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 %
GFS
1001
GYL Financial Synergies
Connecticut
$36.5M +$700K +4,089 +2%
CANC
1002
Culbertson A N & Co
Virginia
$36.5M -$84.1K -491 -0.2%
PGIM
1003
Pacific Global Investment Management
California
$36.4M -$487K -2,845 -1%
ST
1004
Spinnaker Trust
Maine
$36.4M -$353K -2,059 -1%
PFS
1005
Physicians Financial Services
North Carolina
$36.4M +$444K +2,596 +1%
SAM
1006
Secure Asset Management
Michigan
$36.3M +$4.19M +24,448 +13%
BIP
1007
Blue Investment Partners
California
$36.3M +$148K +863 +0.4%
FAM
1008
Formidable Asset Management
Ohio
$36.3M -$392K -2,291 -1%
TF
1009
Tompkins Financial
New York
$36.3M +$864K +5,047 +2%
JWM
1010
JGP Wealth Management
Oregon
$36.1M +$290K +1,691 +0.8%
PF
1011
Phoenix Financial
Israel
$36.1M +$36.1M +210,794 New
SGK
1012
Steigerwald Gordon & Koch
Virginia
$36.1M -$394K -2,302 -1%
JPMIA
1013
J.P. Marvel Investment Advisors
Massachusetts
$36M -$41.8K -244 -0.1%
BCP
1014
Blue Chip Partners
Michigan
$36M -$83.4K -487 -0.2%
FMAEN1
1015
Fund Management at Engine No 1
California
$36M +$36M +210,177 New
AAIM
1016
American Assets Investment Management
California
$36M
FA
1017
Fagan Associates
New York
$35.9M -$195K -1,141 -0.5%
DLA
1018
Douglas Lane & Associates
New York
$35.9M -$1.02M -5,953 -3%
BFC
1019
Blue Fin Capital
Rhode Island
$35.8M +$234K +1,366 +0.7%
EW
1020
Evoke Wealth
California
$35.7M -$296K -1,730 -0.8%
ACP
1021
Aviance Capital Partners
Florida
$35.6M -$855K -4,995 -2%
CFS
1022
CRA Financial Services
New Jersey
$35.5M +$138K +806 +0.4%
LSAG
1023
Lake Street Advisors Group
New Hampshire
$35.5M -$500K -2,921 -1%
GWM
1024
Geneos Wealth Management
Colorado
$35.4M -$58.4M -341,006 -62%
LF
1025
Lannebo Fonder
Sweden
$35.4M