4,312 hedge funds and large institutions have $1.3T invested in Apple in 2022 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 1,686 increasing their positions, 2,189 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,312
Holders Change
+9
Holders Change %
+0.21%
% of All Funds
74.56%
Holding in Top 10
2,614
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+2.63%
% of All Funds
45.2%
New
133
Increased
1,686
Reduced
2,189
Closed
67
Calls
$34.8B
Puts
$40B
Net Calls
-$5.2B
Net Calls Change
-$595M
Name Holding Trade Value Shares
Change
Shares
Change %
BFIC
1001
Bedell Frazier Investment Counselling
California
$30.4M +$4.94M +35,737 +19%
FF
1002
FourThought Financial
Florida
$30.3M +$1.86M +13,480 +7%
PDM
1003
Penn Davis McFarland
Texas
$30.2M +$262K +1,893 +0.9%
AWAG
1004
ARS Wealth Advisors Group
Florida
$30.1M +$986K +7,138 +3%
STA
1005
Summit Trail Advisors
New York
$29.9M +$794K +5,747 +3%
GAB
1006
German American Bancorp
Indiana
$29.9M +$1.38M +10,012 +5%
AWA
1007
Arete Wealth Advisors
Illinois
$29.9M +$9.4M +68,000 +46%
AT
1008
Arvest Trust
Oklahoma
$29.8M -$291K -2,107 -1%
VIP
1009
Vantage Investment Partners
Missouri
$29.8M -$35.5M -257,021 -54%
CANC
1010
Culbertson A N & Co
Virginia
$29.7M -$619K -4,478 -2%
WP
1011
WealthSource Partners
California
$29.7M -$2.46M -17,826 -8%
AWA
1012
Aaron Wealth Advisors
Illinois
$29.7M +$6.98M +50,532 +31%
BP
1013
BBR Partners
New York
$29.6M -$6.14M -44,432 -17%
UBV
1014
United Bank (Virginia)
Virginia
$29.6M -$1.21M -8,781 -4%
SRC
1015
Shufro Rose & Co
New York
$29.6M -$790K -5,715 -3%
JPMIA
1016
J.P. Marvel Investment Advisors
Massachusetts
$29.6M -$83.5K -604 -0.3%
KFGK
1017
Keystone Financial Group (Kentucky)
Kentucky
$29.5M -$413K -2,989 -1%
BFC
1018
Blue Fin Capital
Rhode Island
$29.4M -$201K -1,455 -0.7%
CAM
1019
Close Asset Management
United Kingdom
$29.4M -$4.69M -33,932 -14%
CGL
1020
Clarius Group LLC
Washington
$29.4M -$401K -2,905 -1%
BWM
1021
Buckley Wealth Management
Nevada
$29.4M -$3.45M -24,979 -11%
Wealth Enhancement Advisory Services
1022
Wealth Enhancement Advisory Services
Minnesota
$29.4M -$5.84M -41,729 -17%
RP
1023
Rice Partnership
Hawaii
$29.3M +$3.64M +26,304 +14%
KJHP
1024
K.J. Harrison & Partners
Ontario, Canada
$29.3M +$2.71M +19,613 +10%
SPC
1025
Stewart & Patten Company
California
$29.3M -$66.6K -482 -0.2%