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 %
HWM
1676
HFR Wealth Management
New York
$16.7M -$381K -2,228 -2%
FWM
1677
Focused Wealth Management
New York
$16.7M -$78.2K -457 -0.5%
ZB
1678
Zions Bancorporation
Utah
$16.6M -$452K -2,640 -3%
NM
1679
NWI Management
New York
$16.6M
AP
1680
Adero Partners
California
$16.6M +$1.3M +7,576 +8%
CI
1681
Carroll Investors
South Carolina
$16.6M -$56.3K -329 -0.3%
MW
1682
Marcum Wealth
Ohio
$16.5M -$1.99M -11,624 -11%
SMFG
1683
Sumitomo Mitsui Financial Group
Japan
$16.5M +$1.33M +7,753 +9%
SCM
1684
Stonebridge Capital Management
California
$16.5M -$1.48M -8,650 -8%
CHA
1685
Carmichael Hill & Associates
Maryland
$16.5M -$104K -608 -0.6%
CCMW
1686
Cypress Capital Management (Wyoming)
Wyoming
$16.5M -$435K -2,540 -3%
WIM
1687
Westside Investment Management
California
$16.5M -$3.6K -21 -0%
TWM
1688
Tanager Wealth Management
United Kingdom
$16.5M +$1.77M +10,352 +12%
NCM
1689
Nelson Capital Management
California
$16.4M -$317K -1,854 -2%
ODG
1690
O'Dell Group
Ohio
$16.4M +$49.8K +291 +0.3%
PMFA
1691
Plante Moran Financial Advisors
Michigan
$16.4M -$273K -1,595 -2%
OIA
1692
Optimum Investment Advisors
Illinois
$16.4M -$359K -2,099 -2%
TS
1693
Tamar Securities
California
$16.4M -$568K -3,320 -3%
MCP
1694
Mirador Capital Partners
California
$16.4M -$680K -3,973 -4%
UWM
1695
Udine Wealth Management
Florida
$16.4M +$747K +4,362 +5%
FNB
1696
Farmers National Bank
Kentucky
$16.4M +$239K +1,394 +1%
RLIM
1697
Red Lighthouse Investment Management
New York
$16.4M -$2.57K -15 -0%
LWM
1698
Liberty Wealth Management
California
$16.4M -$1.28M -7,467 -7%
TI
1699
TTP Investments
California
$16.4M +$50.8K +297 +0.3%
FC
1700
Fusion Capital
South Carolina
$16.3M -$44.5K -260 -0.3%