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 %
SEM
826
Suncoast Equity Management
Florida
$50.5M +$709K +4,143 +1%
FFM
827
Forum Financial Management
Illinois
$50.5M -$1.13M -6,571 -2%
SEIA
828
Signature Estate & Investment Advisors
California
$50.5M +$550K +3,210 +1%
BST
829
Bath Savings Trust
Maine
$50.4M -$929K -5,429 -2%
MAM
830
Meeder Asset Management
Ohio
$50.3M -$26.7M -155,684 -35%
SCA
831
Stonebridge Capital Advisors
Minnesota
$50.3M -$4.16M -24,321 -8%
DWM
832
Dorchester Wealth Management
Quebec, Canada
$50.3M +$5.66M +33,070 +13%
BWM
833
Brickley Wealth Management
California
$50.3M +$34.1K +199 +0.1%
GCM
834
GuideStone Capital Management
Texas
$50.3M
OPCM
835
Osborne Partners Capital Management
California
$49.9M -$410K -2,397 -0.8%
FB
836
Fulton Bank
Pennsylvania
$49.7M -$628K -3,668 -1%
LC
837
Lindbrook Capital
California
$49.5M -$454K -2,652 -0.9%
LNB
838
Ledyard National Bank
$49.5M -$943K -5,506 -2%
HCS
839
Himension Capital (Singapore)
Singapore
$49.5M +$20.6M +120,477 +71%
MHIC
840
Marble Harbor Investment Counsel
Massachusetts
$49.5M -$469K -2,737 -0.9%
HWA
841
Heritage Wealth Advisors
Virginia
$49.3M +$152K +888 +0.3%
PVI
842
Pine Valley Investments
New Jersey
$49.3M +$4.64M +27,107 +10%
LRPA
843
L. Roy Papp & Associates
Arizona
$49M -$723K -4,223 -1%
Group One Trading
844
Group One Trading
Illinois
$48.9M +$48.9M +285,651 New
FTDI
845
First Trust Direct Indexing
Massachusetts
$48.9M -$3.46M -20,228 -7%
SFO
846
Stokes Family Office
Louisiana
$48.8M -$809K -4,728 -2%
ST
847
Smithfield Trust
Pennsylvania
$48.8M +$16.7M +97,634 +52%
VCM
848
Violich Capital Management
California
$48.6M -$1.09M -6,350 -2%
KFP
849
KMG Fiduciary Partners
Ohio
$48.6M +$351K +2,053 +0.7%
PCA
850
Private Capital Advisors
Connecticut
$48.5M -$1.27M -7,423 -3%