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 %
LWCA
1151
Locust Wood Capital Advisers
New York
$23.2M -$10.6M -81,690 -31%
VNA
1152
Valley National Advisers
Pennsylvania
$23.2M -$198K -1,481 -0.8%
MGI
1153
MayTech Global Investments
New York
$23.2M +$1.76M +13,549 +8%
MBTD
1154
Mechanics Bank - Trust Department
California
$23.1M -$47.4K -365 -0.2%
VWM
1155
Venturi Wealth Management
Texas
$23.1M +$1.54M +11,833 +7%
KJWM
1156
Kiley Juergens Wealth Management
Washington
$23.1M -$106K -817 -0.5%
HCM
1157
Howland Capital Management
Massachusetts
$23.1M -$33.1K -255 -0.1%
MIP
1158
Marietta Investment Partners
Wisconsin
$23.1M -$623K -4,798 -3%
GLLW
1159
Graves Light Lenhart Wealth
Virginia
$23M -$770K -5,927 -3%
GWP
1160
Gateway Wealth Partners
Wisconsin
$23M +$23M +177,382 New
C
1161
Certuity
Florida
$23M +$724K +5,573 +3%
HH
1162
Hilltop Holdings
Texas
$23M -$2.32M -17,848 -9%
KFS
1163
Kurt F. Somerville
$23M -$705K -5,423 -3%
ZF
1164
Zhang Financial
Michigan
$23M -$2.28M -17,522 -9%
TW
1165
TrinityPoint Wealth
Connecticut
$22.9M -$1.24M -9,554 -5%
CAG
1166
Csenge Advisory Group
Florida
$22.9M -$2.26M -17,416 -9%
HT
1167
HighTower Trust
Texas
$22.9M -$2.38M -18,918 -9%
KWA
1168
KCS Wealth Advisory
California
$22.8M -$571K -4,391 -2%
FNFDCM
1169
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$22.8M +$204K +1,561 +0.9%
PIM
1170
Penobscot Investment Management
Massachusetts
$22.8M -$900K -6,925 -4%
SBL
1171
Sargent Bickham Lagudis
Colorado
$22.8M -$166K -1,274 -0.7%
LCS
1172
Levin Capital Strategies
New York
$22.8M -$6.61M -50,850 -22%
HIP
1173
HUB Investment Partners
Texas
$22.8M +$6.86M +52,776 +43%
MWM
1174
Modera Wealth Management
New Jersey
$22.7M -$1.04M -7,981 -4%
HR
1175
Howe & Rusling
New York
$22.7M +$520K +4,001 +2%