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 %
AA
4001
Axiom Advisory
California
$970K -$7.8K -60 -0.8%
HCA
4002
Heck Capital Advisors
Wisconsin
$969K +$13.5K +104 +1%
DCM
4003
Davidson Capital Management
Texas
$968K -$122K -940 -11%
FSWA
4004
Financial Synergies Wealth Advisors
Texas
$967K +$10.5K +81 +1%
ARIS
4005
Advanced Research Investment Solutions
California
$967K -$333K -2,562 -26%
GWM
4006
GoalFusion Wealth Management
Texas
$960K +$960K +6,656 New
FC
4007
FCA Corp
Texas
$960K
RAG
4008
RIA Advisory Group
Iowa
$959K +$959K +10,482 New
GC
4009
Gibson Capital
Pennsylvania
$958K -$262K -2,016 -21%
LGWM
4010
Litman Gregory Wealth Management
California
$957K -$14.3K -110 -1%
M
4011
MYeCFO
California
$947K +$947K +7,289 New
EMG
4012
ETF Managers Group
New Jersey
$947K -$778K -5,984 -45%
PWM
4013
Prentice Wealth Management
New York
$943K -$4.68K -36 -0.5%
FA
4014
Financial Alternatives
California
$942K +$942K +7,249 New
DF
4015
Donoghue Forlines
Massachusetts
$938K -$101K -781 -10%
SWMG
4016
Sanchez Wealth Management Group
Florida
$935K +$1.17K +9 +0.1%
KWM
4017
Kanen Wealth Management
Florida
$933K
SCA
4018
Sippican Capital Advisors
Massachusetts
$932K -$14.3K -110 -2%
SWM
4019
Sanctuary Wealth Management
Idaho
$928K +$9.62K +74 +1%
EARNEST Partners
4020
EARNEST Partners
Georgia
$928K
RCM
4021
Requisite Capital Management
Texas
$928K
SC
4022
Sonen Capital
California
$927K +$66.7K +513 +8%
ADMI
4023
Albert D. Mason Inc
Massachusetts
$927K -$49K -377 -5%
RG
4024
Retirement Group
California
$922K +$490K +3,774 +114%
ACM
4025
Arlington Capital Management
Illinois
$919K +$919K +7,073 New