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Apple
AAPL

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.37B
2
CSA
Cottage Street Advisors
Massachusetts
+$2.57B
3
Barclays
Barclays
United Kingdom
+$1.53B
4
HHII
H&H International Investment
California
+$1.49B
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.31B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$5.18B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.86B
3
Bank of America
Bank of America
North Carolina
-$2.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.54B
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$850M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWAG
2976
Spectrum Wealth Advisory Group
California
$3.71M +$322K +2,475 +10%
DFG
2977
Demars Financial Group
Washington
$3.7M -$265K -2,039 -7%
EWS
2978
Evergreen Wealth Solutions
Pennsylvania
$3.69M +$74.1K +570 +2%
HCM
2979
Hudson Capital Management
New Jersey
$3.69M +$271K +2,088 +8%
RCA
2980
Reitz Capital Advisors
Michigan
$3.68M -$101K -775 -3%
PFA
2981
Pathway Financial Advisers
Indiana
$3.68M +$3.68M +28,324 New
AGAM
2982
Audent Global Asset Management
California
$3.68M -$971K -7,476 -21%
FMP
2983
Financial Management Professionals
Texas
$3.68M -$53.3K -409 -1%
EGM
2984
Engineers Gate Manager
New York
$3.67M +$1.34M +10,281 +57%
AA
2985
Addison Advisors
Vermont
$3.67M -$565K -4,350 -13%
SFG
2986
Summit Financial Group
West Virginia
$3.67M -$194K -1,497 -5%
BC
2987
Barrett & Company
Rhode Island
$3.66M – – –
TWI
2988
Thomas White International
Illinois
$3.66M – – –
TS
2989
True Signal
New York
$3.66M +$3.66M +28,180 New
CIA
2990
Caerus Investment Advisors
Texas
$3.66M -$1.04M -7,997 -22%
BB
2991
Bell Bank
North Dakota
$3.66M +$295K +2,273 +9%
RIM
2992
RW Investment Management
Idaho
$3.66M +$3.66M +28,151 New
WJA
2993
Willis Johnson & Associates
Texas
$3.65M +$451K +3,472 +14%
DIP
2994
DT Investment Partners
Pennsylvania
$3.65M +$26.1K +201 +0.7%
TCWM
2995
Total Clarity Wealth Management
Illinois
$3.65M -$8.58K -66 -0.2%
BF
2996
Blankinship & Foster
California
$3.64M +$169K +1,297 +5%
RFA
2997
Register Financial Advisors
Georgia
$3.63M +$3.63M +27,952 New
CAM
2998
Cidel Asset Management
Ontario, Canada
$3.63M +$866K +6,663 +31%
FBC
2999
Fairfield, Bush & Co
Connecticut
$3.63M +$17.3K +133 +0.5%
VIA
3000
Vickerman Investment Advisors
Washington
$3.63M +$203K +1,561 +6%
118 119
120
121 122