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 %
WF
1601
WoodTrust Financial
Wisconsin
$17.9M +$16.8K +98 +0.1%
IA
1602
Insight Advisors
Pennsylvania
$17.9M -$234K -1,369 -1%
HCM
1603
Horiko Capital Management
New York
$17.8M +$453K +2,647 +3%
ESB
1604
Essex Savings Bank
Connecticut
$17.8M -$88.2K -515 -0.5%
APWA
1605
Atlas Private Wealth Advisors
New Jersey
$17.8M +$1.55M +9,033 +10%
HPWA
1606
Hall Private Wealth Advisors
North Carolina
$17.8M +$4.28M +25,009 +32%
MWA
1607
Meridian Wealth Advisors
Texas
$17.8M +$206K +1,201 +1%
IIM
1608
Ipswich Investment Management
Massachusetts
$17.7M -$78.8K -460 -0.4%
PCTC
1609
Perkins Coie Trust Company
Washington
$17.7M -$796K -4,652 -4%
ORAM
1610
One River Asset Management
Connecticut
$17.7M +$17.7M +103,778 New
MCG
1611
McCollum Christoferson Group
New York
$17.7M -$561K -3,274 -3%
WMC
1612
Westwood Management Corporation
Illinois
$17.7M +$721K +4,210 +4%
CAM
1613
Covenant Asset Management
New Jersey
$17.6M +$25.3K +148 +0.1%
TCM
1614
Thames Capital Management
New Jersey
$17.6M -$3.35M -19,557 -16%
JEST
1615
JTC Employer Solutions Trustee
Jersey
$17.5M +$3.77K +22 +0%
WC
1616
Weil Company
California
$17.5M -$292K -1,708 -2%
JWM
1617
Jeppson Wealth Management
California
$17.5M -$561K -3,274 -3%
PMAM
1618
Picton Mahoney Asset Management
Ontario, Canada
$17.5M -$803K -4,690 -4%
FFG
1619
Frisch Financial Group
New York
$17.4M +$17.4M +101,892 New
MW
1620
MBL Wealth
North Carolina
$17.4M +$71.6K +418 +0.4%
RC
1621
RBO & Co
California
$17.4M -$414K -2,417 -2%
GD
1622
Grandfield & Dodd
New York
$17.4M -$80K -467 -0.5%
SSA
1623
Schonfeld Strategic Advisors
New York
$17.4M -$30.8M -179,947 -64%
FIB
1624
First Interstate Bank
Montana
$17.4M -$684K -3,998 -4%
W
1625
WealthOne
New York
$17.4M +$453K +2,647 +3%