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 %
CWM
3001
Collaborative Wealth Management
Florida
$3.62M +$8.97K +69 +0.2%
GWAG
3002
Garrett Wealth Advisory Group
Texas
$3.62M -$60.8K -468 -2%
CPA
3003
Court Place Advisors
Maryland
$3.62M +$82.1K +632 +2%
FFP
3004
Forbes Financial Planning
Rhode Island
$3.62M
ACM
3005
Antonetti Capital Management
Florida
$3.61M -$139K -1,070 -4%
OQS
3006
Occudo Quantitative Strategies
Florida
$3.61M +$3.61M +27,777 New
CPWMP
3007
Cardinal Point Wealth Management Partners
California
$3.61M +$1.48M +11,405 +70%
CPCM
3008
Cardinal Point Capital Management
Ontario, Canada
$3.61M +$3.61M +27,760 New
DCM
3009
Dimension Capital Management
Florida
$3.6M -$11.7K -90 -0.3%
FWS
3010
FinDec Wealth Services
California
$3.59M +$3.59M +27,654 New
PHAM
3011
Palisades Hudson Asset Management
Florida
$3.58M -$191K -1,469 -5%
CGIM
3012
Cannon Global Investment Management
Florida
$3.57M +$3.57M +27,500 New
HC
3013
Hamilton Capital
Ohio
$3.57M +$419K +3,228 +13%
SCP
3014
Syntal Capital Partners
Texas
$3.57M
EWA
3015
ERTS Wealth Advisors
Michigan
$3.57M +$125K +962 +4%
TC
3016
Truvestments Capital
Florida
$3.57M -$3.77K -29 -0.1%
IF
3017
Integrity Financial
Wyoming
$3.57M -$39.9K -307 -1%
SA
3018
SFI Advisors
New Jersey
$3.56M -$260 -2 -0%
FOA
3019
Five Oceans Advisors
California
$3.56M -$353K -2,720 -9%
FFM
3020
Fullerton Fund Management
Singapore
$3.56M -$5.59M -43,038 -61%
PAM
3021
Premier Asset Management
Illinois
$3.56M -$1.59M -12,249 -31%
FP
3022
Factorial Partners
New York
$3.55M
CCM
3023
Connective Capital Management
California
$3.55M +$3.55M +27,356 New
CIA
3024
Cascade Investment Advisors
Oregon
$3.55M -$18.8K -145 -0.5%
PWM
3025
Palumbo Wealth Management
New York
$3.55M +$224K +1,722 +7%