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 %
KNW
2026
Kesler Norman & Wride
Utah
$11.7M -$185K -1,079 -2%
APW
2027
Austin Private Wealth
Texas
$11.7M +$2.07M +12,062 +21%
OHWP
2028
Oak Harbor Wealth Partners
North Carolina
$11.7M -$115K -672 -1%
MFC
2029
Mechanics Financial Corp
Ohio
$11.7M -$99.3K -580 -0.8%
CT
2030
Clearstead Trust
Maine
$11.7M +$546K +3,189 +5%
HCM
2031
Highlander Capital Management
New Jersey
$11.7M +$1.3M +7,570 +12%
SC
2032
Stolper & Co
Oklahoma
$11.7M +$5.82K +34 +0%
WA
2033
WealthTrust Axiom
Pennsylvania
$11.7M -$4.2M -24,515 -26%
WA
2034
WBH Advisory
Maryland
$11.6M -$481K -2,807 -4%
GG
2035
Golden Green
South Carolina
$11.6M -$47.6K -278 -0.4%
EWM
2036
Evermay Wealth Management
Virginia
$11.6M -$548K -3,202 -5%
DIM
2037
Delta Investment Management
California
$11.6M +$71.2K +416 +0.6%
CWA
2038
Consilium Wealth Advisory
Texas
$11.6M +$137K +799 +1%
AA
2039
Advisory Alpha
Michigan
$11.6M -$765K -4,471 -6%
EIM
2040
Ervin Investment Management
Washington
$11.5M -$503K -2,940 -4%
GCM
2041
Gibraltar Capital Management
Oklahoma
$11.5M -$1.28M -7,483 -10%
BWM
2042
Baystate Wealth Management
Massachusetts
$11.5M +$587K +3,429 +5%
HCP
2043
Hexagon Capital Partners
Arkansas
$11.5M +$175K +1,023 +2%
AC
2044
AlphaCore Capital
California
$11.5M -$769K -4,492 -6%
ACM
2045
Alpha Capital Management
Texas
$11.5M -$1.76M -10,295 -13%
CCM
2046
Carmel Capital Management
California
$11.5M +$27.4K +160 +0.2%
BRG
2047
Bay Rivers Group
Virginia
$11.5M +$139K +809 +1%
AC
2048
Apella Capital
Connecticut
$11.4M +$25.2K +147 +0.2%
IB
2049
Iyo Bank
Japan
$11.4M
BO
2050
Bank OZK
Arkansas
$11.4M -$1.08M -6,291 -9%