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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 %
JWBC
3426
John W. Brooker & Co
California
$2.28M -$876K -6,743 -28%
GWA
3427
Geometric Wealth Advisors
District of Columbia
$2.28M +$4.94K +38 +0.2%
C
3428
CEDRUS
Colorado
$2.28M +$16.8K +129 +0.7%
LHWM
3429
Lake Hills Wealth Management
Texas
$2.27M +$2.27M +17,501 New
AGA
3430
Arkos Global Advisors
Texas
$2.27M +$440K +3,383 +24%
OIS
3431
Okabena Investment Services
Minnesota
$2.27M -$2.46M -18,905 -52%
TFA
3432
Tobias Financial Advisors
Florida
$2.27M +$19.5K +150 +0.9%
AA
3433
Alesco Advisors
New York
$2.26M +$28.5K +219 +1%
GSC
3434
G&S Capital
Colorado
$2.26M -$1.72M -13,273 -43%
MECA
3435
Miller Equity Capital Advisors
Texas
$2.26M +$52K +400 +2%
DCM
3436
Difesa Capital Management
New York
$2.26M +$10.4K +80 +0.5%
RIR
3437
Rayliant Investment Research
California
$2.25M +$2.25M +17,344 New
RWA
3438
Rooted Wealth Advisors
Illinois
$2.25M +$2.25M +17,342 New
DFS
3439
Dixon Fnancial Services
California
$2.25M +$5.07K +39 +0.2%
CAM
3440
Campion Asset Management
Virginia
$2.25M +$13K +100 +0.6%
WAM
3441
Werlinich Asset Management
Connecticut
$2.23M -$26K -200 -1%
FCM
3442
Firestone Capital Management
Florida
$2.23M -$101K -778 -4%
SMF
3443
Sterling Manor Financial
New York
$2.23M +$396K +3,050 +22%
SFG
3444
Snider Financial Group
Washington
$2.23M +$415K +3,192 +23%
CFC
3445
Coyle Financial Counsel
Illinois
$2.22M -$1.09M -8,397 -33%
KLI
3446
Kelman-Lazarov Inc
Tennessee
$2.21M -$36.4K -280 -2%
CWMU
3447
Caliber Wealth Management (Utah)
Utah
$2.21M -$491K -3,777 -18%
XT
3448
XTX Topco
Cayman Islands
$2.21M +$2.21M +17,014 New
CAM
3449
CPA Asset Management
Florida
$2.21M +$2.21M +17,004 New
MUAMU
3450
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.21M – – –
136 137
138
139 140