4,312 hedge funds and large institutions have $1.3T invested in Apple in 2022 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 1,686 increasing their positions, 2,189 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,312
Holders Change
+9
Holders Change %
+0.21%
% of All Funds
74.56%
Holding in Top 10
2,614
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+2.63%
% of All Funds
45.2%
New
133
Increased
1,686
Reduced
2,189
Closed
67
Calls
$34.8B
Puts
$40B
Net Calls
-$5.2B
Net Calls Change
-$595M
Name Holding Trade Value Shares
Change
Shares
Change %
SMC
1301
Smith, Moore & Co
Missouri
$20.5M +$128K +927 +0.6%
BS
1302
Boenning & Scattergood
Pennsylvania
$20.4M -$2.03M -14,685 -9%
DBT
1303
Dubuque Bank & Trust
Iowa
$20.4M -$1.5M -10,887 -7%
MIM
1304
Morningstar Investment Management
Illinois
$20.3M
MC
1305
Montag & Caldwell
Georgia
$20.3M -$810K -5,864 -4%
RCAG
1306
Rehmann Capital Advisory Group
Michigan
$20.3M +$639K +4,627 +3%
JWA
1307
JFS Wealth Advisors
Pennsylvania
$20.2M +$803K +5,811 +4%
SFG
1308
SevenBridge Financial Group
Pennsylvania
$20.2M +$21.6K +156 +0.1%
WAS
1309
Winch Advisory Services
Wisconsin
$20.2M -$281K -2,033 -1%
VAS
1310
Vestmark Advisory Solutions
Massachusetts
$20.1M +$2.61M +18,914 +15%
FC
1311
Fulcrum Capital
Washington
$20.1M -$727K -5,257 -3%
FMAEN1
1312
Fund Management at Engine No 1
California
$20.1M -$1.38M -10,000 -6%
CA
1313
Cornerstone Advisory
Maryland
$20.1M -$112K -811 -0.6%
MWM
1314
Madison Wealth Management
Ohio
$20M -$469K -3,393 -2%
WPP
1315
Whalerock Point Partners
Rhode Island
$20M +$81K +586 +0.4%
SB
1316
Strategic Blueprint
Georgia
$20M -$551K -3,986 -3%
AWP
1317
Ascent Wealth Partners
New York
$20M -$584K -4,223 -3%
BWM
1318
BerganKDV Wealth Management
Minnesota
$20M +$157K +1,139 +0.8%
HVIA
1319
Hudson Valley Investment Advisors
New York
$20M +$878K +6,350 +5%
NAM
1320
NTV Asset Management
West Virginia
$20M -$135K -974 -0.7%
MCC
1321
Money Concepts Capital
Florida
$20M +$2.1M +15,230 +12%
BTWM
1322
Baker Tilly Wealth Management
Wisconsin
$19.9M -$499K -3,610 -2%
KHLMVGHM
1323
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$19.9M
ACM
1324
Ardent Capital Management
Ohio
$19.9M +$22.8K +165 +0.1%
LA
1325
LVW Advisors
New York
$19.9M -$260K -1,884 -1%