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 %
RSVP
1026
Ramsay Stattman Vela & Price
Colorado
$27.3M +$63.9K +492 +0.2%
NCM
1027
Novare Capital Management
North Carolina
$27.2M -$112K -862 -0.4%
MHS
1028
M Holdings Securities
Oregon
$27.2M -$184K -1,419 -0.7%
PFS
1029
Physicians Financial Services
North Carolina
$27.1M +$41.1K +316 +0.2%
CGL
1030
Clarius Group LLC
Washington
$27.1M -$544K -4,183 -2%
CCWM
1031
Cassaday & Co Wealth Management
Virginia
$27.1M +$27.1M +208,410 New
BFC
1032
Blue Fin Capital
Rhode Island
$27M -$633K -4,869 -2%
LSAG
1033
Lake Street Advisors Group
New Hampshire
$27M -$213K -1,636 -0.8%
WA
1034
WestEnd Advisors
North Carolina
$27M -$2.27M -17,461 -8%
DAM
1035
Draper Asset Management
New York
$27M +$114K +880 +0.4%
BWM
1036
Buckley Wealth Management
Nevada
$26.9M -$675K -5,196 -2%
AF
1037
Apexium Financial
Texas
$26.9M +$257K +1,976 +1%
GAB
1038
German American Bancorp
Indiana
$26.8M -$1.3M -9,990 -5%
VCA
1039
Verdence Capital Advisors
Maryland
$26.8M +$522K +4,016 +2%
EVM
1040
Evelyn V. Moreno
$26.8M +$13.1M +100,542 +95%
CFS
1041
CRA Financial Services
New Jersey
$26.7M +$881K +6,783 +3%
LWM
1042
Laidlaw Wealth Management
New York
$26.7M -$747K -5,747 -3%
KFGK
1043
Keystone Financial Group (Kentucky)
Kentucky
$26.7M -$1.03M -7,915 -4%
JWM
1044
JGP Wealth Management
Oregon
$26.7M +$1.17K +9 +0%
AWM
1045
Avitas Wealth Management
California
$26.7M +$5.21M +40,091 +24%
LF
1046
Lannebo Fonder
Sweden
$26.6M -$1.95M -15,000 -7%
DP
1047
Dundas Partners
United Kingdom
$26.6M +$453K +3,489 +2%
GAG
1048
GM Advisory Group
New York
$26.6M -$77.7K -598 -0.3%
HCM
1049
Hilton Capital Management
New York
$26.6M
GAM
1050
Griffin Asset Management
New York
$26.6M +$244K +1,876 +0.9%