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Apple
AAPL

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.37B
2
CSA
Cottage Street Advisors
Massachusetts
+$2.57B
3
Barclays
Barclays
United Kingdom
+$1.53B
4
HHII
H&H International Investment
California
+$1.49B
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.31B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$5.18B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.86B
3
Bank of America
Bank of America
North Carolina
-$2.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.54B
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$850M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
501
Avalon Investment & Advisory
Texas
$78.9M -$3.68M -28,321 -4%
PA
502
Profund Advisors
Maryland
$78.5M -$3.71M -28,545 -5%
KWILP
503
Kiwi Wealth Investments Limited Partnership
New Zealand
$78.5M -$15M -115,550 -16%
MBI
504
Montrusco Bolton Investments
Quebec, Canada
$78.4M -$3.48M -26,775 -4%
CICI
505
Capital Investment Counsel Inc
North Carolina
$78.3M +$23.9M +184,207 +44%
MA
506
Mutual Advisors
Nebraska
$77.8M +$4.05M +31,171 +5%
MMA
507
Miracle Mile Advisors
California
$77.6M +$13.9M +107,014 +22%
OSAM
508
O'Shaughnessy Asset Management
Connecticut
$77.6M -$9.14M -70,366 -11%
SCA
509
Snowden Capital Advisors
New York
$77.4M -$127K -978 -0.2%
LFAS
510
Level Four Advisory Services
Texas
$77M +$11.1M +85,715 +17%
BFS
511
Bard Financial Services
Connecticut
$76.9M -$527K -4,055 -0.7%
CWM
512
Calamos Wealth Management
Illinois
$76.6M +$1.7M +13,078 +2%
BC
513
Burney Company
Virginia
$76.5M -$7.75M -59,624 -9%
AIP
514
Ameritas Investment Partners
Nebraska
$76.4M -$1.78M -12,933 -2%
AI
515
Axiom Investors
Connecticut
$76.2M +$23.9K +184 +0%
CAM
516
Cacti Asset Management
Georgia
$76.2M – – –
ANHIM
517
Alan N. Hoffman Investment Management
Massachusetts
$76.1M -$987K -7,597 -1%
NP
518
NS Partners
United Kingdom
$75.8M -$1.09M -8,374 -1%
ZCM
519
Ziegler Capital Management
Illinois
$75.5M -$6.8M -52,356 -8%
MPM
520
Meritage Portfolio Management
Kansas
$75.4M -$2.86M -22,018 -4%
SAI
521
Systematic Alpha Investments
New Jersey
$74.9M – – –
RMCM
522
Reynders McVeigh Capital Management
Massachusetts
$74.8M +$1.48M +11,395 +2%
Two Sigma Investments
523
Two Sigma Investments
New York
$74.8M -$39.9M -307,415 -35%
IAIM
524
International Assets Investment Management
Florida
$74.7M +$56.5M +1,181,324 +309%
CIP
525
Chartwell Investment Partners
Pennsylvania
$74.3M +$5.52M +42,476 +8%
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