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 %
BTI
1201
Blue Trust Inc
Georgia
$22.2M +$4.03M +29,126 +22%
PAG
1202
Private Advisory Group
Washington
$22.1M -$934K -7,188 -4%
AP
1203
Americana Partners
Texas
$22.1M -$1.29M -9,814 -6%
MWA
1204
Monograph Wealth Advisors
California
$22.1M +$731K +5,623 +3%
WAP
1205
Wealthcare Advisory Partners
Pennsylvania
$22M +$919K +7,076 +4%
SAM
1206
Smithbridge Asset Management
Pennsylvania
$22M +$10.2M +78,204 +86%
NFG
1207
Nadler Financial Group
Illinois
$22M +$122K +941 +0.6%
WWM
1208
Westwood Wealth Management
California
$21.9M -$1.45M -11,162 -6%
PTC
1209
Private Trust Company
Ohio
$21.9M -$231K -1,776 -1%
CFA
1210
Capstone Financial Advisors
Illinois
$21.9M -$443K -3,409 -2%
TPWA
1211
TRUE Private Wealth Advisors
Oregon
$21.9M -$320K -2,462 -1%
NG
1212
Northstar Group
New York
$21.9M -$57.9K -446 -0.3%
PCM
1213
Princeton Capital Management
New Jersey
$21.9M -$874K -6,728 -4%
ZIG
1214
Zullo Investment Group
Pennsylvania
$21.8M -$65.4K -503 -0.3%
CWM
1215
Cabot Wealth Management
Massachusetts
$21.8M -$2.12M -16,327 -9%
CA
1216
Continuum Advisory
Idaho
$21.8M -$3.13M -28,201 -13%
TAM
1217
Todd Asset Management
Kentucky
$21.7M -$5.63M -43,334 -21%
SVCP
1218
Silicon Valley Capital Partners
California
$21.6M -$4.52M -34,816 -17%
WAG
1219
Winthrop Advisory Group
Massachusetts
$21.6M +$67.8K +522 +0.3%
KC
1220
Knuff & Co
California
$21.5M +$31.4K +242 +0.1%
IIA
1221
IPG Investment Advisors
California
$21.5M -$1.11M -8,565 -5%
B
1222
BetterWealth
California
$21.5M -$66.4K -511 -0.3%
AC
1223
Addenda Capital
Quebec, Canada
$21.5M -$920K -7,082 -4%
DI
1224
DFPG Investments
Utah
$21.5M +$6.35M +47,533 +42%
SFG
1225
SNS Financial Group
Minnesota
$21.5M -$35.6K -274 -0.2%