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 %
IRAG
1801
Investment Research & Advisory Group
Georgia
$11.2M -$26.8K -206 -0.2%
CCM
1802
Canal Capital Management
Virginia
$11.2M -$73.4K -565 -0.7%
LD
1803
Lipe & Dalton
New York
$11.2M -$82.5K -635 -0.7%
MTIM
1804
Marathon Trading Investment Management
Pennsylvania
$11.2M +$5.83M +44,906 +109%
BHPW
1805
Beverly Hills Private Wealth
California
$11.2M +$11.2M +85,952 New
FIM
1806
Freedom Investment Management
Connecticut
$11.2M +$3.9K +30 +0%
FAG
1807
Financial Advisory Group
Texas
$11.2M -$265K -2,036 -2%
OAC
1808
OMERS Administration Corp
Ontario, Canada
$11.1M -$588K -4,529 -5%
AGAM
1809
Avalon Global Asset Management
California
$11.1M -$585K -4,500 -5%
PAS
1810
Professional Advisory Services
Florida
$11.1M +$433K +3,329 +4%
WAS
1811
Wealth Advisory Solutions
Indiana
$11.1M +$3.93M +30,233 +55%
HWMA
1812
Heritage Wealth Management (Arizona)
Arizona
$11.1M +$5.68M +43,703 +105%
TIA
1813
Traphagen Investment Advisors
New Jersey
$11.1M +$10.4M +79,696 +1,474%
GWANC
1814
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.1M -$222K -1,711 -2%
LCM
1815
Leisure Capital Management
California
$11.1M -$117K -902 -1%
M2MC
1816
Matthew 25 Management Corp
Pennsylvania
$11M
CYG
1817
Clean Yield Group
Vermont
$11M +$407K +3,129 +4%
BBNB
1818
Baker Boyer National Bank
Washington
$11M -$1.62M -12,506 -13%
MA
1819
Mezzasalma Advisors
New Jersey
$11M +$636K +4,893 +6%
BFC
1820
Bedel Financial Consulting
Indiana
$11M +$16.8K +129 +0.2%
FCFC
1821
First Commonwealth Financial Corp
Pennsylvania
$10.9M -$50K -385 -0.5%
DE
1822
Day & Ennis
Georgia
$10.9M +$137K +1,052 +1%
CIG
1823
Consolidated Investment Group
Colorado
$10.9M -$1.98M -15,244 -15%
HI
1824
Humankind Investments
New York
$10.9M +$352K +2,708 +3%
FCMC
1825
Founders Capital Management (Connecticut)
Connecticut
$10.9M -$21.3K -164 -0.2%