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 %
BFO
651
Boston Family Office
Massachusetts
$53.5M -$45.3K -349 -0.1%
CCM
652
Coldstream Capital Management
Washington
$53.2M +$53.2M +409,518 New
TMAM
653
Tokio Marine Asset Management
Japan
$53.1M +$6.45M +49,613 +14%
CAMG
654
CWA Asset Management Group
Florida
$53.1M +$595K +4,579 +1%
YIA
655
YHB Investment Advisors
Connecticut
$53.1M -$763K -5,872 -1%
GC
656
Grimes & Company
Massachusetts
$52.6M -$44.3K -341 -0.1%
EIA
657
Edgemoor Investment Advisors
Maryland
$52.6M -$858K -6,602 -2%
SDH
658
Sloy Dahl & Holst
Washington
$52.3M -$3.15M -24,254 -6%
ORI
659
Oak Ridge Investments
Illinois
$51.9M -$733K -5,644 -1%
RSWM
660
Robertson Stephens Wealth Management
California
$51.5M +$2.11M +16,259 +4%
LI
661
LMCG Investments
Massachusetts
$51.5M -$1.03M -7,945 -2%
IWM
662
IHT Wealth Management
Illinois
$51.2M -$2.27M -17,504 -4%
NP
663
NorthRock Partners
Minnesota
$51M -$969K -7,460 -2%
JIC
664
Joel Isaacson & Co
New York
$51M +$1.01M +7,755 +2%
CTI
665
Community Trust & Investment
Kentucky
$51M -$522K -4,017 -1%
FHA
666
First Horizon Advisors
Tennessee
$51M -$1.67M -12,816 -3%
BOTW
667
Bank of the West
California
$51M -$2.66M -20,451 -5%
FAIM
668
Financial Advocates Investment Management
Washington
$51M +$9.7M +74,652 +24%
RBA
669
Richard Bernstein Advisors
New York
$50.8M -$6.2M -47,694 -11%
BA
670
Birinyi Associates
Connecticut
$50.7M -$1.24M -9,554 -2%
WA
671
Wealth Alliance
New York
$50.6M -$1.28M -9,868 -2%
CF
672
Covea Finance
France
$50.4M -$1.08M -8,332 -2%
BS
673
Banco Santander
Spain
$50.4M +$1.04M +7,968 +2%
CAM
674
Carret Asset Management
New York
$50.3M -$1.24M -9,575 -2%
WG
675
Welch Group
Alabama
$50.3M +$785K +6,043 +2%