AAPL icon

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 %
MA
3351
Mosaic Advisors
Texas
$2.48M +$21.8K +168 +0.9%
NA
3352
Nottingham Advisors
New York
$2.47M +$115K +887 +5%
CWM
3353
Catalyst Wealth Management
Georgia
$2.47M +$2.47M +18,990 New
OPOWM
3354
One Plus One Wealth Management
Florida
$2.46M -$95.2K -733 -4%
PFT
3355
Providence First Trust
Arizona
$2.45M – – –
BAG
3356
Bridgewealth Advisory Group
California
$2.45M +$2.45M +18,828 New
RWRC
3357
R.W. Roge & Company
New York
$2.44M +$1.3K +10 +0.1%
GM
3358
GeoWealth Management
Illinois
$2.44M -$833K -6,412 -25%
CAS
3359
Coppell Advisory Solutions
Texas
$2.44M +$2.44M +18,767 New
CASC
3360
Coppell Advisory Solutions Corp
Texas
$2.44M +$2.44M +18,767 New
GCM
3361
Galibier Capital Management
Ontario, Canada
$2.44M +$1.39M +10,705 +133%
SGWM
3362
Sterling Group Wealth Management
California
$2.44M +$2.44M +18,752 New
RF
3363
Resolute Financial
Massachusetts
$2.44M +$57.8K +445 +2%
AAM
3364
Arabesque Asset Management
United Kingdom
$2.43M +$492K +3,786 +25%
JWM
3365
Janiczek Wealth Management
Colorado
$2.43M -$254K -1,906 -9%
EWM
3366
Echo Wealth Management
Minnesota
$2.43M -$64.8K -481 -3%
WAOI
3367
Wealth Advisors of Iowa
Iowa
$2.43M +$30.7K +236 +1%
Members Trust
3368
Members Trust
Florida
$2.43M -$63.9K -492 -3%
FCM
3369
Family Capital Management
Michigan
$2.43M +$2.43M +18,687 New
LA
3370
Lane & Associates
New Jersey
$2.43M +$2.43M +18,664 New
CP
3371
Covenant Partners
Tennessee
$2.42M +$27.2K +209 +1%
BCM
3372
Brainard Capital Management
Texas
$2.42M +$2.42M +18,629 New
AGP
3373
Autumn Glory Partners
Texas
$2.42M +$411K +3,166 +21%
GF
3374
Gries Financial
Ohio
$2.42M -$90.6K -697 -4%
EBA
3375
Eagle Bay Advisors
New York
$2.42M -$905K -6,967 -27%
133 134
135
136 137