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 %
HIC
851
Hartline Investment Corp
Illinois
$48.4M +$244K +1,426 +0.5%
MC
852
Middleton & Co
Massachusetts
$48.4M -$622K -3,633 -1%
JC
853
Jacobs & Co
California
$48.4M -$1.39M -8,103 -3%
KOCAA
854
Knights of Columbus Asset Advisors
Connecticut
$48.2M -$1.35M -7,888 -3%
WAM
855
Wolverine Asset Management
Illinois
$48.1M +$48.1M +280,911 New
COLIM
856
City of London Investment Management
United Kingdom
$48M +$1.32M +7,685 +3%
ATPW
857
Ashton Thomas Private Wealth
Arizona
$48M +$2.78M +16,256 +6%
MIM
858
Marco Investment Management
Georgia
$48M -$617K -3,606 -1%
FFA
859
Fragasso Financial Advisors
Pennsylvania
$47.9M +$335K +1,956 +0.7%
BAM
860
Berkshire Asset Management
Pennsylvania
$47.8M +$26.2K +153 +0.1%
AAM
861
Aureus Asset Management
Massachusetts
$47.8M -$4.57M -26,709 -9%
OC
862
Oakmont Corp
California
$47.6M -$29.1M -170,210 -38%
TSW
863
Thompson Siegel & Walmsley
Virginia
$47.4M +$2.45M +14,335 +5%
BHWM
864
Bar Harbor Wealth Management
New Hampshire
$47.4M -$897K -5,240 -2%
EFS
865
Essex Financial Services
Connecticut
$47.4M -$1.21M -7,061 -2%
NCM
866
Narwhal Capital Management
Georgia
$47.2M -$1.45M -8,456 -3%
PIM
867
Penobscot Investment Management
Massachusetts
$47.2M +$17.2M +100,694 +58%
WIM
868
WealthPlan Investment Management
Nebraska
$47.2M +$19.9M +116,093 +73%
LG
869
LaFleur & Godfrey
Michigan
$47.2M -$637K -3,723 -1%
SAM
870
Sawgrass Asset Management
Florida
$47.2M -$4.02M -23,491 -8%
BIA
871
Biondo Investment Advisors
Pennsylvania
$47.1M +$449K +2,622 +1%
AF
872
Alerus Financial
North Dakota
$47.1M +$17.4M +101,553 +59%
GG
873
Greenwood Gearhart
Arkansas
$46.7M +$881K +5,147 +2%
HTHT
874
Hemenway Trust Hemenway Trust
New Hampshire
$46.4M -$313K -1,829 -0.7%
FC
875
Forte Capital
New York
$46.4M +$835K +4,876 +2%