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 %
VFP
2901
Verus Financial Partners
Virginia
$4M -$43.3K -300 -1%
BWM
2902
BCS Wealth Management
Tennessee
$4M +$4.16K +32 +0.1%
AA
2903
Argent Advisors
Louisiana
$3.99M +$180K +1,384 +5%
PMA
2904
Prudent Man Advisors
Illinois
$3.98M +$1.3M +10,021 +49%
CWG
2905
Crown Wealth Group
North Carolina
$3.98M +$54.8K +422 +1%
DJYG
2906
David J. Yvars Group
Florida
$3.98M -$8.19K -63 -0.2%
SL
2907
Summitry LLC
California
$3.98M -$20.7K -159 -0.5%
OPWM
2908
Oxinas Partners Wealth Management
Indiana
$3.98M -$98.1K -755 -2%
LWM
2909
Ledge Wealth Management
Minnesota
$3.98M +$688K +5,293 +21%
PFC
2910
Phocas Financial Corp
California
$3.98M -$340K -2,618 -8%
EWA
2911
Evolution Wealth Advisors
Florida
$3.97M +$275K +2,117 +7%
OCPWS
2912
One Charles Private Wealth Services
Massachusetts
$3.97M +$2.6K +20 +0.1%
SHA
2913
Seneca House Advisors
Virginia
$3.96M -$108K -834 -3%
LFA
2914
Landmark Financial Advisors
Kentucky
$3.96M -$156K -1,204 -4%
GDP
2915
Great Diamond Partners
Maine
$3.94M -$1.1M -8,471 -22%
IIM
2916
InTrack Investment Management
Vermont
$3.94M +$223K +1,718 +6%
WFMPM
2917
Woodley Farra Manion Portfolio Management
Indiana
$3.93M -$43.9K -338 -1%
JIC
2918
JRM Investment Counsel
Nebraska
$3.93M -$1.6M -12,300 -29%
ODFS
2919
O'Donnell Financial Services
California
$3.93M -$64.1K -493 -2%
AWP
2920
Accretive Wealth Partners
New Jersey
$3.93M -$214K -1,646 -5%
APA
2921
Astoria Portfolio Advisors
New York
$3.93M +$387K +2,810 +11%
BWA
2922
Burt Wealth Advisors
Maryland
$3.93M +$3.93M +30,219 New
AWMG
2923
Alliance Wealth Management Group
New Jersey
$3.92M +$260 +2 +0%
PPW
2924
Pasadena Private Wealth
California
$3.92M +$331K +2,548 +9%
RHP
2925
Royal Harbor Partners
Texas
$3.91M +$234K +1,801 +6%