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 %
LCM
2201
Legato Capital Management
California
$10M -$290K -1,692 -3%
LC
2202
Lincoln Capital
Nebraska
$10M +$82.9K +484 +0.8%
MCM
2203
Marathon Capital Management
Maryland
$9.99M -$148K -863 -1%
P
2204
&Partners
Tennessee
$9.98M -$184K -1,074 -2%
OL
2205
Owen LaRue
Kentucky
$9.98M -$1.75M -10,250 -15%
SIC
2206
Sterling Investment Counsel
New York
$9.97M -$1.99M -11,595 -17%
DWM
2207
Darwin Wealth Management
Florida
$9.96M -$1.59M -9,295 -14%
YWM
2208
Yoder Wealth Management
California
$9.96M -$253K -1,476 -2%
DG
2209
DMC Group
Alabama
$9.95M -$865K -5,051 -8%
AFM
2210
Abbot Financial Management
Massachusetts
$9.95M -$159K -928 -2%
CW
2211
Channel Wealth
California
$9.95M +$607K +3,546 +6%
CBT
2212
CoreFirst Bank & Trust
Kansas
$9.95M -$1.61M -9,396 -14%
TSWM
2213
Tyler-Stone Wealth Management
Ohio
$9.94M -$72.4K -423 -0.7%
CA
2214
Capital Advantage
California
$9.92M -$358K -2,090 -3%
VRM
2215
Vectors Research Management
New York
$9.91M
RFM
2216
Royal Fund Management
Florida
$9.91M +$166K +967 +2%
VWA
2217
V Wealth Advisors
Kansas
$9.9M -$25.2M -147,276 -72%
KA
2218
KLCM Advisors
Wisconsin
$9.9M -$23.1K -135 -0.2%
TCB
2219
Texas Capital Bancshares
Texas
$9.89M -$693K -4,046 -7%
LJCM
2220
Lee Johnson Capital Management
Texas
$9.89M -$96K -561 -1%
TRIA
2221
Trail Ridge Investment Advisors
Colorado
$9.88M -$38K -222 -0.4%
CT
2222
Columbia Trust
Oregon
$9.88M +$274K +1,599 +3%
SIC
2223
SJS Investment Consulting
Ohio
$9.87M +$248K +1,446 +3%
IWP
2224
Icon Wealth Partners
Texas
$9.86M -$2.89M -16,883 -23%
LI
2225
Lafayette Investments
Maryland
$9.85M -$75.3K -440 -0.8%