4,312 hedge funds and large institutions have $1.3T invested in Apple in 2022 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 1,686 increasing their positions, 2,189 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,312
Holders Change
+9
Holders Change %
+0.21%
% of All Funds
74.56%
Holding in Top 10
2,614
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+2.63%
% of All Funds
45.2%
New
133
Increased
1,686
Reduced
2,189
Closed
67
Calls
$34.8B
Puts
$40B
Net Calls
-$5.2B
Net Calls Change
-$595M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
4001
Cranbrook Wealth Management
Michigan
$630K -$46.3K -335 -7%
PAIM
4002
Punch & Associates Investment Management
Minnesota
$629K +$138 +1 +0%
AWA
4003
Aquire Wealth Advisors
Utah
$626K -$1.94K -14 -0.3%
RI
4004
Ridgewood Investments
New Jersey
$625K +$20.5K +148 +3%
HFM
4005
Hartford Funds Management
Pennsylvania
$625K +$170K +1,231 +37%
SFMG
4006
Sage Financial Management Group
Virginia
$620K -$27.7K -200 -4%
FCM
4007
Fairbanks Capital Management
California
$619K +$16.6K +120 +3%
GG
4008
Gleason Group
Kentucky
$619K +$35.2K +255 +6%
PM
4009
Phraction Management
Connecticut
$618K -$121K -875 -16%
HLOC
4010
H.L. Ormond & Company
North Carolina
$616K +$215K +1,558 +54%
DTIM
4011
Danda Trouve Investment Management
Kansas
$614K -$15.5K -112 -2%
BWM
4012
Boyd Wealth Management
California
$614K +$10.5K +76 +2%
FFIC
4013
First Fiduciary Investment Counsel
Ohio
$610K +$10.4K +75 +2%
ARS
4014
Adirondack Retirement Specialists
New York
$609K
LFDLE
4015
La Financiere de L'Echiquier
France
$608K -$152K -1,100 -20%
DT
4016
Daniels + Tansey
Delaware
$608K +$105K +757 +21%
VEA
4017
Virtus ETF Advisers
New York
$604K -$20.4K -148 -3%
CWA
4018
Cornerstone Wealth Advisors
Minnesota
$603K
CCM
4019
Community Capital Management
Florida
$594K
GC
4020
Gruss & Co
Florida
$594K
KM
4021
Kalos Management
Georgia
$592K -$1.46M -9,990 -71%
MC
4022
Merlin Capital
Rhode Island
$591K -$8.16K -59 -1%
EA
4023
Evergreen Advisors
Tennessee
$591K +$14.9K +108 +3%
FCM
4024
Fairholme Capital Management
Florida
$589K
SA
4025
SWM Advisors
Florida
$588K