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 %
CM
4101
Capital Management
Virginia
$773K -$19.1K -147 -2%
FAM
4102
Forte Asset Management
New York
$770K +$78K +600 +11%
WFA
4103
Websterrogers Financial Advisors
South Carolina
$768K -$148K -1,138 -16%
MAM
4104
Milestone Asset Management
Pennsylvania
$768K +$768K +5,440 New
BWA
4105
Boulder Wealth Advisors
Colorado
$766K +$766K +5,896 New
HWM
4106
HighMark Wealth Management
Minnesota
$763K +$5.98K +46 +0.8%
IWP
4107
IAG Wealth Partners
Wisconsin
$759K -$13.5K -104 -2%
NFP
4108
NorthLanding Financial Partners
New York
$758K -$18.5K -142 -2%
CFAM
4109
Coury Firm Asset Management
Pennsylvania
$755K -$18.7K -144 -2%
HIGP
4110
Hill Investment Group Partners
Missouri
$753K +$753K +5,793 New
CCA
4111
Covey Capital Advisors
Georgia
$751K
MWM
4112
Maltin Wealth Management
New Jersey
$749K -$107K -825 -13%
CFG
4113
Compton Financial Group
Maryland
$748K -$18.3K -141 -2%
GWM
4114
Guardian Wealth Management
Illinois
$748K
FIBT
4115
First International Bank & Trust
North Dakota
$742K -$315K -2,419 -30%
NLG
4116
New Legacy Group
New York
$741K
EWM
4117
Endowment Wealth Management
Wisconsin
$735K +$5.98K +46 +0.8%
TF
4118
Theory Financial
Colorado
$733K +$733K +5,641 New
CCM
4119
Cullen Capital Management
New York
$733K
LFDLE
4120
La Financiere de L'Echiquier
France
$729K +$158K +1,212 +28%
FPW
4121
Flagship Private Wealth
Massachusetts
$728K +$109K +838 +18%
MFS
4122
Mirabella Financial Services
United Kingdom
$728K +$728K +5,600 New
BFA
4123
BMS Financial Advisors
South Dakota
$725K -$780 -6 -0.1%
CWA
4124
CM Wealth Advisors
Ohio
$721K -$24.7K -190 -3%
FW
4125
FirstPurpose Wealth
Utah
$720K +$43K +331 +6%