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 %
PIA
1301
Perennial Investment Advisors
California
$19.3M -$950K -7,309 -5%
BWA
1302
Bordeaux Wealth Advisors
California
$19.3M +$1.38M +10,649 +8%
AMM
1303
American Money Management
California
$19.3M -$175K -1,346 -0.9%
CPO
1304
Cerity Partners OCIO
New York
$19.2M +$2.05M +15,788 +12%
SXL
1305
Summit X LLC
Missouri
$19.2M -$196K -1,435 -1%
SC
1306
Sepio Capital
Utah
$19.2M -$134K -1,028 -0.7%
SFG
1307
SevenBridge Financial Group
Pennsylvania
$19.1M +$175K +1,346 +0.9%
RCAG
1308
Rehmann Capital Advisory Group
Michigan
$19.1M +$96.4K +742 +0.5%
BTWM
1309
Baker Tilly Wealth Management
Wisconsin
$19.1M +$382K +2,940 +2%
IB
1310
Intrust Bank
Kansas
$19.1M -$170K -1,308 -0.9%
MIM
1311
Morningstar Investment Management
Illinois
$19.1M
CWM
1312
Chemistry Wealth Management
New York
$19.1M -$388K -2,988 -2%
WPP
1313
Whalerock Point Partners
Rhode Island
$19.1M +$214K +1,649 +1%
RP
1314
Rowlandmiller & Partners
Georgia
$19M -$185K -1,478 -1%
LPAM
1315
Lodestar Private Asset Management
California
$19M +$19M +146,350 New
FC
1316
Fulcrum Capital
Washington
$19M +$113K +872 +0.6%
CT
1317
Chicago Trust
Illinois
$19M -$2.01M -15,456 -10%
FRA
1318
Front Row Advisors
California
$19M -$2.32M -17,843 -11%
TCBWMS
1319
Texas Capital Bank Wealth Management Services
Texas
$19M -$698K -5,374 -4%
LBA
1320
Lowell Blake & Associates
Massachusetts
$18.9M +$1.83M +14,073 +11%
PA
1321
Procyon Advisors
Connecticut
$18.9M +$2.99M +23,042 +19%
UAS
1322
United Asset Strategies
New York
$18.9M +$315K +2,421 +2%
FA
1323
Fiduciary Alliance
South Carolina
$18.9M +$18.9M +145,135 New
PIMJS
1324
PKO Investment Management Joint-Stock
Poland
$18.8M +$8.45M +65,000 +81%
WA
1325
Waverly Advisors
Alabama
$18.8M +$1.15M +8,888 +7%