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 %
NC
1701
NBW Capital
Massachusetts
$12.7M +$172K +1,326 +1%
MA
1702
MCF Advisors
Kentucky
$12.6M +$59.9K +461 +0.5%
SWIM
1703
Smallwood Wealth Investment Management
New Jersey
$12.6M -$25.6K -197 -0.2%
TC
1704
Tsai Capital
New York
$12.6M -$529K -4,073 -4%
FSC
1705
Full Sail Capital
Oklahoma
$12.6M -$131K -1,012 -1%
FLII
1706
First Long Island Investors
New York
$12.6M
KA
1707
Kercheville Advisors
Texas
$12.6M +$12.6M +96,819 New
RW
1708
RVW Wealth
California
$12.6M +$130K +1,001 +1%
SFP
1709
Shepherd Financial Partners
Massachusetts
$12.5M +$31.4K +242 +0.3%
FI
1710
Financial Insights
Washington
$12.5M +$1,000K +7,695 +9%
MJP
1711
Michael J. Puzo
$12.5M -$430K -3,306 -3%
CHA
1712
Carmichael Hill & Associates
Maryland
$12.5M -$27.4K -211 -0.2%
KTC
1713
Kistler-Tiffany Companies
Pennsylvania
$12.5M -$1.09M -8,405 -8%
AIM
1714
Alphinity Investment Management
Australia
$12.5M +$112K +860 +0.9%
WRPWM
1715
Werba Rubin Papier Wealth Management
California
$12.5M +$12.5M +95,857 New
RDWM
1716
Red Door Wealth Management
Tennessee
$12.4M -$553K -4,257 -4%
NCM
1717
Neumann Capital Management
California
$12.4M -$164K -1,260 -1%
WE
1718
Wealth Effects
Massachusetts
$12.4M -$2.38M -18,344 -16%
ODG
1719
O'Dell Group
Ohio
$12.4M +$30K +231 +0.2%
TFA
1720
Toth Financial Advisory
Virginia
$12.3M -$133K -1,026 -1%
AWM
1721
Aries Wealth Management
Maine
$12.3M +$149K +1,147 +1%
BWM
1722
BNC Wealth Management
Oregon
$12.3M -$283K -2,176 -2%
MWM
1723
Mattern Wealth Management
Kansas
$12.3M +$1.46M +11,274 +14%
HIC
1724
Holderness Investments Company
North Carolina
$12.3M -$702K -5,400 -5%
MA
1725
MJP Associates
Connecticut
$12.3M +$118K +907 +1%