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 %
TWM
1976
TriaGen Wealth Management
California
$12.3M +$2.23K +13 +0%
CCM
1977
Carlson Capital Management
Minnesota
$12.2M +$2.99M +17,492 +32%
JJBC
1978
James J. Burns & Company
New York
$12.2M -$666K -3,890 -5%
SFS
1979
Summit Financial Strategies
Ohio
$12.2M +$1.08M +6,319 +10%
FWM
1980
Fairhaven Wealth Management
Illinois
$12.2M +$316K +1,844 +3%
BWA
1981
Blodgett Wealth Advisors
California
$12.2M +$58.6K +342 +0.5%
LWMM
1982
Legacy Wealth Management (Mississippi)
Mississippi
$12.1M -$63.7K -372 -0.5%
SC
1983
Settian Capital
New York
$12.1M
CIG
1984
Cairn Investment Group
Washington
$12.1M +$10.8K +63 +0.1%
PHS
1985
Pekin Hardy Strauss
Illinois
$12.1M -$19.3K -113 -0.2%
AR
1986
Advisory Research
Illinois
$12.1M -$130K -761 -1%
SC
1987
Solstein Capital
California
$12.1M
NL
1988
NVWM LLC
Pennsylvania
$12.1M +$1.34M +7,816 +12%
CTFG
1989
Capstone Triton Financial Group
Oklahoma
$12.1M -$183K -1,070 -1%
GU
1990
Georgetown University
District of Columbia
$12.1M +$16.1K +94 +0.1%
LCM
1991
Leisure Capital Management
California
$12M -$154K -902 -1%
FAG
1992
Fortitude Advisory Group
Washington
$12M +$109K +637 +0.9%
MWAM
1993
Manhattan West Asset Management
California
$12M +$681K +3,934 +6%
FMI
1994
F/M Investments
District of Columbia
$12M -$1.86M -10,903 -13%
MWP
1995
MYCIO Wealth Partners
Pennsylvania
$12M +$1.49M +8,716 +14%
LFA
1996
Legacy Financial Advisors
Kentucky
$12M +$230K +1,346 +2%
M2MC
1997
Matthew 25 Management Corp
Pennsylvania
$12M
HHAA
1998
Henry H. Armstrong Associates
Pennsylvania
$12M +$2.4K +14 +0%
RWA
1999
Roberts Wealth Advisors
California
$12M +$114K +636 +1%
KCM
2000
KRS Capital Management
Michigan
$12M +$16.1K +94 +0.1%