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 %
KS
3876
Karpas Strategies
Connecticut
$1.19M +$390 +3 +0%
HFM
3877
Hartford Funds Management
Pennsylvania
$1.18M +$595K +4,580 +101%
RWG
3878
Ratio Wealth Group
Colorado
$1.18M +$55.4K +426 +5%
HCM
3879
Horrell Capital Management
Arkansas
$1.18M +$130 +1 +0%
MBFW
3880
Morton Brown Family Wealth
Pennsylvania
$1.18M
PFM
3881
Phillips Financial Management
Indiana
$1.18M +$283K +2,178 +32%
VIM
3882
VELA Investment Management
Ohio
$1.18M +$91.6K +705 +8%
BC
3883
Bridgefront Capital
Texas
$1.18M +$1.18M +9,049 New
VIM
3884
Vista Investment Management
Pennsylvania
$1.17M +$18.3K +141 +2%
CWA
3885
Clearview Wealth Advisors
Oregon
$1.17M -$38.6K -297 -3%
TAM
3886
TCP Asset Management
Ohio
$1.17M +$1.17M +8,990 New
MWM
3887
Maripau Wealth Management
Indiana
$1.17M -$25K -185 -2%
KIC
3888
Keating Investment Counselors
Florida
$1.17M +$545K +4,195 +88%
OFP
3889
OLIO Financial Planning
Virginia
$1.16M -$146K -1,120 -11%
PG
3890
Prostatis Group
Maryland
$1.16M -$863K -6,643 -43%
ACM
3891
Adalta Capital Management
New York
$1.16M -$200K -1,540 -15%
ACM
3892
Armbruster Capital Management
New York
$1.16M +$81.1K +624 +8%
HFW
3893
Horizon Family Wealth
Illinois
$1.16M -$10.1K -78 -0.9%
FA
3894
Fortis Advisors
Pennsylvania
$1.16M +$130 +1 +0%
FSA
3895
Financial Sense Advisors
California
$1.16M -$78.9K -607 -6%
LWMNY
3896
Landmark Wealth Management (New York)
New York
$1.16M -$2.47K -19 -0.2%
WWP
3897
WR Wealth Planners
Missouri
$1.16M -$330K -2,537 -22%
ESCM
3898
Echo Street Capital Management
New York
$1.15M +$1.15M +8,880 New
W
3899
WorthPointe
California
$1.15M +$92.5K +712 +9%
SFG
3900
Steward Financial Group
Texas
$1.15M -$19.6K -151 -2%