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 %
UBV
1001
United Bank (Virginia)
Virginia
$28.2M +$393K +3,025 +1%
AAS
1002
Annex Advisory Services
Wisconsin
$28.2M +$681K +5,243 +2%
PDM
1003
Penn Davis McFarland
Texas
$28.2M -$183K -1,411 -0.6%
KA
1004
Klingman & Associates
New York
$28.1M -$805K -6,199 -3%
VIP
1005
Vantage Investment Partners
Missouri
$28.1M +$123K +945 +0.4%
WAM
1006
Winslow Asset Management
Ohio
$28.1M -$1.3M -9,990 -4%
AT
1007
Arvest Trust
Oklahoma
$28M -$61.6K -474 -0.2%
BFIC
1008
Bedell Frazier Investment Counselling
California
$28M -$583K -4,488 -2%
OPS
1009
Orion Portfolio Solutions
Nebraska
$27.9M +$935K +7,193 +3%
CANC
1010
Culbertson A N & Co
Virginia
$27.9M -$76.7K -590 -0.3%
NB
1011
NBT Bank
New York
$27.9M -$1.53M -11,812 -5%
FFP
1012
FourThought Financial Partners
Florida
$27.8M +$27.8M +213,873 New
SRC
1013
Shufro Rose & Co
New York
$27.7M -$70.9K -546 -0.3%
JPMIA
1014
J.P. Marvel Investment Advisors
Massachusetts
$27.7M -$73.3K -564 -0.3%
S
1015
Seeyond
France
$27.7M +$12.5M +96,413 +82%
LSV Asset Management
1016
LSV Asset Management
Illinois
$27.7M -$4.21M -32,400 -13%
KF
1017
Krilogy Financial
Missouri
$27.6M +$4.97M +38,242 +22%
SGK
1018
Steigerwald Gordon & Koch
Virginia
$27.6M +$1.91M +14,719 +7%
TAIM
1019
Te Ahumairangi Investment Management
New Zealand
$27.5M +$4.25M +32,748 +18%
VWA
1020
Visionary Wealth Advisors
Illinois
$27.5M +$163K +1,254 +0.6%
ACP
1021
Aviance Capital Partners
Florida
$27.5M -$7.72M -59,388 -22%
SPC
1022
Stewart & Patten Company
California
$27.5M -$97.1K -747 -0.4%
BCP
1023
Blue Chip Partners
Michigan
$27.5M +$641K +4,930 +2%
JWM
1024
Jackson Wealth Management
Florida
$27.4M -$4.72M -36,349 -15%
AAIM
1025
American Assets Investment Management
California
$27.3M