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 %
PT
1501
Plimoth Trust
Massachusetts
$20.1M -$169K -989 -0.8%
JPWM
1502
Jamison Private Wealth Management
Georgia
$20.1M +$20.1M +117,225 New
BFW
1503
Brady Family Wealth
Missouri
$20M -$1.37K -8 -0%
PL
1504
Plancorp LLC
Missouri
$20M +$3.68M +21,470 +23%
SSI
1505
Scott & Selber Inc
Texas
$19.9M -$44.5K -260 -0.2%
MIM
1506
Morningstar Investment Management
Illinois
$19.9M
MIG
1507
McGuire Investment Group
Rhode Island
$19.9M -$162K -948 -0.8%
APG
1508
Abacus Planning Group
South Carolina
$19.8M -$151K -880 -0.8%
AG
1509
AIA Group
Hong Kong
$19.8M +$5.05M +29,525 +34%
B
1510
Bellecapital
Switzerland
$19.8M -$172K -1,003 -0.9%
WCA
1511
Westover Capital Advisors
Delaware
$19.8M -$1.21M -7,041 -6%
CWM
1512
CMH Wealth Management
New Hampshire
$19.8M +$567K +3,313 +3%
GC
1513
Garde Capital
Washington
$19.7M -$274K -1,600 -1%
SAF
1514
Smith Anglin Financial
Texas
$19.7M -$274K -1,601 -1%
JCM
1515
Janney Capital Management
Pennsylvania
$19.7M +$33.9K +198 +0.2%
SFP
1516
Shepherd Financial Partners
Massachusetts
$19.7M +$4.16M +24,318 +27%
ST
1517
Sentinel Trust
Texas
$19.7M +$597K +3,485 +3%
WIC
1518
Willis Investment Counsel
Georgia
$19.6M
FTC
1519
Farmers Trust Company
Ohio
$19.6M +$412K +2,409 +2%
BMWM
1520
Brown Miller Wealth Management
Virginia
$19.6M -$156K -910 -0.8%
FC
1521
FORA Capital
Florida
$19.6M +$19.6M +114,320 New
AWM
1522
Absher Wealth Management
North Carolina
$19.6M +$195K +1,141 +1%
PCA
1523
Peddock Capital Advisors
Massachusetts
$19.5M -$159K -926 -0.8%
RWB
1524
RMR Wealth Builders
New Jersey
$19.5M +$1.48M +8,662 +8%
BRA
1525
Biechele Royce Advisors
Indiana
$19.5M -$276K -1,612 -1%