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 %
LAM
2101
L2 Asset Management
Massachusetts
$10.9M -$1.15B -58,912 -99%
OW
2102
Olistico Wealth
Oklahoma
$10.9M +$160K +932 +1%
PL
2103
Perpetual Ltd
Australia
$10.9M -$2.12M -12,354 -16%
SJIM
2104
St. Johns Investment Management
Florida
$10.9M +$279K +1,628 +3%
ML
2105
McAdam LLC
Pennsylvania
$10.9M +$317K +1,851 +3%
OCM
2106
Once Capital Management
New York
$10.9M
OCM
2107
Orleans Capital Management
Louisiana
$10.9M -$356K -2,082 -3%
MPIM
2108
McGinn Penninger Investment Management
Virginia
$10.9M -$654K -3,818 -6%
LAIC
2109
Lederer & Associates Investment Counsel
California
$10.8M -$114K -667 -1%
IFA
2110
Index Fund Advisors
California
$10.8M +$527K +3,078 +5%
FZCM
2111
Flynn Zito Capital Management
New York
$10.8M +$188K +1,096 +2%
RWP
2112
Revolve Wealth Partners
New Jersey
$10.8M +$395K +2,307 +4%
AT
2113
American Trust
Kentucky
$10.8M -$789K -4,611 -7%
PFSC
2114
Peoples Financial Services Corp
Pennsylvania
$10.8M +$6.85K +40 +0.1%
BEC
2115
Blue Edge Capital
Virginia
$10.8M -$3.42K -20 -0%
CIP
2116
Capital Insight Partners
Arizona
$10.8M +$300K +1,755 +3%
CQS
2117
Credential Qtrade Securities
$10.8M -$1.24M -7,217 -10%
FTWA
2118
Fifth Third Wealth Advisors
Ohio
$10.8M +$3.58M +20,911 +50%
SAM
2119
Strategy Asset Managers
California
$10.8M +$196K +1,144 +2%
ATFA
2120
All Terrain Financial Advisors
Minnesota
$10.8M -$335K -1,958 -3%
AIA
2121
Arbor Investment Advisors
North Carolina
$10.7M -$143K -837 -1%
FCA
2122
Fortis Capital Advisors
Kansas
$10.7M -$518K -3,027 -5%
BCPWM
2123
Bradley & Co Private Wealth Management
Florida
$10.7M -$140K -818 -1%
SGI
2124
Summit Global Investments
Utah
$10.7M +$361K +2,107 +3%
WA1
2125
Wimmer Associates 1
California
$10.7M +$25K +146 +0.2%