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 %
HBT
2326
Heartland Bank & Trust
Illinois
$9.1M -$18.5K -108 -0.2%
VBCG
2327
Valley Brook Capital Group
Pennsylvania
$9.09M -$455K -2,659 -5%
GA
2328
Gateway Advisory
New Jersey
$9.08M +$356K +2,082 +4%
PVM
2329
Palogic Value Management
Texas
$9.07M -$58K -339 -0.6%
BI
2330
Ballast Inc
Kentucky
$9.05M +$28.1K +164 +0.3%
Gates Foundation Trust
2331
Gates Foundation Trust
Washington
$9.04M +$9.04M +52,815 New
AAMA
2332
Advanced Asset Management Advisors
Ohio
$9.02M -$4.28K -25 -0%
SIG
2333
Spinnaker Investment Group
California
$9.02M -$235K -1,370 -3%
KIC
2334
Kensington Investment Counsel
California
$9.01M +$227K +1,328 +3%
OP
2335
ORG Partners
Indiana
$9.01M +$467K +2,726 +5%
IFAM
2336
Institutional & Family Asset Management
Colorado
$9M -$36K -210 -0.4%
RWA
2337
Redhawk Wealth Advisors
Minnesota
$9M +$1.03M +6,013 +13%
PAM
2338
Peninsula Asset Management
Florida
$8.99M -$245K -1,430 -3%
CC
2339
Cornerstone Capital
California
$8.99M -$70.7K -413 -0.8%
TFM
2340
TFC Financial Management
Massachusetts
$8.97M +$100K +586 +1%
CCA
2341
Clearwater Capital Advisors
Illinois
$8.95M -$96.9K -566 -1%
AIA
2342
Alera Investment Advisors
Illinois
$8.94M -$247K -1,441 -3%
PFM
2343
Peak Financial Management
Massachusetts
$8.94M +$91.9K +537 +1%
CGA
2344
Compound Global Advisors
Washington
$8.93M
TFA
2345
Triad Financial Advisors
North Carolina
$8.92M +$221K +1,292 +3%
PA
2346
Planning Alternatives
Michigan
$8.91M +$115K +674 +1%
VAS
2347
Vestmark Advisory Solutions
Massachusetts
$8.89M -$17.7M -103,287 -67%
CWM
2348
Chesapeake Wealth Management
Virginia
$8.88M -$146K -855 -2%
BCMLT
2349
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.86M
PSC
2350
Portman Square Capital
United Kingdom
$8.86M +$8.31M +48,561 +1,517%