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 %
SFG
1376
Sowa Financial Group
Rhode Island
$23.1M -$289K -1,690 -1%
CCM
1377
Copeland Capital Management
Pennsylvania
$23.1M -$611K -3,567 -3%
BMC
1378
Benin Management Corp
Connecticut
$23.1M -$32.9K -192 -0.1%
Verition Fund Management
1379
Verition Fund Management
Connecticut
$23.1M +$11.4M +66,788 +98%
LOAMS
1380
Lombard Odier Asset Management (Switzerland)
Switzerland
$23.1M -$81.7K -477 -0.4%
MWM
1381
Madison Wealth Management
Ohio
$23.1M -$61K -356 -0.3%
MCWS
1382
McKinley Carter Wealth Services
West Virginia
$23M -$647K -3,779 -3%
JFGIW
1383
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23M -$308K -1,798 -1%
BMO
1384
Beck Mack & Oliver
New York
$23M -$506K -2,955 -2%
FCIM
1385
Fairview Capital Investment Management
California
$23M -$569K -3,323 -2%
SAM
1386
Selway Asset Management
$22.9M -$1.49M -8,680 -6%
CWS
1387
Cypress Wealth Services
California
$22.9M -$654K -3,820 -3%
CIA
1388
CCM Investment Advisers
South Carolina
$22.8M -$796K -4,650 -3%
AAM
1389
Augustine Asset Management
Florida
$22.8M -$432K -2,522 -2%
AFA
1390
Arlington Financial Advisors
California
$22.8M +$203K +1,183 +0.9%
PA
1391
Perennial Advisors
New York
$22.6M +$102K +595 +0.5%
FFA
1392
Founders Financial Alliance
North Carolina
$22.5M +$37.3K +218 +0.2%
SEP
1393
Southland Equity Partners
Missouri
$22.5M +$63.3K +370 +0.3%
SIC
1394
Sigma Investment Counselors
Michigan
$22.5M -$384K -2,241 -2%
WP
1395
Woodline Partners
California
$22.5M +$21.8M +127,138 +3,040%
EP
1396
Edgestream Partners
New Jersey
$22.4M -$5.45M -31,811 -20%
LCS
1397
Levin Capital Strategies
New York
$22.4M -$6.85M -39,994 -23%
CCM
1398
Chickasaw Capital Management
Tennessee
$22.3M -$52.2K -305 -0.2%
WAS
1399
Winch Advisory Services
Wisconsin
$22.3M -$766K -4,475 -3%
TNBTD
1400
Trustmark National Bank Trust Department
Mississippi
$22.3M +$1.98M +11,588 +10%