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 %
CIA
1326
Covington Investment Advisors
Pennsylvania
$24.5M -$114K -666 -0.5%
ZAM
1327
Zevin Asset Management
Massachusetts
$24.5M +$1.71M +9,973 +7%
JWA
1328
JFS Wealth Advisors
Pennsylvania
$24.5M +$1.69M +9,882 +7%
ECM
1329
ExodusPoint Capital Management
New York
$24.5M -$8.59M -50,176 -26%
LPAM
1330
Lodestar Private Asset Management
California
$24.5M -$168K -979 -0.7%
MFG
1331
MidWestOne Financial Group
Iowa
$24.4M +$89K +520 +0.4%
CFG
1332
Cooper Financial Group
California
$24.4M +$828K +4,838 +4%
RWS
1333
Resolute Wealth Strategies
Mississippi
$24.4M -$217K -1,267 -0.9%
PCM
1334
Princeton Capital Management
New Jersey
$24.3M -$2.41M -14,058 -9%
FMTC
1335
Farmers & Merchants Trust Company
California
$24.3M -$1.75M -10,215 -7%
LWM
1336
Laidlaw Wealth Management
New York
$24.3M -$9.72M -56,800 -29%
VV
1337
Verity & Verity
South Carolina
$24.2M +$129K +756 +0.5%
IIC
1338
Ironwood Investment Counsel
Arizona
$24.2M +$1.47M +8,580 +6%
RIA
1339
Regal Investment Advisors
Michigan
$24.1M +$923K +5,393 +4%
OMC
1340
Overbrook Management Corp
New York
$24.1M +$894K +5,220 +4%
NHT
1341
New Hampshire Trust
New Hampshire
$24.1M -$417K -2,436 -2%
FWP
1342
FAS Wealth Partners
Kansas
$24M +$24M +140,363 New
CWS
1343
Confluence Wealth Services
Pennsylvania
$24M +$284K +1,660 +1%
ICP
1344
Ironvine Capital Partners
Nebraska
$24M -$278K -1,626 -1%
RCAG
1345
Rehmann Capital Advisory Group
Michigan
$24M -$566K -3,305 -2%
MAA
1346
Matrix Asset Advisors
New York
$23.9M -$553K -3,229 -2%
FM
1347
Freemont Management
Switzerland
$23.9M -$4.04M -23,600 -14%
SAM
1348
Sompo Asset Management
Japan
$23.9M -$3.95M -23,070 -14%
CHC
1349
City Holding Co
West Virginia
$23.8M -$303K -1,767 -1%
CT
1350
Chicago Trust
Illinois
$23.8M -$479K -2,798 -2%