4,524 hedge funds and large institutions have $1.25T invested in Apple in 2022 Q4 according to their latest regulatory filings, with 407 funds opening new positions, 1,556 increasing their positions, 2,311 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,524
Holders Change
+212
Holders Change %
+4.92%
% of All Funds
72.99%
Holding in Top 10
2,498
Holding in Top 10 Change
-116
Holding in Top 10 Change %
-4.44%
% of All Funds
40.3%
New
407
Increased
1,556
Reduced
2,311
Closed
101
Calls
$33.9B
Puts
$33.7B
Net Calls
+$221M
Net Calls Change
+$5.42B
Name Holding Trade Value Shares
Change
Shares
Change %
AGA
2601
Accuvest Global Advisors
Utah
$5.42M +$2.4M +18,459 +79%
AFC
2602
AFT Forsyth & Company
Florida
$5.41M -$319K -2,455 -6%
SFWA
2603
Summit Financial Wealth Advisors
Louisiana
$5.4M -$4.81K -37 -0.1%
GWM
2604
Gray Wealth Management
Maine
$5.4M +$244K +1,875 +5%
EFG
2605
Ethos Financial Group
Pennsylvania
$5.4M +$5.4M +40,503 New
AG
2606
AIA Group
Hong Kong
$5.37M -$2.63M -20,258 -33%
AWA
2607
Artemis Wealth Advisors
New York
$5.35M +$7.8K +60 +0.1%
GCMG
2608
Gyroscope Capital Management Group
Florida
$5.35M +$403K +3,100 +8%
BSA
2609
Bull Street Advisors
Georgia
$5.33M -$13.6K -105 -0.3%
SAM
2610
Socorro Asset Management
Texas
$5.33M -$211K -1,626 -4%
CG
2611
Castellan Group
Kentucky
$5.33M +$1.46M +11,274 +38%
SFI
2612
SPC Financial Inc
Maryland
$5.33M -$10.1K -78 -0.2%
DAM
2613
Derbend Asset Management
Georgia
$5.33M -$103K -796 -2%
GA
2614
Greenspring Advisors
Maryland
$5.33M -$136K -1,044 -2%
IA
2615
IFG Advisors
Missouri
$5.31M -$5.2K -40 -0.1%
EL
2616
EMFO LLC
Florida
$5.3M +$85.2K +656 +2%
OCM
2617
Orser Capital Management
Texas
$5.29M +$85.8K +660 +2%
PCI
2618
Planning Center Inc
Illinois
$5.28M +$1.25M +9,641 +31%
NCM
2619
Noesis Capital Mangement
Florida
$5.28M +$54.7K +421 +1%
TFF
2620
The Family Firm
Maryland
$5.27M +$461K +3,545 +10%
ATWA
2621
Arbor Trust Wealth Advisors
Michigan
$5.26M -$63.5K -489 -1%
LDFR
2622
Lehman & Derafelo Financial Resources
Pennsylvania
$5.26M +$3.38K +26 +0.1%
BFA
2623
Beacon Financial Advisory
Ohio
$5.25M -$1.02M -7,838 -16%
DA
2624
Duality Advisers
Florida
$5.25M +$626K +4,821 +14%
CWP
2625
Concord Wealth Partners
Virginia
$5.23M -$696K -5,355 -12%