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 %
OSNBOA
2001
Old Second National Bank of Aurora
Illinois
$12M -$393K -2,297 -3%
CFA
2002
Cahill Financial Advisors
Minnesota
$11.9M -$357K -2,083 -3%
LCM
2003
Lattice Capital Management
Washington
$11.9M +$6.45M +37,700 +118%
TIA
2004
Tiemann Investment Advisors
California
$11.9M -$424K -2,475 -3%
GSB
2005
Greenfield Savings Bank
Massachusetts
$11.9M -$93.5K -546 -0.8%
REMPR
2006
Roof Eidam Maycock Peralta (REMP)
California
$11.9M -$40.1K -234 -0.3%
MCM
2007
Monarch Capital Management
Indiana
$11.9M -$160K -933 -1%
SDAM
2008
Shulman DeMeo Asset Management
New York
$11.9M -$70.9K -414 -0.6%
GFPC
2009
Global Financial Private Client
Florida
$11.9M -$30.6K -176 -0.3%
FCA
2010
FLC Capital Advisors
California
$11.9M -$9.76K -57 -0.1%
CPC
2011
Consolidated Planning Corp
Georgia
$11.9M -$119K -697 -1%
CMS
2012
Capital Market Strategies
Florida
$11.9M -$259K -1,500 -2%
JWM
2013
Jupiter Wealth Management
Colorado
$11.9M +$468K +2,512 +4%
IDA
2014
Intelligence Driven Advisers
California
$11.8M -$99.5K -573 -0.8%
ICM
2015
IMS Capital Management
Oregon
$11.8M -$65.7K -384 -0.6%
EAM
2016
EULAV Asset Management
Florida
$11.8M -$512K -2,990 -4%
ITIM
2017
Indiana Trust & Investment Management
Indiana
$11.8M -$235K -1,374 -2%
BIM
2018
Baldwin Investment Management
Pennsylvania
$11.8M -$85.1K -497 -0.7%
LWM
2019
LJI Wealth Management
Indiana
$11.8M +$256K +1,495 +2%
KMWM
2020
Keudell/Morrison Wealth Management
Oregon
$11.8M -$38.5K -225 -0.3%
PCIG
2021
Partners Capital Investment Group
Massachusetts
$11.8M +$1.5M +8,781 +15%
KLCM
2022
KG&L Capital Management
Louisiana
$11.8M +$342K +1,997 +3%
COCM
2023
Charter Oak Capital Management
New Hampshire
$11.8M +$8.9K +52 +0.1%
CWM
2024
Centric Wealth Management
Illinois
$11.7M -$221K -1,289 -2%
ATIA
2025
American Trust Investment Advisors
New Hampshire
$11.7M +$46.1K +269 +0.4%