K +1,683 +0.5%
TG
773
TCW Group
California
$55.5M +$844K +4,932 +2%
OWM
774
Opes Wealth Management
California
$55.4M +$1.33M +7,774 +2%
PWAG
775
Polaris Wealth Advisory Group
California
$55.3M +$24.1M +140,750 +77%