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 %
RFO
3926
RiverGlades Family Offices
Florida
$1.09M +$1.09M +8,353 New
BPGAM
3927
BTG Pactual Global Asset Management
Bermuda
$1.09M -$215K -1,653 -17%
CAM
3928
Crestone Asset Management
Colorado
$1.08M -$15.2K -117 -1%
EWG
3929
Executive Wealth Group
Washington
$1.08M +$1.56K +12 +0.1%
BSWM
3930
Boston Standard Wealth Management
Massachusetts
$1.08M -$49.4K -380 -4%
VFA
3931
Voya Financial Advisors
Connecticut
$1.08M +$59.1K +456 +6%
ICM
3932
Intrepid Capital Management
Florida
$1.08M +$422K +3,245 +64%
CAC
3933
Cowen and Company
New York
$1.07M +$178K +1,369 +20%
RF
3934
RHS Financial
California
$1.07M +$23.1K +178 +2%
CWM
3935
CarsonAllaria Wealth Management
Illinois
$1.07M +$62.5K +481 +6%
EP
3936
Essential Planning
New Hampshire
$1.07M +$527K +3,934 +98%
FIC
3937
Family Investment Center
Missouri
$1.07M +$1.07M +8,202 New
GCC
3938
Game Creek Capital
Massachusetts
$1.07M -$175K -1,350 -14%
PCI
3939
Pacifica Capital Investments
Texas
$1.07M
BWM
3940
Biltmore Wealth Management
Arizona
$1.06M -$2.6K -20 -0.2%
PA
3941
Paragon Advisors
Texas
$1.06M +$42.7K +329 +4%
SEM
3942
Strategic Equity Management
Arizona
$1.05M -$12.3K -95 -1%
CP
3943
Camelot Portfolios
Ohio
$1.05M -$56K -431 -5%
IFA
3944
Interactive Financial Advisors
Illinois
$1.05M -$88.5K -681 -8%
NWMG
3945
National Wealth Management Group
Ohio
$1.05M -$226K -1,736 -18%
RK
3946
Rather & Kittrell
Tennessee
$1.04M -$364K -2,800 -26%
BAM
3947
Bayshore Asset Management
Florida
$1.04M
Aristotle Capital Management
3948
Aristotle Capital Management
California
$1.04M
OMC
3949
Oasis Management Company
Cayman Islands
$1.04M +$1.04M +8,000 New
PIA
3950
Panoramic Investment Advisors
Colorado
$1.04M +$1.04M +7,989 New