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 %
LRIC
2776
Long Road Investment Counsel
Michigan
$4.52M
ABP
2777
Arthur B. Page
$4.51M -$251K -1,930 -5%
OCM
2778
Osterweis Capital Management
California
$4.5M +$24.6K +189 +0.5%
EWM
2779
Elmwood Wealth Management
California
$4.5M +$13.5K +104 +0.3%
EGA
2780
E&G Advisors
Texas
$4.5M -$514K -3,958 -10%
CCM
2781
Check Capital Management
California
$4.49M +$87.4K +673 +2%
CFSG
2782
Clark Financial Services Group
Missouri
$4.49M +$154K +1,187 +4%
SCA
2783
Sandy Cove Advisors
Massachusetts
$4.49M +$154K +1,186 +4%
BWM
2784
Baron Wealth Management
Michigan
$4.48M +$4.48M +34,515 New
NIA
2785
NIA Impact Advisors
California
$4.48M +$134K +1,033 +3%
CCA
2786
Cora Capital Advisors
New Jersey
$4.48M +$4.48M +34,474 New
FSCM
2787
Front Street Capital Management
Montana
$4.47M +$31.4K +242 +0.7%
HWM
2788
Heirloom Wealth Management
Colorado
$4.47M +$4.47M +34,408 New
EA
2789
Eudaimonia Advisors
Tennessee
$4.47M +$431K +3,316 +11%
YWS
2790
Yarger Wealth Strategies
Ohio
$4.46M +$7.28K +56 +0.2%
EFM
2791
Eley Financial Management
Vermont
$4.46M +$4.46M +34,343 New
BAM
2792
BOS Asset Management
Illinois
$4.46M +$4.46M +34,315 New
LAS
2793
LWM Advisory Services
Florida
$4.43M -$2.13M -16,328 -32%
WMC
2794
Westwood Management Corporation
Illinois
$4.43M +$2.99M +23,000 +207%
CWM
2795
Cherrydale Wealth Management
New Jersey
$4.42M +$55.5K +427 +1%
CCA
2796
Column Capital Advisors
Indiana
$4.41M +$3.17M +83,729 +256%
BIM
2797
Barton Investment Management
Pennsylvania
$4.41M +$188K +1,444 +4%
RB
2798
Rodgers Brothers
Pennsylvania
$4.4M -$235K -1,812 -5%
MHWM
2799
Montz Harcus Wealth Management
Louisiana
$4.4M +$274K +2,107 +7%
NRW
2800
Nova R Wealth
Kansas
$4.39M -$73.5K -566 -2%