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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 %
FMAEN1
1226
Fund Management at Engine No 1
California
$21.4M +$2.52M +19,358 +13%
FNBTCON
1227
First National Bank & Trust Co of Newtown
Pennsylvania
$21.3M -$98.7K -760 -0.5%
PJSIMP
1228
P.J. Schmidt Investment Management (PJS)
Wisconsin
$21.3M -$1.83M -14,056 -8%
GWS
1229
Glassman Wealth Services
Virginia
$21.3M +$39.2K +302 +0.2%
KAM
1230
Knightsbridge Asset Management
California
$21.2M +$199K +1,531 +0.9%
FM
1231
Freemont Management
Switzerland
$21.2M – – –
CW
1232
CreativeOne Wealth
Kansas
$21.2M +$397K +3,058 +2%
LFG
1233
Lazard Frères Gestion
France
$21.2M +$338K +2,611 +2%
FMTC
1234
Farmers & Merchants Trust Company
California
$21.1M -$548K -4,220 -3%
KCPG
1235
Kavar Capital Partners Group
Kansas
$21.1M +$103K +792 +0.5%
SFM
1236
Signet Financial Management
New Jersey
$21.1M -$314K -2,415 -1%
PIP
1237
Peachtree Investment Partners
Florida
$21.1M -$2.75M -21,171 -12%
VA
1238
Valmark Advisers
Ohio
$21.1M +$114K +879 +0.5%
CCB
1239
Country Club Bank
Missouri
$21M -$483K -3,720 -2%
SSA
1240
South Street Advisors
New York
$21M -$101K -775 -0.5%
OAM
1241
Oak Asset Management
California
$21M -$243K -1,873 -1%
SHGA
1242
Sand Hill Global Advisors
California
$21M +$519K +3,996 +3%
CCA
1243
Checchi Capital Advisers
California
$20.9M -$2.14M -16,505 -9%
AMBIA
1244
Allen Mooney & Barnes Investment Advisors
Georgia
$20.8M +$578K +4,450 +3%
HFM
1245
Harvest Fund Management
China
$20.8M +$721K +5,548 +4%
HCM
1246
Hutchinson Capital Management
California
$20.8M +$51.2K +394 +0.2%
DJSG
1247
D.J. St. Germain
Massachusetts
$20.8M +$3.66M +128,587 +21%
NIM
1248
Nicollet Investment Management
Minnesota
$20.7M -$4.05M -31,201 -16%
PO
1249
Private Ocean
California
$20.7M +$17.5M +134,979 +561%
Harris Associates
1250
Harris Associates
Illinois
$20.6M -$1.13M -8,675 -5%
48 49
50
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