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4,605 hedge funds and large institutions have $1.6T invested in Apple in 2023 Q3 according to their latest regulatory filings, with 169 funds opening new positions, 1,784 increasing their positions, 2,377 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 96

0% more funds holding

Funds holding: 4,586 → 4,605 (+19)

0.26% less ownership

Funds ownership: 59.59% → 59.33% (-0.26%)

6% less call options, than puts

Call options by funds: $46.9B | Put options by funds: $49.7B

4% less funds holding in top 10

Funds holding in top 10: 2,856 → 2,756 (-100)

12% less capital invested

Capital invested by funds: $1.82T → $1.6T (-$222B)

25% less repeat investments, than reductions

Existing positions increased: 1,784 | Existing positions reduced: 2,377

Holders
4,605
Holders Change
+19
Holders Change %
+0.41%
% of All Funds
73.07%
Holding in Top 10
2,756
Holding in Top 10 Change
-100
Holding in Top 10 Change %
-3.5%
% of All Funds
43.73%
New
169
Increased
1,784
Reduced
2,377
Closed
96
Calls
$46.9B
Puts
$49.7B
Net Calls
-$2.81B
Net Calls Change
-$9.39B

Top Buyers

Rank Fund Capital Flow
1
CWM
Circle Wealth Management
New Jersey
+$1.65B
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$1.56B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.52B
4
Goldman Sachs
Goldman Sachs
New York
+$1.37B
5
UBS AM
UBS AM
Illinois
+$1.01B

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$3.37B
2
Jane Street
Jane Street
New York
-$2.02B
3
Deutsche Bank
Deutsche Bank
Germany
-$2B
4
Jennison Associates
Jennison Associates
New York
-$2B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.9B
Name Holding Trade Value Shares
Change 		Change in
Stake
DMIC
976
Dixon Mitchell Investment Counsel
British Columbia, Canada
$38.5M -$270K -1,472 -0.6%
FHA
977
Flagship Harbor Advisors
Massachusetts
$38.3M +$1.46M +7,936 +4%
MTIC
978
Missouri Trust & Investment Company
Missouri
$38.2M +$35.9M +195,927 +715%
GA
979
GFS Advisors
Texas
$38.2M +$7.92M +43,168 +24%
PCM
980
Pennsylvania Capital Management
Pennsylvania
$38.2M -$29.5K -161 -0.1%
VCA
981
Verdence Capital Advisors
Maryland
$38.2M +$2.93M +15,951 +8%
TGAM
982
TBH Global Asset Management
Tennessee
$38.1M +$309K +1,685 +0.8%
SC
983
Skylands Capital
Wisconsin
$38.1M -$2.49M -13,605 -6%
FMC
984
First Merchants Corp
Indiana
$38M -$57.2K -312 -0.1%
RG
985
Renaissance Group
Kentucky
$38M -$1.1M -5,994 -3%
SQA
986
Simon Quick Advisors
New Jersey
$38M +$1.44M +7,829 +4%
MCM
987
McKinley Capital Management
Alaska
$37.9M -$1.59M -8,697 -4%
OC
988
Oakworth Capital
Alabama
$37.9M -$1.97M -10,763 -5%
NHAS
989
Novo Holdings A/S
Denmark
$37.9M – – –
SBWIC
990
Schaper Benz & Wise Investment Counsel
Wisconsin
$37.9M -$568K -3,096 -1%
RMC
991
Resources Management Corp
Connecticut
$37.9M -$1.12M -6,085 -3%
KA
992
Kintegral Advisory
New York
$37.8M -$24K -131 -0.1%
IF
993
Ironwood Financial
Arizona
$37.8M +$171K +930 +0.4%
RPC
994
Rossmore Private Capital
Connecticut
$37.7M +$66K +360 +0.2%
PI
995
PFG Investments
New York
$37.7M +$738K +4,023 +2%
BA
996
Bristlecone Advisors
Washington
$37.6M +$562K +3,062 +1%
RIG
997
RiverFront Investment Group
Virginia
$37.4M +$995K +5,424 +3%
MAM
998
Madison Asset Management
Wisconsin
$37.3M -$4.09M -22,285 -9%
CI
999
Clal Insurance
Israel
$37.3M -$13.2M -72,000 -25%
EWM
1000
Elite Wealth Management
Washington
$37M +$2.82M +15,395 +8%
38 39
40
41 42

AAPL Hedge Fund Activity: Q3 2023 in Review

4,605 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q3 2023, worth a combined $1.6T — down 12% from $1.82T a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new AAPL positions and 96 closed out — a net gain of 73 holders — while 1,784 added to existing stakes and 2,377 trimmed.

The largest buyer was Circle Wealth Management, adding an estimated $1.65B. The largest seller was JP Morgan Chase, cutting an estimated $3.37B.

  • 4,605 institutional investors held Apple (AAPL) as of Q3 2023, up from 4,586 in Q2 2023.
  • Funds reported $1.6T of Apple stock for Q3 2023, down 12% quarter-over-quarter.
  • 169 funds opened new Apple positions in Q3 2023 and 96 closed out, a net change of +73 holders.
  • The largest Apple buyer in Q3 2023 was Circle Wealth Management, an estimated $1.65B added.
  • The largest Apple seller in Q3 2023 was JP Morgan Chase, an estimated $3.37B sold.

Based on aggregated 13F filings for Q3 2023.