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 %
SPW
4176
Sonoma Private Wealth
California
$628K +$628K +4,833 New
THL
4177
Tillman Hartley LLC
Colorado
$627K +$627K +4,827 New
WHRC
4178
W.H. Reaves & Co
New Jersey
$624K
PA
4179
Prism Advisors
California
$622K -$142K -1,090 -19%
CPA
4180
Cowen Prime Advisors
New York
$621K
CMTU
4181
Capital Markets Trading (UK)
United Kingdom
$621K +$621K +4,778 New
PF
4182
Parker Financial
Washington
$619K +$619K +4,765 New
BFP
4183
Beacon Financial Planning
Massachusetts
$619K +$619K +4,765 New
SSC
4184
Syverson Strege & Co
Iowa
$619K +$4.68K +36 +0.8%
EL
4185
Envoi LLC
Minnesota
$618K -$76K -585 -11%
JFG
4186
JMG Financial Group
Illinois
$615K
PWG
4187
Private Wealth Group
Florida
$614K +$91.2K +702 +17%
SCM
4188
Stordahl Capital Management
Colorado
$614K -$16.5K -127 -3%
FCM
4189
Fairbanks Capital Management
California
$614K +$32.5K +250 +6%
EA
4190
Evolution Advisers
Virginia
$612K -$26.1K -200 -4%
ACM
4191
Ashford Capital Management
Delaware
$612K
CI
4192
Cavalier Investments
Georgia
$612K -$38.2K -294 -6%
FWM
4193
FFT Wealth Management
Pennsylvania
$608K
RP
4194
Riverwater Partners
Wisconsin
$608K -$10.1K -78 -2%
LWA
4195
Lowe Wealth Advisors
Maryland
$607K -$41.7K -321 -6%
HFAS
4196
Hummer Financial Advisory Services
Illinois
$607K
BFP
4197
Briaud Financial Planning
Texas
$606K -$84K -647 -12%
LL
4198
LPWM LLC
Minnesota
$605K -$27.3K -209 -4%
TWA
4199
Trellis Wealth Advisors
California
$604K +$604K +4,651 New
PCM
4200
Perkins Capital Management
Minnesota
$604K