4,355 hedge funds and large institutions have $1.7T invested in Apple in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 1,676 increasing their positions, 2,270 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,355
Holders Change
-10
Holders Change %
-0.23%
% of All Funds
68.92%
Holding in Top 10
2,723
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+0.33%
% of All Funds
43.09%
New
152
Increased
1,676
Reduced
2,270
Closed
105
Calls
$39.9B
Puts
$47.7B
Net Calls
-$7.8B
Net Calls Change
+$5.94B
Name Holding Trade Value Shares
Change
Shares
Change %
OFG
1526
Oxford Financial Group
Indiana
$20.6M -$1.58M -9,029 -7%
BB
1527
Berkshire Bank
Massachusetts
$20.5M -$1.74M -9,970 -8%
MSFS
1528
Main Street Financial Solutions
Pennsylvania
$20.5M -$39.6K -227 -0.2%
TC
1529
Tsai Capital
New York
$20.5M -$2.02M -11,582 -9%
MCG
1530
McCollum Christoferson Group
New York
$20.5M -$552K -3,163 -3%
VV
1531
Verity & Verity
South Carolina
$20.5M +$223K +1,277 +1%
CWM
1532
Concentrum Wealth Management
California
$20.4M +$160K +915 +0.8%
BRA
1533
Biechele Royce Advisors
Indiana
$20.4M -$288K -1,650 -1%
FM
1534
Family Management
New York
$20.3M +$790K +4,527 +4%
DG
1535
DMC Group
Alabama
$20.3M -$1.12M -6,942 -5%
AAA
1536
Adams Asset Advisors
Texas
$20.3M +$1.5M +8,568 +8%
BMWM
1537
Brown Miller Wealth Management
Virginia
$20.3M +$944K +5,405 +5%
SAM
1538
Synergy Asset Management
Washington
$20.2M +$1.22M +6,973 +6%
SWIG
1539
Strategic Wealth Investment Group
Kentucky
$20.2M +$1.7M +9,737 +9%
BOPW
1540
Brandywine Oak Private Wealth
Pennsylvania
$20.2M +$155K +889 +0.8%
OHIS
1541
Oak Harvest Investment Services
Texas
$20.2M +$1.38M +7,913 +7%
PAM
1542
Premier Asset Management
Illinois
$20.2M -$14.2M -81,378 -41%
CGA
1543
Crescent Grove Advisors
Illinois
$20.2M -$507K -2,905 -2%
NAMM
1544
NorthStar Asset Management (Massachusetts)
Massachusetts
$20.2M -$409K -2,340 -2%
MP
1545
McDonald Partners
Ohio
$20.2M +$20.2M +115,491 +607,847%
CPIA
1546
Cornell Pochily Investment Advisors
New York
$20.2M -$2.32M -13,315 -10%
9WM
1547
9258 Wealth Management
Ohio
$20.1M -$171K -982 -0.8%
CCMW
1548
Cypress Capital Management (Wyoming)
Wyoming
$20.1M -$122K -699 -0.6%
RPWA
1549
Regent Peak Wealth Advisors
Georgia
$20.1M +$416K +2,381 +2%
EIM
1550
Essex Investment Management
Massachusetts
$20.1M -$463K -2,650 -2%