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 %
FFG
1651
Frisch Financial Group
New York
$13.3M +$676K +5,204 +5%
AM
1652
Atwater Malick
Pennsylvania
$13.3M +$220K +1,696 +2%
BWP
1653
BSW Wealth Partners
Colorado
$13.3M -$77K -593 -0.6%
GD
1654
Grandfield & Dodd
New York
$13.3M -$44K -339 -0.3%
GIA
1655
Guyasuta Investment Advisors
Pennsylvania
$13.3M +$235K +1,810 +2%
LCM
1656
Liberty Capital Management
Michigan
$13.3M -$372K -2,860 -3%
PWM
1657
Paulson Wealth Management
Illinois
$13.3M +$47.6K +366 +0.4%
WC
1658
Weil Company
California
$13.3M -$189K -1,457 -1%
MSS
1659
Mitchell Sinkler & Starr
Pennsylvania
$13.3M +$439K +3,375 +3%
LG
1660
Leuthold Group
Minnesota
$13.3M -$311K -2,393 -2%
CAM
1661
Crake Asset Management
United Kingdom
$13.3M -$1.82M -14,000 -12%
WKWM
1662
Walter & Keenan Wealth Management
Indiana
$13.2M -$310K -2,383 -2%
SCM
1663
SOL Capital Management
Maryland
$13.2M +$171K +1,315 +1%
GAM
1664
Grandview Asset Management
Pennsylvania
$13.2M -$61.1K -470 -0.5%
CC
1665
Callan Capital
California
$13.2M +$2.11M +16,228 +19%
AMG
1666
Asset Management Group
Connecticut
$13.2M -$41.3K -318 -0.3%
PCTC
1667
Perkins Coie Trust Company
Washington
$13.1M -$60K -462 -0.5%
ADL
1668
Asset Dedication LLC
California
$13.1M -$146K -1,120 -1%
RLIM
1669
Red Lighthouse Investment Management
New York
$13.1M +$13.1M +100,927 New
HWM
1670
HFR Wealth Management
New York
$13.1M +$2.6K +20 +0%
PG
1671
Patten Group
Tennessee
$13.1M -$591K -4,547 -4%
MFA
1672
Mayflower Financial Advisors
Massachusetts
$13.1M +$547K +4,402 +4%
SMFG
1673
Sumitomo Mitsui Financial Group
Japan
$13.1M -$813K -6,260 -6%
TCOO
1674
Trust Company of Oklahoma
Oklahoma
$13.1M +$1.55M +11,902 +13%
BWL
1675
Bogart Wealth LLC
Virginia
$13M +$1.63M +12,512 +14%