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 %
AAS
1026
Annex Advisory Services
Wisconsin
$29.3M +$397K +2,870 +1%
LWM
1027
Laidlaw Wealth Management
New York
$29.2M -$1.85M -13,362 -6%
MHS
1028
M Holdings Securities
Oregon
$29.1M -$827K -5,983 -3%
VWA
1029
Visionary Wealth Advisors
Illinois
$29.1M -$40.6K -294 -0.1%
NCM
1030
Novare Capital Management
North Carolina
$29.1M +$81.1K +587 +0.3%
AAIM
1031
American Assets Investment Management
California
$29M
TAM
1032
Todd Asset Management
Kentucky
$29M -$4.27M -30,884 -13%
LSAG
1033
Lake Street Advisors Group
New Hampshire
$29M +$500K +3,619 +2%
RSVP
1034
Ramsay Stattman Vela & Price
Colorado
$28.9M -$1.15M -8,347 -4%
KA
1035
Kovack Advisors
Florida
$28.9M -$2.38M -17,256 -8%
PFS
1036
Physicians Financial Services
North Carolina
$28.8M -$1.4M -10,142 -5%
JWM
1037
JGP Wealth Management
Oregon
$28.8M +$434K +3,098 +2%
KLWA
1038
Kelly Lawrence W & Associates
California
$28.7M +$341K +2,470 +1%
AWA
1039
Arkadios Wealth Advisors
Georgia
$28.7M +$2.9M +20,949 +11%
OPS
1040
Orion Portfolio Solutions
Nebraska
$28.7M +$1.03M +7,445 +4%
DAM
1041
Draper Asset Management
New York
$28.6M +$175K +1,264 +0.6%
BCP
1042
Blue Chip Partners
Michigan
$28.5M +$275K +1,987 +1%
JA
1043
JLB & Associates
Michigan
$28.5M -$198K -1,430 -0.7%
SWA
1044
SFMG Wealth Advisors
Texas
$28.4M -$53.5K -387 -0.2%
WFA
1045
Wipfli Financial Advisors
Wisconsin
$28.4M +$28M +202,575 +6,719%
AF
1046
Apexium Financial
Texas
$28.4M +$13.4M +96,679 +89%
AW
1047
ACG Wealth
Georgia
$28.3M -$613K -4,437 -2%
GAG
1048
GM Advisory Group
New York
$28.3M -$856K -6,191 -3%
MCM
1049
Mitchell Capital Management
Kansas
$28.3M +$114K +826 +0.4%
RCAMU
1050
Rothschild & Co Asset Management US
Connecticut
$28.3M +$478K +3,461 +2%