Apple
AAPL
4,611 hedge funds and large institutions have $1.6T invested in Apple in 2023 Q3 according to their latest regulatory filings, with 169 funds opening new positions, 1,790 increasing their positions, 2,377 reducing their positions, and 96 closing their positions.
76% more first-time investments, than exits
New positions opened: 169 | Existing positions closed: 96
0% more funds holding
Funds holding: 4,592 → 4,611 (+19)
0.22% less ownership
Funds ownership: 59.54% → 59.32% (-0.22%)
6% less call options, than puts
Call options by funds: $46.9B | Put options by funds: $49.8B
4% less funds holding in top 10
Funds holding in top 10: 2,861 → 2,759 (-102)
25% less repeat investments, than reductions
Existing positions increased: 1,790 | Existing positions reduced: 2,377
30% less capital inflows, than outflows
Capital inflows: $31.1B | Capital outflows: $44.7B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Circle Wealth Management
Summit,
New Jersey
|
+$1.65B |
| 2 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.56B |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.52B |
| 4 |
Goldman Sachs
New York
|
+$1.37B |
| 5 |
UBS AM
Chicago,
Illinois
|
+$1.01B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$3.37B |
| 2 |
Jane Street
New York
|
-$2.02B |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2B |
| 4 |
Jennison Associates
New York
|
-$2B |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.9B |
AAPL Hedge Fund Activity: Q3 2023 in Review
4,611 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q3 2023, worth a combined $1.6T — down 12% from $1.82T a quarter earlier.
Buyers outnumbered sellers: 169 funds opened new AAPL positions and 96 closed out — a net gain of 73 holders — while 1,790 added to existing stakes and 2,377 trimmed.
The largest buyer was Circle Wealth Management, adding an estimated $1.65B. The largest seller was JP Morgan Chase, cutting an estimated $3.37B.
- 4,611 institutional investors held Apple (AAPL) as of Q3 2023, up from 4,592 in Q2 2023.
- Funds reported $1.6T of Apple stock for Q3 2023, down 12% quarter-over-quarter.
- 169 funds opened new Apple positions in Q3 2023 and 96 closed out, a net change of +73 holders.
- The largest Apple buyer in Q3 2023 was Circle Wealth Management, an estimated $1.65B added.
- The largest Apple seller in Q3 2023 was JP Morgan Chase, an estimated $3.37B sold.
Based on aggregated 13F filings for Q3 2023.