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 %
AUB
926
Atlantic Union Bankshares
Virginia
$41.7M +$1.92M +11,235 +5%
SVWAG
927
Sound View Wealth Advisors Group
Georgia
$41.5M +$3.38M +19,771 +9%
ACM
928
Aljian Capital Management
Nevada
$41.4M -$423K -2,470 -1%
WA
929
Waverly Advisors
Alabama
$41.2M +$4.86M +28,377 +13%
JMFC
930
J.M. Forbes & Co
Massachusetts
$41.1M +$1.03M +6,000 +3%
PAI
931
Pittenger & Anderson Inc
Nebraska
$41.1M -$289K -1,688 -0.7%
WWA
932
WCG Wealth Advisors
Nevada
$41.1M +$41.1M +239,971 New
CIC
933
Crawford Investment Counsel
Georgia
$41M +$144K +842 +0.4%
MIA
934
MainStreet Investment Advisors
Illinois
$40.9M -$1.64M -9,585 -4%
BC
935
Belmont Capital
California
$40.8M +$7.74M +45,234 +23%
HI
936
Hoey Investments
Pennsylvania
$40.7M +$1.46M +8,533 +4%
TC
937
Telemus Capital
Michigan
$40.4M -$1.65M -9,634 -4%
WEG
938
World Equity Group
Illinois
$40.4M +$20.2M +117,822 +100%
ACM
939
Aquatic Capital Management
Illinois
$40.4M +$33.1M +193,400 +455%
WPW
940
Waldron Private Wealth
Pennsylvania
$40.4M -$622K -3,634 -2%
AC
941
Avestar Capital
New York
$40.3M +$378K +2,206 +0.9%
LWCA
942
Locust Wood Capital Advisers
New York
$40.3M +$229K +1,340 +0.6%
MAS
943
Meeder Advisory Services
Ohio
$40.2M -$5.62M -32,848 -12%
PWMAG
944
Pinnacle Wealth Management Advisory Group
New Jersey
$40.2M -$844K -4,932 -2%
WI
945
Wahed Invest
New York
$40.2M +$3.29M +19,226 +9%
CIM
946
Corda Investment Management
Texas
$40.1M -$686K -4,009 -2%
SC
947
SouthState Corp
Florida
$39.9M -$9.97M -58,207 -20%
MG
948
Mather Group
Illinois
$39.9M +$6.01M +35,129 +18%
CPIG
949
Chicago Partners Investment Group
Illinois
$39.9M +$1.13M +6,506 +3%
AWA
950
Aaron Wealth Advisors
Illinois
$39.8M +$386K +2,257 +1%