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 %
DAM
1801
Doheny Asset Management
California
$14.5M -$865K -5,055 -6%
BCM
1802
Blume Capital Management
California
$14.5M -$241K -1,405 -2%
PC
1803
Pecaut & Co
Iowa
$14.5M -$323K -1,884 -2%
FDCC
1804
Foster Dykema Cabot & Co
Massachusetts
$14.5M -$188K -1,100 -1%
PCH
1805
PGIM Custom Harvest
New Jersey
$14.5M +$719K +4,200 +5%
Financial Engines Advisors
1806
Financial Engines Advisors
California
$14.5M -$1.99M -11,609 -12%
KA
1807
Kozak & Associates
Colorado
$14.5M +$5.32M +29,966 +58%
SIP
1808
Stoneridge Investment Partners
Pennsylvania
$14.5M +$374K +2,183 +3%
AIM
1809
Acropolis Investment Management
Missouri
$14.5M +$557K +3,253 +4%
MCM
1810
MV Capital Management
Maryland
$14.5M +$332K +1,939 +2%
BTWM
1811
Baker Tilly Wealth Management
Wisconsin
$14.5M -$7.24M -42,273 -33%
PS
1812
Pensionfund Sabic
Netherlands
$14.4M -$171K -1,000 -1%
CIG
1813
Consolidated Investment Group
Colorado
$14.4M
BWM
1814
BNC Wealth Management
Oregon
$14.4M +$93K +543 +0.7%
TC
1815
Tsai Capital
New York
$14.4M -$1.92M -11,229 -12%
ISB
1816
Iowa State Bank
Iowa
$14.4M +$60.4K +353 +0.4%
DE
1817
Day & Ennis
Georgia
$14.3M +$14.3M +83,752 New
GLR
1818
Great Lakes Retirement
Ohio
$14.3M +$756K +4,418 +6%
KC
1819
Kingfisher Capital
North Carolina
$14.3M -$13.5K -79 -0.1%
LOPW
1820
Live Oak Private Wealth
North Carolina
$14.3M -$1.09M -6,364 -7%
CFP
1821
Catalyst Financial Partners
Massachusetts
$14.2M +$3.43M +20,027 +32%
LA
1822
LexAurum Advisors
Kansas
$14.2M +$368K +2,150 +3%
RP
1823
Riverbridge Partners
Minnesota
$14.2M -$53.9K -315 -0.4%
SCP
1824
Silverleafe Capital Partners
Tennessee
$14.2M +$388K +2,265 +3%
BFC
1825
Bedel Financial Consulting
Indiana
$14.2M +$139K +814 +1%