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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 %
WDA
776
Wendell David Associates
New Hampshire
$42M -$172K -1,325 -0.4%
WANY
777
Wealthspire Advisors (New York)
New York
$42M +$3.46M +26,593 +9%
AWE
778
Avidian Wealth Enterprises
Texas
$41.9M +$4.43M +34,068 +12%
GAI
779
General American Investors
New York
$41.7M -$2.21M -17,000 -5%
USCWA
780
U.S. Capital Wealth Advisors
Texas
$41.7M +$397K +3,058 +1%
Pacer Advisors
781
Pacer Advisors
Pennsylvania
$41.6M -$7.96M -61,279 -16%
ECM
782
Evergreen Capital Management
Washington
$41.4M -$560K -4,309 -1%
SIMG
783
Sonora Investment Management Group
Arizona
$41.4M +$2.13M +16,405 +5%
CRC
784
Curi RMB Capital
Illinois
$41.3M -$5.88M -45,217 -12%
RF
785
Rollins Financial
Georgia
$41.3M -$1.23M -9,454 -3%
Wealth Enhancement Advisory Services
786
Wealth Enhancement Advisory Services
Minnesota
$41.2M +$11.2M +78,588 +37%
PAS
787
Park Avenue Securities
New York
$41.2M +$375K +2,883 +0.9%
CCG
788
Ceeto Capital Group
Florida
$41.2M -$388K -2,990 -0.9%
TFS
789
Thoroughbred Financial Services
Tennessee
$41M +$3.65M +28,057 +10%
SEIA
790
Signature Estate & Investment Advisors
California
$40.9M +$428K +3,292 +1%
IGGA
791
Iron Gate Global Advisors
Utah
$40.9M +$24.9K +190 +0.1%
AL
792
Aspiriant LLC
California
$40.8M -$435K -3,349 -1%
BFA
793
Beaumont Financial Advisors
Massachusetts
$40.7M -$3.87M -29,781 -9%
FB
794
Fulton Bank
Pennsylvania
$40.6M -$363K -2,796 -0.9%
MCC
795
Money Concepts Capital
Florida
$40.3M +$21.6M +165,978 +115%
MAM
796
Mastrapasqua Asset Management
Tennessee
$40.3M +$271K +2,089 +0.7%
JIP
797
Jaffetilchin Investment Partners
Florida
$40.2M -$3.37M -25,922 -8%
CC
798
Courier Capital
New York
$40.2M -$438K -3,369 -1%
VCM
799
Violich Capital Management
California
$40.1M -$184K -1,420 -0.5%
JC
800
Jacobs & Co
California
$40.1M +$1.45M +11,189 +4%
30 31
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