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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 %
BFIM
751
Beese Fulmer Investment Management
Ohio
$43.7M +$393K +3,021 +0.9%
LDB
752
Lee, Danner & Bass
Tennessee
$43.7M -$1.35M -10,394 -3%
GI
753
Gradient Investments
Minnesota
$43.7M -$325K -2,505 -0.7%
CA
754
Clearstead Advisors
Ohio
$43.7M +$600K +4,620 +1%
GC
755
Guardian Capital
Ontario, Canada
$43.6M -$748K -5,756 -2%
MMC
756
Mizuho Markets Cayman
Cayman Islands
$43.6M +$18M +138,606 +71%
Jones Financial Companies
757
Jones Financial Companies
Missouri
$43.4M +$714K +5,494 +2%
EAM
758
Eagle Asset Management
Florida
$43.3M -$2.59M -20,673 -6%
VC
759
Vestor Capital
Illinois
$43.3M -$12.6M -97,290 -23%
CIC
760
Crawford Investment Counsel
Georgia
$43.2M -$1M -7,701 -2%
PWAG
761
Polaris Wealth Advisory Group
California
$43.1M -$15.8M -118,188 -27%
AS
762
Altshuler Shaham
Israel
$43.1M +$8.28M +63,740 +24%
OC
763
Oakworth Capital
Alabama
$43M -$101K -780 -0.2%
AC
764
Avenir Corporation
Virginia
$42.9M +$34.7K +267 +0.1%
SCA
765
Stonebridge Capital Advisors
Minnesota
$42.8M +$117K +901 +0.3%
BFEC
766
Benjamin F. Edwards & Company
Missouri
$42.7M -$239K -1,838 -0.6%
WIM
767
Waverton Investment Management
United Kingdom
$42.7M -$50.6M -389,117 -54%
LNB
768
Ledyard National Bank
$42.6M -$992K -7,637 -2%
RIL
769
Rothschild Investment LLC
Illinois
$42.4M -$1.82M -14,024 -4%
MWM
770
Meridian Wealth Management
Kentucky
$42.4M -$222K -1,707 -0.5%
MA
771
Montag & Associates
Georgia
$42.4M -$3.21M -24,693 -7%
AIM
772
Allen Investment Management
New York
$42.2M +$18.2K +140 +0%
NEI
773
Northwest & Ethical Investments
Ontario, Canada
$42.2M +$5.42M +41,691 +15%
OWM
774
Opes Wealth Management
California
$42.2M -$219K -1,685 -0.5%
COLIM
775
City of London Investment Management
United Kingdom
$42.2M +$5.11M +39,359 +14%
29 30
31
32 33