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 %
TDC
3976
Thompson Davis & Co
Virginia
$1,000K -$700K -5,391 -41%
NF
3977
Norwood Financial
Pennsylvania
$997K +$22.7K +175 +2%
PIC
3978
Portland Investment Counsel
Ontario, Canada
$997K
AFA
3979
AllGen Financial Advisors
Florida
$995K -$212K -1,632 -18%
PWA
3980
PCG Wealth Advisors
Kansas
$994K -$1.01M -7,752 -50%
KFA
3981
Krane Funds Advisors
New York
$994K -$117K -904 -11%
IWP
3982
Innova Wealth Partners
Pennsylvania
$994K -$214K -1,650 -18%
CRI
3983
Commonwealth Retirement Investments
Virginia
$992K +$992K +7,631 New
SHIM
3984
Stone House Investment Management
Pennsylvania
$990K -$22.6K -174 -2%
AWAU
3985
Alliance Wealth Advisors (Utah)
Utah
$990K +$990K +7,620 New
DLHL
3986
Donald L. Hagan LLC
Florida
$990K +$27.3K +210 +3%
TFG
3987
Tilson Financial Group
New Jersey
$989K +$989K +7,610 New
SPWG
3988
Sage Private Wealth Group
Illinois
$989K -$458K -3,522 -32%
KDA
3989
Kraft Davis & Associates
Missouri
$988K +$988K +6,430 New
EPWM
3990
Essex Private Wealth Management
Massachusetts
$985K -$7.8K -60 -0.8%
PPWM
3991
PFG Private Wealth Management
Florida
$984K +$70.3K +541 +8%
CAG
3992
Compass Advisory Group
New York
$979K -$188K -1,384 -16%
HPCM
3993
Hunter Perkins Capital Management
Illinois
$979K -$26K -200 -3%
CFP
3994
Cypress Financial Planning
New Jersey
$976K +$33.6K +269 +4%
AA
3995
ACT Advisors
North Carolina
$975K +$52.5K +404 +6%
CCA
3996
Conestoga Capital Advisors
Pennsylvania
$973K -$105K -810 -10%
AIA
3997
Angeles Investment Advisors
California
$972K +$972K +7,481 New
CG
3998
Cutler Group
California
$972K +$618K +4,760 +175%
MS
3999
Mizuho Securities
Japan
$972K -$5.29M -40,714 -84%
EGWAG
4000
Elwood & Goetz Wealth Advisory Group
Georgia
$971K -$20.3K -156 -2%