4,312 hedge funds and large institutions have $1.3T invested in Apple in 2022 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 1,686 increasing their positions, 2,189 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,312
Holders Change
+9
Holders Change %
+0.21%
% of All Funds
74.56%
Holding in Top 10
2,614
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+2.63%
% of All Funds
45.2%
New
133
Increased
1,686
Reduced
2,189
Closed
67
Calls
$34.8B
Puts
$40B
Net Calls
-$5.2B
Net Calls Change
-$595M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
1776
Roberts Wealth Advisors
California
$12.3M +$89.9K +618 +0.7%
KFA
1777
Kelleher Financial Advisors
New York
$12.3M -$723K -5,231 -6%
TCOO
1778
Trust Company of Oklahoma
Oklahoma
$12.2M -$308K -2,232 -2%
WIC
1779
Willis Investment Counsel
Georgia
$12.2M -$1.71M -12,371 -12%
BCM
1780
Blume Capital Management
California
$12.2M -$1.5M -10,831 -11%
FAG
1781
Financial Advisory Group
Texas
$12.2M +$307K +2,222 +3%
PFA
1782
Pure Financial Advisors
California
$12.1M +$379K +2,745 +3%
CAC
1783
Certified Advisory Corp
Florida
$12.1M +$486K +3,519 +4%
BWL
1784
Bogart Wealth LLC
Virginia
$12.1M +$1.49M +10,770 +14%
UCMOK
1785
United Capital Management of KS
Kansas
$12.1M -$80.7K -584 -0.7%
PP
1786
Pegasus Partners
Wisconsin
$12.1M -$182K -1,316 -1%
GAMH
1787
Greenwoods Asset Management (HK)
Hong Kong
$12.1M
CFMC
1788
Curbstone Financial Management Corp
New Hampshire
$12.1M -$122K -882 -1%
AWS
1789
AJ Wealth Strategies
New York
$12M +$80.6K +583 +0.7%
GWANC
1790
Guardian Wealth Advisors (North Carolina)
North Carolina
$12M -$139K -1,003 -1%
CCM
1791
Canal Capital Management
Virginia
$12M +$319K +2,311 +3%
CA
1792
CV Advisors
Florida
$12M +$4.9M +35,458 +69%
LD
1793
Lipe & Dalton
New York
$12M +$117K +847 +1%
SHFA
1794
SS&H Financial Advisors
Michigan
$12M -$1.01M -7,335 -8%
HCA
1795
Harbour Capital Advisors
Virginia
$12M -$133K -950 -1%
IRAG
1796
Investment Research & Advisory Group
Georgia
$11.9M -$5.67K -41 -0%
LCM
1797
Leisure Capital Management
California
$11.9M +$137K +993 +1%
FIM
1798
Freedom Investment Management
Connecticut
$11.9M -$1.29M -9,308 -10%
PCS
1799
Personal CFO Solutions
New Jersey
$11.8M -$230K -1,663 -2%
FNC
1800
First National Corp
Massachusetts
$11.8M +$23.8K +172 +0.2%