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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 %
WHG
576
Westwood Holdings Group
Texas
$63.8M -$2.14M -16,439 -3%
IWC
577
Integrated Wealth Concepts
Massachusetts
$63.1M +$526K +4,048 +0.8%
LIP
578
Liontrust Investment Partners
United Kingdom
$62.6M +$4.68M +36,000 +8%
TCA
579
Transcend Capital Advisors
New Jersey
$62.5M -$2.87M -22,087 -4%
NL
580
NWAM LLC
Washington
$62.3M -$2.5M -19,257 -4%
CWM
581
Congress Wealth Management
Massachusetts
$62.2M +$2.21M +16,990 +4%
WCM
582
Wedge Capital Management
North Carolina
$62.1M +$13.9M +107,323 +29%
EWA
583
Exencial Wealth Advisors
Oklahoma
$62M +$2.41M +18,571 +4%
ISL
584
Ingalls & Snyder LLC
New York
$61.9M -$2.31M -17,759 -4%
Group One Trading
585
Group One Trading
Illinois
$61.7M -$78.8M -606,471 -56%
WBG
586
Wharton Business Group
Pennsylvania
$61.7M -$98.7K -760 -0.2%
MGP
587
Metis Global Partners
California
$61.6M +$24.1M +185,779 +64%
VCAM
588
Van Cleef Asset Management
Ohio
$61.5M -$92.6K -713 -0.2%
FMII
589
Farmers & Merchants Investments Inc
Nebraska
$61.5M -$3.28M -25,249 -5%
CDH
590
Charles D. Hyman
$61.4M +$54.6K +420 +0.1%
EH
591
Equitable Holdings
New York
$61.4M -$1.25M -9,611 -2%
MCM
592
Maple Capital Management
Vermont
$61.4M -$366K -2,819 -0.6%
BJL
593
Brighton Jones LLC
Washington
$61.4M +$3.51M +27,018 +6%
FNBOO
594
First National Bank of Omaha
Nebraska
$61.1M -$4.15M -31,925 -6%
VI
595
Vestcor Inc
New Brunswick, Canada
$61.1M +$1.18M +9,098 +2%
Fundsmith LLP
596
Fundsmith LLP
United Kingdom
$61M +$1.66M +12,749 +3%
NMIMC
597
Northwestern Mutual Investment Management Company
Wisconsin
$60.9M -$12M -92,405 -16%
OIA
598
OneDigital Investment Advisors
Kansas
$60.8M +$3.51M +27,012 +6%
FFN
599
Focus Financial Network
Minnesota
$60.8M -$955K -7,351 -2%
AFG
600
Albion Financial Group
Utah
$60.7M +$214K +1,645 +0.4%
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