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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 %
EWA
1526
EverSource Wealth Advisors
Alabama
$15.2M +$2.4M +18,436 +19%
PFA
1527
Pinnacle Family Advisors
Missouri
$15.1M -$271K -2,088 -2%
SSI
1528
Scott & Selber Inc
Texas
$15.1M -$5.72K -44 -0%
RPWA
1529
Regent Peak Wealth Advisors
Georgia
$15.1M -$43.5K -335 -0.3%
BMWM
1530
Brown Miller Wealth Management
Virginia
$15.1M +$42K +323 +0.3%
AAA
1531
Adams Asset Advisors
Texas
$15M -$12.5K -96 -0.1%
BBNA
1532
Bremer Bank National Association
Minnesota
$15M +$208K +1,601 +1%
LF
1533
Lee Financial
Texas
$15M -$63.4K -488 -0.4%
MWA
1534
Meridian Wealth Advisors
Texas
$15M -$346K -2,663 -2%
PCA
1535
Peddock Capital Advisors
Massachusetts
$15M -$433K -3,335 -3%
SAM
1536
Sabadell Asset Management
Spain
$14.8M -$6M -44,935 -29%
SAM
1537
Security Asset Management
New York
$14.8M -$79.8K -614 -0.5%
WIC
1538
Willis Investment Counsel
Georgia
$14.8M +$3.29M +25,331 +29%
B
1539
Bellecapital
Switzerland
$14.8M -$254K -1,953 -2%
EML
1540
Eos Management LP
New York
$14.8M – – –
BW
1541
Bison Wealth
Georgia
$14.7M -$807K -5,641 -5%
JCM
1542
Janney Capital Management
Pennsylvania
$14.7M +$764K +5,881 +5%
9WM
1543
9258 Wealth Management
Ohio
$14.7M -$426K -3,275 -3%
SP
1544
Sarasin & Partners
United Kingdom
$14.7M +$499K +3,843 +4%
KFA
1545
Kapstone Financial Advisors
Ohio
$14.7M +$14.7M +97,209 New
DGAM
1546
Desjardins Global Asset Management
Quebec, Canada
$14.6M -$1.62M -12,502 -10%
JC
1547
JB Capital
Connecticut
$14.6M +$609K +4,684 +4%
ECM
1548
EagleClaw Capital Management
Massachusetts
$14.6M -$634K -4,881 -4%
TA
1549
Tiedemann Advisors
New York
$14.6M +$304K +2,338 +2%
CD
1550
Chapin Davis
Maryland
$14.6M +$14.6M +112,159 New
60 61
62
63 64