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 %
MCM
1951
Morton Capital Management
California
$12.4M -$265K -1,547 -2%
TIM
1952
Tortoise Investment Management
New York
$12.4M +$35.8K +209 +0.3%
DBIA
1953
Dumont & Blake Investment Advisors
New Jersey
$12.4M -$28.6K -167 -0.2%
MTIM
1954
Marathon Trading Investment Management
Pennsylvania
$12.4M -$13.8M -80,510 -53%
AIP
1955
Alapocas Investment Partners
Massachusetts
$12.4M +$95.4K +557 +0.8%
MTWM
1956
Masso Torrence Wealth Management
New Jersey
$12.4M -$139K -812 -1%
AFG
1957
Allegheny Financial Group
Pennsylvania
$12.4M +$2.29M +13,390 +23%
TPA
1958
Trivium Point Advisory
Connecticut
$12.4M -$1.38K -8 -0%
IWA
1959
IVC Wealth Advisors
Pennsylvania
$12.4M -$37.3K -218 -0.3%
Fiera Capital (Canada)
1960
Fiera Capital (Canada)
Quebec, Canada
$12.4M -$264K -1,541 -2%
TCPG
1961
Trivant Custom Portfolio Group
California
$12.4M +$69.3K +405 +0.6%
NCGI
1962
Next Century Growth Investors
Minnesota
$12.3M -$709K -4,141 -5%
MWA
1963
Moser Wealth Advisors
Washington
$12.3M -$139K -810 -1%
EBT
1964
Enterprise Bank & Trust
Massachusetts
$12.3M -$27.2K -159 -0.2%
UHC
1965
Union Heritage Capital
Michigan
$12.3M
PFWA
1966
Paces Ferry Wealth Advisors
Georgia
$12.3M -$153K -893 -1%
FFS
1967
Founders Financial Securities
Maryland
$12.3M -$121K -708 -1%
HWAM
1968
Hennion & Walsh Asset Management
New Jersey
$12.3M -$1.59M -9,288 -11%
SIA
1969
SeaBridge Investment Advisors
New Jersey
$12.3M +$143K +835 +1%
MCM
1970
McDonough Capital Management
Florida
$12.3M +$195K +1,140 +2%
UF
1971
Univest Financial
Pennsylvania
$12.3M -$1.4M -8,205 -10%
MC
1972
Mathes Company
New York
$12.3M -$315K -1,838 -2%
HCA
1973
Harbour Capital Advisors
Virginia
$12.3M +$34.2K +200 +0.3%
BCM
1974
Birch Capital Management
Texas
$12.3M -$153K -892 -1%
DFA
1975
Delta Financial Advisors
Louisiana
$12.3M +$1.37K +8 +0%