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 %
PWMG
1426
Prestige Wealth Management Group
New Jersey
$16.9M +$2.73M +21,038 +19%
AFA
1427
Arlington Financial Advisors
California
$16.9M -$7.54K -58 -0%
DW
1428
Domani Wealth
Pennsylvania
$16.8M +$48.5K +373 +0.3%
FFA
1429
Founders Financial Alliance
North Carolina
$16.8M -$215K -1,653 -1%
CWM
1430
Concentrum Wealth Management
California
$16.7M -$104K -799 -0.6%
AAM
1431
Autus Asset Management
Arizona
$16.7M -$541K -4,165 -3%
CAM
1432
Covenant Asset Management
New Jersey
$16.7M -$204K -1,572 -1%
HCM
1433
Harvey Capital Management
Florida
$16.7M -$187K -1,442 -1%
PP
1434
PDS Planning
Ohio
$16.7M +$123K +947 +0.7%
RBC
1435
Romano Brothers & Co
Illinois
$16.7M -$68.9K -530 -0.4%
WA
1436
Wealth Architects
California
$16.6M -$695K -5,350 -4%
SMH
1437
Sanders Morris Harris
Texas
$16.6M -$389K -2,995 -2%
AIMC
1438
Alley Investment Management Company
Illinois
$16.6M -$8.06K -62 -0%
CCC
1439
Chelsea Counsel Company
California
$16.6M +$676K +5,206 +4%
CC
1440
Centiva Capital
New York
$16.6M +$10.5M +80,968 +173%
SWM
1441
Stockman Wealth Management
Montana
$16.6M +$533K +4,102 +3%
1W
1442
1776 Wealth
Georgia
$16.6M +$203K +1,569 +1%
JWCA
1443
J.W. Coons Advisors
Ohio
$16.5M +$30.4K +234 +0.2%
SG
1444
Stonnington Group
California
$16.5M -$717K -5,484 -4%
SWIG
1445
Strategic Wealth Investment Group
Kentucky
$16.5M +$1.53M +11,279 +10%
ECG
1446
Edge Capital Group
Georgia
$16.5M +$1.04M +8,036 +7%
CT
1447
Coastline Trust
Rhode Island
$16.5M -$926K -7,130 -5%
SGA
1448
Strategic Global Advisors
California
$16.5M -$310K -2,384 -2%
GFP
1449
Gryphon Financial Partners
Ohio
$16.5M -$169K -1,304 -1%
CWA
1450
Clarity Wealth Advisors
California
$16.5M -$102K -786 -0.6%