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 %
CT
1126
Coastline Trust
Rhode Island
$30.7M +$1.09M +6,361 +4%
SIG
1127
Sargent Investment Group
Maryland
$30.7M +$329K +1,919 +1%
WIM
1128
Wittenberg Investment Management
Massachusetts
$30.6M -$820K -4,790 -3%
WCMN
1129
Westchester Capital Management (Nebraska)
Nebraska
$30.6M -$190K -1,109 -0.6%
CAC
1130
Core Alternative Capital
Georgia
$30.6M +$946K +5,528 +3%
SCA
1131
Sage Capital Advisors
South Dakota
$30.5M +$52K +304 +0.2%
CA
1132
Callahan Advisors
Texas
$30.5M -$1.25M -7,307 -4%
RWA
1133
River Wealth Advisors
Pennsylvania
$30.4M +$18.8K +110 +0.1%
FFP
1134
FourThought Financial Partners
Florida
$30.4M -$144K -843 -0.5%
FNFDCM
1135
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$30.3M -$76.9K -449 -0.3%
OAM
1136
Ostrum Asset Management
France
$30.3M -$4.75M -27,747 -14%
BL
1137
Balentine LLC
Georgia
$30.3M -$982K -5,737 -3%
SVCP
1138
Silicon Valley Capital Partners
California
$30.3M +$3.84M +22,428 +15%
APP
1139
Avantax Planning Partners
Iowa
$30.2M +$177K +1,034 +0.6%
VWM
1140
Venturi Wealth Management
Texas
$30.2M +$150K +878 +0.5%
GLLW
1141
Graves Light Lenhart Wealth
Virginia
$30.2M -$1.01M -5,693 -3%
CAL
1142
Capital Analysts LLC
Pennsylvania
$30.1M +$470K +2,747 +2%
CCA
1143
Checchi Capital Advisers
California
$30.1M -$1.16M -6,799 -4%
LFRG
1144
Lazard Frères Gestion
France
$30.1M +$2.94M +17,209 +11%
NCM
1145
Novare Capital Management
North Carolina
$30M -$3.82M -22,284 -11%
TTWM
1146
TCV Trust & Wealth Management
Virginia
$29.9M -$3.94K -23 -0%
WIC
1147
Woodmont Investment Counsel
Tennessee
$29.9M -$418K -2,440 -1%
DBG
1148
De Burlo Group
Massachusetts
$29.8M -$653K -3,812 -2%
AP
1149
Americana Partners
Texas
$29.8M -$702K -3,740 -2%
DWT
1150
Dorsey & Whitney Trust
South Dakota
$29.8M +$729K +4,260 +3%