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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 %
ATN
801
AMF Tjänstepension
Sweden
$40.1M -$42.8M -329,246 -52%
WP
802
WMS Partners
Maryland
$40.1M -$1.24M -9,549 -3%
CSUI
803
Cincinnati Specialty Underwriters Insurance
Ohio
$40M – – –
MLFP
804
MPS Loria Financial Planners
Illinois
$40M -$369K -2,839 -0.9%
WA
805
Wealth Advisors
California
$39.9M -$113K -873 -0.3%
LG
806
LaFleur & Godfrey
Michigan
$39.9M -$1.48M -11,403 -4%
BBA
807
BLB&B Advisors
Pennsylvania
$39.7M -$847K -6,520 -2%
SC
808
SouthState Corp
Florida
$39.7M -$1.08M -8,280 -3%
CWP
809
CFM Wealth Partners
Texas
$39.7M -$248K -1,911 -0.6%
FFM
810
Forum Financial Management
Illinois
$39.7M +$224K +1,721 +0.6%
MLL
811
Moody Lynn & Lieberson
Massachusetts
$39.7M -$1.42M -10,958 -3%
TNB
812
Thomasville National Bank
Georgia
$39.6M +$200K +1,537 +0.5%
TG
813
TCW Group
California
$39.6M -$1.12M -8,605 -3%
RC
814
Roundview Capital
New Jersey
$39.6M +$54.1K +416 +0.1%
RCM
815
RB Capital Management
Nevada
$39.6M +$417K +3,212 +1%
VCM
816
Vigilant Capital Management
Maine
$39.4M +$691K +5,321 +2%
BST
817
Bath Savings Trust
Maine
$39.3M -$518K -3,986 -1%
ZIC
818
ZWJ Investment Counsel
Georgia
$39.3M -$94.7K -729 -0.2%
SC
819
Skylands Capital
Wisconsin
$39.2M -$166K -1,275 -0.4%
LRPA
820
L. Roy Papp & Associates
Arizona
$39.1M -$1.21M -9,296 -3%
SAA
821
Southeast Asset Advisors
Georgia
$39.1M -$141K -1,085 -0.4%
OPCM
822
Osborne Partners Capital Management
California
$39M +$319K +2,459 +0.8%
AAM
823
AR Asset Management
California
$38.8M -$1.3K -10 -0%
TSW
824
Thompson Siegel & Walmsley
Virginia
$38.8M +$1.39M +10,720 +4%
HWA
825
Heritage Wealth Advisors
Virginia
$38.7M +$863K +6,641 +2%
31 32
33
34 35