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 %
GIA
951
Gladstone Institutional Advisory
Florida
$39.7M -$280K -1,636 -0.7%
HI
952
Hendershot Investments
Virginia
$39.7M -$321K -1,872 -0.8%
PAM
953
Palisade Asset Management
Minnesota
$39.6M -$517K -3,017 -1%
HT
954
Heritage Trust
Oklahoma
$39.5M -$291K -1,700 -0.7%
TCM
955
Telos Capital Management
California
$39.4M -$88.3K -516 -0.2%
MME
956
Meag Munich Ergo
Germany
$39.4M +$18.1K +106 +0%
AC
957
Abbrea Capital
California
$39.3M +$153K +896 +0.4%
BWA
958
Bordeaux Wealth Advisors
California
$39.3M +$31K +181 +0.1%
VCM
959
Vision Capital Management
Oregon
$39.3M -$913K -5,330 -2%
OGC
960
Oak Grove Capital
New Hampshire
$39.2M +$628K +3,669 +2%
SWA
961
SFMG Wealth Advisors
Texas
$38.9M +$2.28M +13,317 +6%
AA
962
ALPS Advisors
Colorado
$38.8M +$5.49M +32,077 +16%
VWM
963
Valley Wealth Managers
New Jersey
$38.8M -$2.28M -13,308 -6%
BCM
964
BTC Capital Management
Iowa
$38.8M -$1.03M -5,992 -3%
CCG
965
Cypress Capital Group
Florida
$38.7M -$233K -1,358 -0.6%
FG
966
Fiduciary Group
Georgia
$38.6M -$291K -1,697 -0.7%
ECM
967
Estabrook Capital Management
New York
$38.6M -$846K -4,943 -2%
KJHP
968
K.J. Harrison & Partners
Ontario, Canada
$38.6M +$262K +1,530 +0.7%
DMIC
969
Dixon Mitchell Investment Counsel
British Columbia, Canada
$38.5M -$252K -1,472 -0.6%
FHA
970
Flagship Harbor Advisors
Massachusetts
$38.3M +$1.36M +7,936 +4%
MTIC
971
Missouri Trust & Investment Company
Missouri
$38.2M +$33.5M +195,927 +715%
GA
972
GFS Advisors
Texas
$38.2M +$7.39M +43,168 +24%
PCM
973
Pennsylvania Capital Management
Pennsylvania
$38.2M -$27.6K -161 -0.1%
VCA
974
Verdence Capital Advisors
Maryland
$38.2M +$2.73M +15,951 +8%
TGAM
975
TBH Global Asset Management
Tennessee
$38.1M +$288K +1,685 +0.8%