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 %
FNC
1876
First National Corp
Massachusetts
$13.4M +$65.9K +385 +0.5%
AGAM
1877
Avalon Global Asset Management
California
$13.4M -$428K -2,500 -3%
WFAG
1878
Wescott Financial Advisory Group
Pennsylvania
$13.4M -$957K -5,588 -7%
CC
1879
Capital Counsel
New York
$13.4M -$640K -3,739 -5%
RZH
1880
Relyea Zuckerberg Hanson
Connecticut
$13.4M +$1.56M +9,101 +13%
EAMA
1881
EFG Asset Management (Americas)
Florida
$13.4M -$122K -714 -0.9%
KWS
1882
Keystone Wealth Services
California
$13.4M +$291K +1,700 +2%
CCMINC
1883
Cardinal Capital Management Inc (North Carolina)
North Carolina
$13.4M +$410K +2,395 +3%
GCM
1884
Goldstream Capital Management
Hong Kong
$13.4M -$4.14M -24,174 -24%
BOSSRA
1885
B.O.S.S. Retirement Advisors
Utah
$13.4M +$1.01M +5,870 +8%
NF
1886
Nikulski Financial
Iowa
$13.4M +$157K +916 +1%
MMA
1887
Mizuho Markets Americas
New York
$13.4M +$13.4M +77,990 New
CCM
1888
Consolidated Capital Management
California
$13.3M -$413K -2,410 -3%
CRIG
1889
Charter Research & Investment Group
Connecticut
$13.3M -$737K -4,305 -5%
TPCM
1890
Two Point Capital Management
New York
$13.3M -$94.7K -553 -0.7%
BONST
1891
Bank of Nova Scotia Trust
Ontario, Canada
$13.3M -$536K -3,129 -4%
MP
1892
McDonald Partners
Ohio
$13.3M -$1.36M -7,944 -9%
WAS
1893
Wealth Advisory Solutions
Indiana
$13.3M -$1.27M -7,393 -9%
KBC
1894
Key Bridge Compliance
$13.3M +$13.3M +77,691 New
BSB
1895
Bangor Savings Bank
Maine
$13.3M -$128K -749 -1%
DPIM
1896
Duff & Phelps Investment Management
Illinois
$13.3M -$19.5K -114 -0.1%
CCM
1897
Carderock Capital Management
Maryland
$13.3M -$1.73M -10,082 -11%
CCWA
1898
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.3M -$191K -1,114 -1%
ERIC
1899
Eagle Rock Investment Company
Georgia
$13.3M -$635K -3,711 -5%
AFA
1900
Abacus FCF Advisors
Florida
$13.2M -$358K -2,091 -3%