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 %
HCP
1701
Holt Capital Partners
Texas
$16.3M -$306K -1,786 -2%
SCM
1702
SOL Capital Management
Maryland
$16.3M -$705K -4,115 -4%
JCM
1703
Jacobi Capital Management
Pennsylvania
$16.3M -$51.5K -301 -0.3%
FSC
1704
Full Sail Capital
Oklahoma
$16.3M -$16.1K -94 -0.1%
SS
1705
Sunbelt Securities
Texas
$16.3M -$680K -3,972 -4%
AIA
1706
AIMZ Investment Advisors
California
$16.3M -$26.2K -153 -0.2%
NG
1707
NatWest Group
United Kingdom
$16.2M +$576K +3,362 +4%
MA
1708
MONECO Advisors
Connecticut
$16.2M +$457K +2,671 +3%
TFA
1709
Toth Financial Advisory
Virginia
$16.2M -$517K -3,021 -3%
PG
1710
Patten Group
Tennessee
$16.2M -$592K -3,460 -4%
LG
1711
Leuthold Group
Minnesota
$16.2M -$299K -1,746 -2%
MC
1712
Montag & Caldwell
Georgia
$16.2M -$2.19M -12,777 -12%
WKWM
1713
Walter & Keenan Wealth Management
Indiana
$16.2M -$265K -1,548 -2%
CI
1714
Capital International
California
$16.2M -$1.45M -8,447 -8%
AAG
1715
Armstrong Advisory Group
Massachusetts
$16.1M -$1.62M -9,464 -9%
TLCM
1716
Twin Lakes Capital Management
California
$16.1M +$11.8K +69 +0.1%
TGCMU
1717
Titan Global Capital Management USA
New York
$16.1M -$321K -1,872 -2%
HIC
1718
Holderness Investments Company
North Carolina
$16.1M +$145K +844 +0.9%
WRPWM
1719
Werba Rubin Papier Wealth Management
California
$16.1M -$566K -3,305 -3%
SCA
1720
St. Clair Advisors
Ohio
$16M +$311K +1,818 +2%
GAM
1721
Grandview Asset Management
Pennsylvania
$16M +$16M +93,638 New
WIA
1722
Westbourne Investment Advisors
Maryland
$16M -$576K -3,365 -3%
FPB
1723
First PREMIER Bank
South Dakota
$16M -$69.9K -408 -0.4%
BCM
1724
Bienville Capital Management
New York
$16M -$125K -729 -0.8%
BAM
1725
Brave Asset Management
New Jersey
$16M -$134K -785 -0.8%