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 %
AIM
1526
Anchor Investment Management
South Carolina
$19.5M +$591K +3,449 +3%
CC
1527
Callan Capital
California
$19.5M +$1.98M +11,562 +11%
JSC
1528
Jackson Square Capital
California
$19.4M +$2.75M +16,038 +16%
HFS
1529
Haverford Financial Services
Pennsylvania
$19.4M -$1.56M -9,087 -7%
OA
1530
Oak Associates
Ohio
$19.4M -$18.7M -109,278 -49%
NAMA
1531
Nikko Asset Management Americas
New York
$19.4M -$917K -5,357 -5%
WPW
1532
Warther Private Wealth
Ohio
$19.3M -$674K -3,938 -3%
PFA
1533
Pinnacle Family Advisors
Missouri
$19.3M -$10.4K -61 -0.1%
AA
1534
Aire Advisors
California
$19.3M +$678K +3,962 +4%
WCM
1535
Whitener Capital Management
North Carolina
$19.3M -$224K -1,310 -1%
IAM
1536
Innovis Asset Management
Illinois
$19.3M -$89.7K -524 -0.5%
MFG
1537
Magnus Financial Group
New York
$19.3M +$162K +949 +0.9%
9WM
1538
9258 Wealth Management
Ohio
$19.2M -$386K -2,252 -2%
TCM
1539
Tufton Capital Management
Maryland
$19.2M -$84.1K -491 -0.4%
JWM
1540
Jessup Wealth Management
Ohio
$19.2M -$391K -2,286 -2%
CA
1541
Claro Advisors
Massachusetts
$19.2M -$249K -1,456 -1%
PNAA
1542
Pictet North America Advisors
Switzerland
$19.1M -$5.29M -30,910 -22%
M
1543
MOTCO
Texas
$19.1M -$1.23M -7,210 -6%
FPGK
1544
Financial Partners Group (Kansas)
Kansas
$19.1M +$218K +1,196 +1%
MWM
1545
Mattern Wealth Management
Kansas
$19.1M +$1.92M +11,215 +11%
IWA
1546
IBEX Wealth Advisors
New Jersey
$19.1M +$19.1M +111,634 New
MWM
1547
Marietta Wealth Management
Georgia
$19.1M -$819K -4,786 -4%
PSFG
1548
Prairie Sky Financial Group
Illinois
$19.1M -$24.7K -144 -0.1%
LIM
1549
Lathrop Investment Management
Arkansas
$19M +$5.48K +32 +0%
CD
1550
Chapin Davis
Maryland
$19M +$197K +1,153 +1%