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 %
SRC
3901
Stone Run Capital
New York
$1.15M -$247K -1,900 -18%
SAS
3902
Stelac Advisory Services
New York
$1.15M -$7.06M -54,317 -86%
AFP
3903
Alpha Financial Partners
Kentucky
$1.15M +$1.15M +8,818 New
BSAM
3904
Blue Square Asset Management
New York
$1.13M -$333K -2,561 -23%
FWM
3905
ForthRight Wealth Management
Georgia
$1.13M -$5.2K -40 -0.5%
WA
3906
Waterford Advisors
New York
$1.13M +$1.13M +8,661 New
OLA
3907
Oliver Luxxe Assets
New Jersey
$1.12M -$33.7K -259 -3%
JHP
3908
James Hambro & Partners
United Kingdom
$1.12M -$534K -4,108 -32%
OPWM
3909
Oakwell Private Wealth Management
Texas
$1.12M -$24.4K -188 -2%
LAM
3910
Lifestyle Asset Management
Texas
$1.12M +$1.12M +8,601 New
WMWM
3911
Whitaker-Myers Wealth Managers
Ohio
$1.12M +$1.12M +8,582 New
RAM
3912
Rempart Asset Management
Canada
$1.12M -$32.5K -250 -3%
VP
3913
Verum Partners
North Carolina
$1.11M +$1.11M +8,568 New
AWA
3914
ARQ Wealth Advisors
Arizona
$1.11M +$14.9K +115 +1%
CA
3915
Crane Advisory
California
$1.11M +$13K +100 +1%
TB
3916
Treynor Bancshares
Iowa
$1.11M -$5.72K -44 -0.5%
ACA
3917
Ascension Capital Advisors
Texas
$1.11M -$66.5K -512 -6%
WSWA
3918
Warren Street Wealth Advisors
California
$1.1M -$670K -5,153 -38%
CP
3919
Coho Partners
Pennsylvania
$1.1M -$55.9K -430 -5%
EFIC
3920
Eliot Finkel Investment Counsel
California
$1.1M -$121K -929 -10%
BA
3921
Bennicas & Associates
California
$1.1M -$19.5K -150 -2%
CIA
3922
Capital Impact Advisors
Massachusetts
$1.1M +$454K +3,495 +71%
DK
3923
David Kennon
Florida
$1.09M -$85.1K -655 -7%
APS
3924
American Planning Services
Florida
$1.09M +$1.09M +8,370 +93,000%
EIP
3925
Easterly Investment Partners
Massachusetts
$1.09M +$13.6K +105 +1%