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 %
AF
1051
Advisornet Financial
Minnesota
$34.1M -$3.3M -19,248 -9%
TCOT
1052
Trust Company of Toledo
Ohio
$34.1M +$1.36M +7,961 +4%
AAS
1053
Annex Advisory Services
Wisconsin
$33.8M +$1.56M +9,101 +5%
PIM
1054
Progressive Investment Management
Oregon
$33.8M -$343K -2,005 -1%
AMCA
1055
Arthur M. Cohen & Associates
Illinois
$33.7M -$1.1M -6,422 -3%
KFGK
1056
Keystone Financial Group (Kentucky)
Kentucky
$33.7M -$61.6K -360 -0.2%
VA
1057
Vident Advisory
Georgia
$33.7M +$33.7M +196,908 New
IPW
1058
Invictus Private Wealth
Colorado
$33.7M +$304K +1,778 +0.9%
NFG
1059
Nations Financial Group
Iowa
$33.7M -$541K -3,157 -2%
RP
1060
Rice Partnership
Hawaii
$33.7M -$947K -5,529 -3%
OWA
1061
Octavia Wealth Advisors
Ohio
$33.6M +$971K +5,671 +3%
CB
1062
Cadence Bank
Mississippi
$33.6M +$36.8K +215 +0.1%
DP
1063
DDD Partners
Washington
$33.6M -$207K -1,143 -0.6%
RSVP
1064
Ramsay Stattman Vela & Price
Colorado
$33.6M -$738K -4,312 -2%
NS
1065
NBC Securities
Alabama
$33.5M +$33.5M +195,806 New
GIA
1066
GHP Investment Advisors
Colorado
$33.5M +$440K +2,459 +1%
AWM
1067
Avitas Wealth Management
California
$33.5M -$831K -4,855 -2%
RWA
1068
Ropes Wealth Advisors
Massachusetts
$33.5M -$1.73M -10,124 -5%
BWFA
1069
Baltimore-Washington Financial Advisors
Maryland
$33.5M -$560K -3,268 -2%
GL
1070
Graypoint LLC
New York
$33.5M +$3.25M +18,991 +11%
SPC
1071
Stewart & Patten Company
California
$33.5M -$685K -4,000 -2%
GAM
1072
Griffin Asset Management
New York
$33.4M -$787K -4,598 -2%
WTB
1073
Washington Trust Bank
Washington
$33.4M +$70K +409 +0.2%
NAMP
1074
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$33.3M -$90.7K -530 -0.3%
CCWM
1075
Cassaday & Co Wealth Management
Virginia
$33.2M -$1.12M -6,565 -3%