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 %
SI
4351
Shaker Investments
Ohio
$377K
MM
4352
MQS Management
New York
$375K +$375K +2,884 New
BA
4353
Bellwether Advisors
Nebraska
$371K -$51.3K -395 -12%
KM
4354
Kalos Management
Georgia
$370K -$157K -1,208 -30%
VF
4355
Vest Financial
Virginia
$367K +$367K +2,821 New
Mawer Investment Management
4356
Mawer Investment Management
Alberta, Canada
$366K +$366K +2,820 New
SWM
4357
SigFig Wealth Management
California
$366K
WFS
4358
Walker Financial Services
Kentucky
$366K -$95.6K -580 -21%
BCM
4359
Beddow Capital Management
Wyoming
$364K -$65K -500 -15%
FVCM
4360
F&V Capital Management
Florida
$364K +$101K +775 +38%
RHJA
4361
Rice Hall James & Associates
California
$364K -$429K -3,300 -54%
CRG
4362
Cornerstone Retirement Group
Nevada
$364K +$364K +2,800 New
JF
4363
Joule Financial
Kentucky
$362K -$5.98K -46 -2%
WS
4364
Wela Strategies
Georgia
$358K +$35.8K +276 +11%
BHWA
4365
Beacon Harbor Wealth Advisors
Virginia
$358K +$358K +2,756 New
RFS
4366
Retirement Financial Solutions
Tennessee
$354K +$354K +2,722 New
GIA
4367
Goodwin Investment Advisory
Georgia
$352K
HCWM
4368
Harrison & Co Wealth Management
Virginia
$352K
ECG
4369
EPIQ Capital Group
California
$352K +$130 +1 +0%
PPW
4370
PACK Private Wealth
Minnesota
$351K
ITFISA
4371
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$351K
FPCG
4372
Forum Private Client Group
Indiana
$349K +$390 +3 +0.1%
TA
4373
TCM Advisors
West Virginia
$347K -$380K
LWIC
4374
Leith Wheeler Investment Counsel
British Columbia, Canada
$347K
CJFS
4375
Coulter & Justus Financial Services
Tennessee
$345K +$780 +6 +0.2%