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 %
HC
1601
Hendley & Co
Ohio
$13.9M -$30.5K -235 -0.2%
AR
1602
Advisory Research
Illinois
$13.9M -$449K -3,457 -3%
HW
1603
Hamilton Wealth
California
$13.9M +$1.24M +9,513 +10%
ESB
1604
Essex Savings Bank
Connecticut
$13.8M -$412K -3,171 -3%
SAG
1605
SageView Advisory Group
California
$13.8M +$13.8M +106,443 New
NG
1606
NatWest Group
United Kingdom
$13.8M -$859K -6,611 -6%
PMFA
1607
Plante Moran Financial Advisors
Michigan
$13.8M +$804K +6,186 +6%
RRCM
1608
Rappaport Reiches Capital Management
Illinois
$13.8M -$57.7K -444 -0.4%
BFA
1609
Benedict Financial Advisors
Georgia
$13.8M -$307K -2,366 -2%
SW
1610
SkyOak Wealth
Michigan
$13.8M -$307K -2,362 -2%
VW
1611
Vantage Wealth
California
$13.8M -$492K -3,784 -3%
FFWA
1612
FRG Family Wealth Advisors
Washington
$13.8M -$190K -1,459 -1%
CPA
1613
Capital Planning Advisors
California
$13.8M +$146K +1,123 +1%
WC
1614
Westhampton Capital
North Carolina
$13.7M -$111K -857 -0.8%
BONH
1615
Bank of New Hampshire
New Hampshire
$13.7M -$353K -2,714 -3%
HA
1616
Hamel Associates
New Jersey
$13.7M -$158K -1,215 -1%
MCP
1617
Mirador Capital Partners
California
$13.7M -$2.2M -16,965 -14%
WAS
1618
WESPAC Advisors SoCal
California
$13.7M +$102K +785 +0.8%
CA
1619
Claro Advisors
Massachusetts
$13.7M +$611K +4,702 +5%
TWA
1620
TCI Wealth Advisors
Arizona
$13.6M +$151K +1,162 +1%
NM
1621
NWI Management
New York
$13.6M +$910K +7,000 +7%
CBT
1622
Central Bank & Trust
Kentucky
$13.6M +$167K +1,286 +1%
JEST
1623
JTC Employer Solutions Trustee
Jersey
$13.6M
NAMM
1624
NorthStar Asset Management (Massachusetts)
Massachusetts
$13.6M +$349K +2,686 +3%
PCMK
1625
Paragon Capital Management (Kansas)
Kansas
$13.6M -$140K -1,074 -1%