4,355 hedge funds and large institutions have $1.7T invested in Apple in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 1,676 increasing their positions, 2,270 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,355
Holders Change
-10
Holders Change %
-0.23%
% of All Funds
68.92%
Holding in Top 10
2,723
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+0.33%
% of All Funds
43.09%
New
152
Increased
1,676
Reduced
2,270
Closed
105
Calls
$39.9B
Puts
$47.7B
Net Calls
-$7.8B
Net Calls Change
+$5.94B
Name Holding Trade Value Shares
Change
Shares
Change %
LIG
2876
Lokken Investment Group
Delaware
$5.4M -$245K -1,551 -4%
BHWA
2877
Beacon Harbor Wealth Advisors
Virginia
$5.4M -$609K -3,488 -10%
TMWM
2878
Taylor & Morgan Wealth Management
Michigan
$5.39M +$146K +835 +3%
4WM
2879
44 Wealth Management
Oregon
$5.36M -$142K -811 -3%
TFA
2880
Trinity Financial Advisors
Ohio
$5.36M -$10.7K -61 -0.2%
SP
2881
Successful Portfolios
Florida
$5.35M -$133K -762 -2%
NLP
2882
Next Level Private
New York
$5.35M +$10.1K +58 +0.2%
TI
2883
tru Independence
Oregon
$5.34M +$58.1K +333 +1%
OF
2884
Outfitter Financial
Maine
$5.34M -$107K -615 -2%
WIA
2885
World Investment Advisors
California
$5.34M +$56.4K +323 +1%
SPFA
2886
Summit Place Financial Advisors
New Jersey
$5.33M -$518K -2,965 -9%
CWA
2887
Choice Wealth Advisors
Maine
$5.32M -$150K -873 -3%
OCPWS
2888
One Charles Private Wealth Services
Massachusetts
$5.32M -$90.1K -516 -2%
VCP
2889
Vista Capital Partners
Oregon
$5.31M +$1.87M +10,683 +54%
WFMPM
2890
Woodley Farra Manion Portfolio Management
Indiana
$5.3M -$15K -86 -0.3%
SFWC
2891
Strategic Family Wealth Counselors
New Jersey
$5.29M +$524 +3 +0%
POIA
2892
Pin Oak Investment Advisors
Texas
$5.29M -$33.2K -190 -0.6%
VR
2893
Viridian RIA
Washington
$5.28M +$104K +597 +2%
BHTS
2894
Bar Harbor Trust Services
Maine
$5.28M -$2.41M -13,804 -31%
MMHP
2895
Murphy Middleton Hinkle & Parker
Georgia
$5.28M -$29.7K -170 -0.6%
LCM
2896
Lattice Capital Management
Washington
$5.28M +$6.61K +40 +0.1%
PHAM
2897
Palisades Hudson Asset Management
Florida
$5.28M -$489K -2,801 -8%
IAG
2898
Investment Advisory Group
Massachusetts
$5.28M +$118K +678 +2%
CHA
2899
Cooper/Haims Advisors
New York
$5.27M +$28.6K +164 +0.5%
AWMG
2900
Alliance Wealth Management Group
New Jersey
$5.26M +$71.9K +412 +1%