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 %
CWA
4226
Cornerstone Wealth Advisors
Minnesota
$567K
FL
4227
Fort LP
Maryland
$565K +$122K +941 +28%
TSA
4228
Tri-Star Advisors
Texas
$563K -$487K -3,579 -46%
PI
4229
Pachira Investments
California
$563K +$23.4K +180 +4%
KI
4230
Kula Investments
Illinois
$563K +$563K +4,333 New
BTIM
4231
BancFirst Trust & Investment Management
Oklahoma
$560K -$105K -812 -16%
FA
4232
Financial Advantage
Maryland
$559K -$82.6K -636 -13%
LFG
4233
Leverty Financial Group
Wisconsin
$557K +$134K +1,034 +32%
EA
4234
Evergreen Advisors
Tennessee
$556K +$260 +2 +0%
LODC
4235
Lanham O'Dell & Company
West Virginia
$555K -$893K -6,869 -62%
FCM
4236
Fairholme Capital Management
Florida
$554K
KGC
4237
Kennon-Green & Company
Ohio
$549K +$549K +4,228 New
MC
4238
Merlin Capital
Rhode Island
$546K -$9.1K -70 -2%
GC
4239
Gruss & Co
Florida
$546K -$13K -100 -2%
TC
4240
Tacita Capital
Ontario, Canada
$545K
DU
4241
Delphia (USA)
Ontario, Canada
$544K +$120K +923 +28%
MAS
4242
Madden Advisory Services
Florida
$543K +$390 +3 +0.1%
IPW
4243
IronBridge Private Wealth
Texas
$542K +$60.9K +469 +13%
P
4244
Palladiem
Pennsylvania
$541K -$68.2K -525 -11%
AMIM
4245
Aull & Monroe Investment Management
Alabama
$540K +$390 +3 +0.1%
WG
4246
Winton Group
United Kingdom
$539K +$305K +2,345 +130%
BWL
4247
Beacon Wealthcare LLC
North Carolina
$537K +$9.75K +75 +2%
JCM
4248
J2 Capital Management
Michigan
$537K +$537K +4,135 New
IEFM
4249
IQ EQ Fund Management
Ireland
$536K -$9.75K -75 -2%
TPM
4250
Triasima Portfolio Management
Quebec, Canada
$533K -$288K -2,220 -35%