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 %
AWS
3376
Aspen Wealth Strategies
Colorado
$2.41M +$2.41M +18,578 New
SWP
3377
Summit Wealth Partners
Florida
$2.41M -$14.6K -112 -0.6%
TW
3378
Towerpoint Wealth
California
$2.41M +$28.3K +218 +1%
WF
3379
Whelan Financial
California
$2.4M +$1.28M +9,827 +113%
KWA
3380
Kellett Wealth Advisors
Ohio
$2.4M +$97.7K +752 +4%
LA
3381
Latitude Advisors
Florida
$2.4M -$162K -1,248 -6%
VBWMG
3382
Von Berge Wealth Management Group
California
$2.4M -$422K -2,890 -15%
FCG
3383
Financial Connections Group
California
$2.4M +$201K +1,546 +9%
ML
3384
Mayport LLC
Massachusetts
$2.4M +$106K +818 +5%
HI
3385
Harper Investing
California
$2.4M -$1.97M -15,155 -45%
JGUA
3386
John G. Ullman & Associates
New York
$2.39M -$44.4K -342 -2%
GPWA
3387
Great Point Wealth Advisors
Massachusetts
$2.39M +$1.43K +11 +0.1%
NCM
3388
NCM Capital Management
New Jersey
$2.39M +$1.11M +8,512 +86%
AWM
3389
AllSquare Wealth Management
New York
$2.38M -$13K -100 -0.5%
EP
3390
EPIQ Partners
Minnesota
$2.38M -$8.45K -65 -0.4%
FBT
3391
First Bank & Trust
South Dakota
$2.37M -$17.3K -133 -0.7%
KIA
3392
KLR Investment Advisors
Rhode Island
$2.37M +$2.37M +18,208 New
VWMG
3393
Virginia Wealth Management Group
Virginia
$2.37M +$9.23K +71 +0.4%
SICM
3394
Sustainable Insight Capital Management
New York
$2.36M +$37.6K +289 +2%
CA
3395
Crumly & Associates
Illinois
$2.36M -$456K -3,507 -16%
GSWM
3396
Greenup Street Wealth Management
Michigan
$2.36M +$35.5K +273 +2%
OFS
3397
Oldfather Financial Services
Nebraska
$2.36M -$46.6K -359 -2%
RCM
3398
Rain Capital Management
Oregon
$2.36M +$2.36M +18,182 New
RCC
3399
Red Cedar Capital
Nebraska
$2.36M
PFA
3400
Pathway Financial Advisors
Vermont
$2.35M +$6.89K +53 +0.3%