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 %
PFA
4151
Peak Financial Advisors
Colorado
$671K -$16.1K -124 -2%
IWP
4152
Insight Wealth Partners
Texas
$662K +$29.4K +226 +5%
AMR
4153
Asset Management Resources
Massachusetts
$662K -$104K -801 -14%
JC
4154
Jentner Corp
Ohio
$661K -$10.1K -78 -2%
SFP
4155
Strategic Financial Partners
Oregon
$661K
BC
4156
Barnett & Company
Tennessee
$658K
LG
4157
Lane Generational
Massachusetts
$655K
SPA
4158
Shore Point Advisors
New Jersey
$654K +$654K +5,033 New
VF
4159
Vawter Financial
Ohio
$652K +$652K +5,015 New
CCP
4160
Cassia Capital Partners
North Carolina
$651K +$127K +979 +24%
SC
4161
Schiavi & Co
Delaware
$650K +$58.1K +447 +10%
UI
4162
Unconventional Investor
New Hampshire
$648K -$8.71K -67 -1%
FTA
4163
Financial & Tax Architects
Missouri
$646K -$42.6K -309 -6%
NCG
4164
Newport Capital Group
New Jersey
$644K -$652K -5,016 -50%
TDWM
4165
Topel & Distasi Wealth Management
California
$644K
SF
4166
Safeguard Financial
Wisconsin
$643K -$82K -631 -11%
WEPOG
4167
Wealth Enhancement & Preservation of GA
Georgia
$643K +$137K +1,057 +27%
DB
4168
Dravo Bay
Delaware
$643K +$308K +2,370 +92%
TPWM
4169
Twelve Points Wealth Management
Massachusetts
$641K -$4.55K -35 -0.7%
MCP
4170
Martin Capital Partners
Oregon
$639K -$1.26M -9,677 -66%
AFS
4171
Axiom Financial Strategies
Indiana
$638K -$1.16M -8,907 -64%
BCM
4172
Bayesian Capital Management
New York
$637K +$637K +4,900 New
AC
4173
Avant Capital
Louisiana
$636K -$54.3K -418 -8%
SWM
4174
Seaside Wealth Management
California
$632K
WWM
4175
Wiser Wealth Management
Georgia
$631K -$171K -1,320 -21%