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 %
EWA
301
EP Wealth Advisors
California
$194M +$12.9M +99,527 +7%
OPERF
302
Oregon Public Employees Retirement Fund
Oregon
$193M -$47.5M -365,365 -20%
UB
303
UMB Bank
Missouri
$191M -$2.13M -16,363 -1%
IC
304
IEQ Capital
California
$191M +$280K +2,158 +0.1%
LGF
305
LGT Group Foundation
Liechtenstein
$190M +$21.9M +168,908 +13%
LSERS
306
Louisiana State Employees Retirement System
Louisiana
$189M -$4.11M -31,600 -2%
AssetMark Inc
307
AssetMark Inc
California
$189M +$9.21M +70,919 +5%
GPCM
308
Greenbrier Partners Capital Management
Texas
$188M -$13.4M -103,182 -7%
AWS
309
Atria Wealth Solutions
New York
$186M -$2.65M -20,371 -1%
BCIM
310
British Columbia Investment Management
British Columbia, Canada
$185M -$23.1M -177,824 -11%
JAM
311
Jupiter Asset Management
United Kingdom
$183M -$15.9M -122,017 -8%
DC
312
Davenport & Co
Virginia
$183M -$1.04M -8,050 -0.6%
SMDAM
313
Sumitomo Mitsui DS Asset Management
Japan
$182M +$10.1M +78,095 +6%
GG
314
Gofen & Glossberg
Illinois
$182M -$136K -1,046 -0.1%
SBH
315
Segall Bryant & Hamill
Illinois
$181M +$1.42M +10,963 +0.8%
FWCM
316
Ferguson Wellman Capital Management
Oregon
$179M +$7.27M +55,969 +4%
CAM
317
Congress Asset Management
Massachusetts
$174M -$4.96M -38,153 -3%
III
318
Independent Investors Inc
New York
$171M -$3.42M -26,316 -2%
ZIM
319
Zacks Investment Management
Illinois
$169M -$7.45M -57,370 -4%
AIM
320
Artemis Investment Management
United Kingdom
$167M -$8.53M -65,375 -5%
Kovitz Investment Group Partners
321
Kovitz Investment Group Partners
Illinois
$166M -$1.83M -14,076 -1%
CAM
322
ClariVest Asset Management
California
$165M -$4.99M -38,378 -3%
PA
323
Pinnacle Associates
New York
$165M +$3.57M +27,495 +2%
SAM
324
Securian Asset Management
Minnesota
$164M -$2.48M -19,069 -1%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$164M +$3.78M +29,106 +2%