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Apple
AAPL

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.37B
2
CSA
Cottage Street Advisors
Massachusetts
+$2.57B
3
Barclays
Barclays
United Kingdom
+$1.53B
4
HHII
H&H International Investment
California
+$1.49B
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.31B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$5.18B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.86B
3
Bank of America
Bank of America
North Carolina
-$2.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.54B
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$850M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
1126
Simplicity Solutions
Minnesota
$24M +$2.25M +17,336 +10%
CAM
1127
Close Asset Management
United Kingdom
$23.9M -$3.75M -28,882 -14%
CAC
1128
Core Alternative Capital
Georgia
$23.9M +$3.03M +23,303 +15%
HPG
1129
Harvest Portfolios Group
Ontario, Canada
$23.9M +$23.9M +183,682 New
TA
1130
TruWealth Advisors
Louisiana
$23.8M +$383K +2,947 +2%
CCM
1131
Campbell Capital Management
Florida
$23.8M -$164K -1,260 -0.7%
TTWM
1132
TCV Trust & Wealth Management
Virginia
$23.8M -$374K -2,879 -2%
OWA
1133
One Wealth Advisors
California
$23.7M +$81.2K +625 +0.3%
CC
1134
Cadinha & Co
Hawaii
$23.7M -$625K -4,808 -3%
PPW
1135
Parcion Private Wealth
Washington
$23.7M -$10.3M -79,262 -30%
BC
1136
Belmont Capital
California
$23.6M +$273K +2,100 +1%
RIA
1137
Realta Investment Advisors
Delaware
$23.6M +$234K +1,804 +1%
TCM
1138
Thames Capital Management
New Jersey
$23.6M – – –
LMKC
1139
L.M. Kohn & Company
Ohio
$23.6M -$351K -2,701 -1%
JAG
1140
Journey Advisory Group
Kentucky
$23.6M +$809K +6,227 +4%
CAL
1141
Capital Analysts LLC
Pennsylvania
$23.5M -$125K -961 -0.5%
ACM
1142
Aquatic Capital Management
Illinois
$23.4M +$22.9M +176,600 +4,647%
SCA
1143
Sage Capital Advisors
South Dakota
$23.4M +$810K +6,235 +4%
BDWCC
1144
B&D White Capital Company
Texas
$23.4M +$10.9M +84,244 +88%
NGA
1145
Naples Global Advisors
Florida
$23.4M -$314K -2,415 -1%
AHC
1146
Anderson Hoagland & Co
Missouri
$23.4M +$21.9K +162 +0.1%
HAIM
1147
Hunter Associates Investment Management
Pennsylvania
$23.3M -$1.2M -9,219 -5%
AF
1148
Alerus Financial
North Dakota
$23.3M -$227K -1,746 -1%
LWM
1149
Lyell Wealth Management
California
$23.3M -$962K -7,405 -4%
CCFCSB
1150
Cape Cod Five Cents Savings Bank
Massachusetts
$23.3M -$970K -7,466 -4%
44 45
46
47 48