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 %
HF
4201
Halpern Financial
Virginia
$603K -$650 -5 -0.1%
PWA
4202
Pillar Wealth Advisors
Pennsylvania
$602K -$108K -832 -15%
LWP
4203
Laurel Wealth Planning
Minnesota
$601K -$19.5K -150 -3%
GCM
4204
Graham Capital Management
Connecticut
$601K -$414K -3,183 -41%
ONGA
4205
O'Neil Global Advisors
California
$600K -$246K -1,893 -29%
CWR
4206
Chico Wealth RIA
California
$600K -$5.2M -40,000 -90%
HA
4207
HFG Advisors
Ohio
$600K
RI
4208
Ridgewood Investments
New Jersey
$596K +$9.23K +71 +2%
BWM
4209
Boyd Wealth Management
California
$596K +$18.3K +141 +3%
SGA
4210
Seaport Global Advisors
Massachusetts
$593K +$195K +1,504 +49%
CWM
4211
Cranbrook Wealth Management
Michigan
$592K +$260 +2 +0%
NPPM
4212
North Point Portfolio Managers
Ohio
$592K -$63.1K -486 -10%
ACM
4213
Argyle Capital Management
Pennsylvania
$589K -$13K -100 -2%
RWM
4214
Reston Wealth Management
Virginia
$588K -$10.4K -80 -2%
SA
4215
SRN Advisors
Pennsylvania
$588K -$162K -1,247 -22%
PFM
4216
Patton Fund Management
Texas
$587K +$172K +1,321 +41%
AWA
4217
Aquire Wealth Advisors
Utah
$584K -$4.29K -33 -0.7%
CC
4218
Corton Capital
Ontario, Canada
$583K +$167K +1,288 +40%
GG
4219
Gleason Group
Kentucky
$583K +$1.04K +8 +0.2%
UWM
4220
USAdvisors Wealth Management
Minnesota
$582K -$65.7K -506 -10%
PM
4221
Phraction Management
Connecticut
$581K
SW
4222
Simplicity Wealth
New Jersey
$581K -$489K -3,762 -46%
CIM
4223
Contravisory Investment Management
Massachusetts
$577K +$54.6K +420 +10%
FFIC
4224
First Fiduciary Investment Counsel
Ohio
$573K
ARS
4225
Adirondack Retirement Specialists
New York
$573K