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 %
MTIC
3126
Missouri Trust & Investment Company
Missouri
$3.18M -$59.6K -459 -2%
ACM
3127
Advance Capital Management
Michigan
$3.18M -$51.2K -394 -2%
LF
3128
Lantz Financial
Illinois
$3.17M +$127K +976 +4%
LFS
3129
Legacy Financial Strategies
Kansas
$3.17M +$149K +1,144 +5%
RIM
3130
Rockbridge Investment Management
New York
$3.17M -$159K -1,223 -5%
OBWP
3131
O'Brien Wealth Partners
Massachusetts
$3.16M -$190K -1,465 -6%
SA
3132
SAM Advisors
California
$3.16M +$192K +1,477 +6%
DIP
3133
Davis Investment Partners
North Carolina
$3.16M +$3.16M +20,545 New
PFA
3134
Pettinga Financial Advisors
Indiana
$3.16M +$5.33K +41 +0.2%
V
3135
ValueWorks
New York
$3.15M -$78K -600 -2%
HCM
3136
Hengehold Capital Management
Ohio
$3.15M +$178K +1,373 +6%
AC
3137
Annandale Capital
Texas
$3.15M +$196K +1,505 +7%
PBT
3138
Pictet Bank & Trust
Bahamas
$3.15M
HPM
3139
Hoxton Planning & Management
West Virginia
$3.15M +$3.15M +24,228 New
MCM
3140
Monument Capital Management
Virginia
$3.15M -$1.08M -8,339 -26%
AWM
3141
Abound Wealth Management
Tennessee
$3.15M -$40.8K -314 -1%
MPIA
3142
Mountain Pacific Investment Advisers
Idaho
$3.15M -$148K -1,140 -4%
BCFD
3143
Boit C.F. David
$3.14M +$9.36K +72 +0.3%
KAM
3144
Karani Asset Management
New York
$3.14M -$771K -5,933 -20%
IA
3145
IAM Advisory
Pennsylvania
$3.14M -$864K -6,653 -22%
ARG
3146
Advisory Resource Group
Oklahoma
$3.14M +$170K +1,306 +6%
RA
3147
Rockingstone Advisors
Massachusetts
$3.14M +$3.14M +24,135 New
BCM
3148
Brasada Capital Management
Texas
$3.13M +$24.7K +190 +0.8%
RAM
3149
Redmond Asset Management
Virginia
$3.13M -$33.7K -259 -1%
WFAG
3150
Worth Financial Advisory Group
North Carolina
$3.13M +$3.13M +24,079 New