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 %
RCAMU
1076
Rothschild & Co Asset Management US
Connecticut
$25.7M -$871K -6,700 -3%
SAM
1077
SP Asset Management
California
$25.6M -$241K -1,852 -0.9%
IPW
1078
Invictus Private Wealth
Colorado
$25.5M +$25.5M +196,510 New
CB
1079
Cadence Bank
Mississippi
$25.5M -$246K -1,896 -1%
WTB
1080
Washington Trust Bank
Washington
$25.5M -$708K -5,448 -3%
MCM
1081
Mitchell Capital Management
Kansas
$25.4M -$1.19M -9,130 -4%
1SB
1082
1ST Source Bank
Indiana
$25.4M +$40.8K +314 +0.2%
MRCM
1083
M&R Capital Management
New Jersey
$25.4M -$550K -4,236 -2%
SC
1084
Saybrook Capital
North Carolina
$25.3M -$109K -840 -0.4%
EWM
1085
Elite Wealth Management
Washington
$25.3M -$409K -3,150 -2%
WI
1086
Wahed Invest
New York
$25.2M +$2.42M +18,637 +11%
LW
1087
Linscomb Wealth
Texas
$25.1M +$1.23M +9,466 +5%
EWM
1088
Executive Wealth Management
Michigan
$25.1M +$21.7M +166,758 +635%
WIM
1089
Wittenberg Investment Management
Massachusetts
$25M +$270K +2,080 +1%
WCMN
1090
Westchester Capital Management (Nebraska)
Nebraska
$24.9M -$251K -1,935 -1%
AWAG
1091
ARS Wealth Advisors Group
Florida
$24.9M -$3.45M -26,558 -12%
GBT
1092
Grove Bank & Trust
Florida
$24.9M -$568K -4,371 -2%
AWCI
1093
Alpine Woods Capital Investors
New York
$24.9M -$5.47M -42,115 -18%
FPAS
1094
Focus Partners Advisor Solutions
Missouri
$24.8M -$12.5M -96,019 -33%
DP
1095
DDD Partners
Washington
$24.8M -$4.41M -33,908 -15%
SAM
1096
SignalPoint Asset Management
Missouri
$24.8M +$1.35M +10,407 +6%
SQA
1097
Simon Quick Advisors
New Jersey
$24.8M +$2.56M +19,697 +12%
RWA
1098
Ropes Wealth Advisors
Massachusetts
$24.8M +$302K +2,321 +1%
FFBTD
1099
First Financial Bank - Trust Division
Ohio
$24.7M -$132K -1,018 -0.5%
GL
1100
Graypoint LLC
New York
$24.7M -$1.76M -13,521 -7%