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 %
MMG
1301
Monetary Management Group
Missouri
$25.3M -$1.5M -8,770 -6%
SMH
1302
Sanders Morris Harris
Texas
$25.3M +$3.13M +18,173 +14%
MCA
1303
Martin Capital Advisors
Texas
$25.3M -$15.4K -90 -0.1%
SWK
1304
Stephen W. Kidder
$25.2M -$231K -1,350 -0.9%
CWG
1305
Cornerstone Wealth Group
North Carolina
$25.2M -$1.07M -6,241 -4%
JAWM
1306
J. Arnold Wealth Management
Ohio
$25.2M +$25.2M +147,381 New
SFG
1307
SevenBridge Financial Group
Pennsylvania
$25.2M +$178K +1,041 +0.7%
HCM
1308
Hilton Capital Management
New York
$25.2M -$3.69M -21,551 -13%
QPWM
1309
Quadrant Private Wealth Management
Pennsylvania
$25.1M -$508K -2,969 -2%
AMM
1310
American Money Management
California
$25.1M -$89K -520 -0.4%
UAS
1311
United Asset Strategies
New York
$25M +$75.3K +440 +0.3%
ACM
1312
Ardent Capital Management
Ohio
$25M +$681K +3,979 +3%
GJCM
1313
Grand Jean Capital Management
California
$25M -$939 -5 -0%
SAG
1314
SageView Advisory Group
California
$25M +$596K +3,482 +2%
PFA
1315
Pure Financial Advisors
California
$24.9M +$2.38M +13,880 +11%
HKIM
1316
Hayek Kallen Investment Management
Alabama
$24.9M -$354K -2,069 -1%
FHB
1317
First Hawaiian Bank
Hawaii
$24.9M +$156K +914 +0.6%
FG
1318
Foster Group
Iowa
$24.9M +$700K +4,089 +3%
HVIA
1319
Hudson Valley Investment Advisors
New York
$24.9M -$1.17M -6,805 -4%
HR
1320
Howe & Rusling
New York
$24.8M -$1.97M -11,488 -7%
RCM
1321
RNC Capital Management
California
$24.8M -$3.51M -20,508 -12%
FRA
1322
Front Row Advisors
California
$24.7M -$50.8K -297 -0.2%
CNBT
1323
Canandaigua National Bank & Trust
New York
$24.7M -$262K -1,528 -1%
AC
1324
Addenda Capital
Quebec, Canada
$24.6M -$999K -5,834 -4%
DP
1325
Dundas Partners
United Kingdom
$24.6M -$9.83M -57,431 -29%