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 %
MM
2676
Meridian Management
Arkansas
$4.92M -$59.9K -461 -1%
TPW
2677
Transatlantique Private Wealth
New York
$4.91M +$385K +2,966 +9%
MJB
2678
Mark J. Bradley
$4.91M -$164K -1,260 -3%
AWM
2679
Aberdeen Wealth Management
Illinois
$4.91M +$478K +3,682 +11%
SG
2680
Somerset Group
Minnesota
$4.91M -$3.9K -30 -0.1%
WIM
2681
Westside Investment Management
California
$4.9M -$24.1K -528 -0.5%
LBWM
2682
Left Brain Wealth Management
Illinois
$4.9M +$4.9M +37,679 New
EA
2683
Ellsworth Advisors
Ohio
$4.89M -$16K -118 -0.3%
PKC
2684
Palmer Knight Company
Florida
$4.89M -$1.56K -12 -0%
MLIC
2685
Mandatum Life Insurance Company
Finland
$4.89M -$1.36M -10,440 -22%
HGWM
2686
Horst & Graben Wealth Management
Oregon
$4.89M +$124K +953 +3%
WAM
2687
WFA Asset Management
Wisconsin
$4.89M +$216K +1,660 +5%
OCM
2688
Objective Capital Management
Ohio
$4.88M +$50.5K +389 +1%
PFG
2689
Peterson Financial Group
Iowa
$4.88M -$2.58M -19,881 -35%
EWA
2690
Encompass Wealth Advisors
Oregon
$4.88M +$6.89K +53 +0.1%
AIC
2691
Archer Investment Corporation
Indiana
$4.87M +$37K +285 +0.8%
EFG
2692
Everhart Financial Group
Ohio
$4.87M -$1.52M -11,731 -24%
PWMG
2693
Provence Wealth Management Group
California
$4.86M +$2.79M +21,464 +134%
EFL
2694
ERn Financial LLC
Wisconsin
$4.86M +$111K +853 +2%
BFWA
2695
Benchmark Financial Wealth Advisors
Florida
$4.86M -$92.1K -709 -2%
RDFA
2696
Ritter Daniher Financial Advisory
Ohio
$4.86M +$206K +1,584 +4%
PGAM
2697
Princeton Global Asset Management
New Jersey
$4.86M -$36.8K -283 -0.8%
MAM
2698
McCarthy Asset Management
California
$4.86M -$56.3K -433 -1%
HWM
2699
Hohimer Wealth Management
Washington
$4.86M -$265K -2,036 -5%
CCB
2700
Cutter & Co Brokerage
Missouri
$4.84M -$109K -839 -2%