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Apple
AAPL

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.37B
2
CSA
Cottage Street Advisors
Massachusetts
+$2.57B
3
Barclays
Barclays
United Kingdom
+$1.53B
4
HHII
H&H International Investment
California
+$1.49B
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.31B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$5.18B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.86B
3
Bank of America
Bank of America
North Carolina
-$2.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.54B
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$850M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
1826
CX Institutional
Indiana
$10.9M +$548K +4,219 +5%
KC
1827
Kingfisher Capital
North Carolina
$10.9M +$22.5K +173 +0.2%
OSNBOA
1828
Old Second National Bank of Aurora
Illinois
$10.9M -$752K -5,785 -6%
DSC
1829
Duncker Streett & Co
Missouri
$10.8M -$1.26M -9,689 -10%
FC
1830
Financial Consulate
Maryland
$10.8M -$16.6K -128 -0.2%
WWA
1831
WCG Wealth Advisors
Nevada
$10.8M +$3.09M +23,794 +40%
MGWM
1832
Marks Group Wealth Management
Minnesota
$10.8M +$3.13M +24,127 +41%
APWM
1833
Argonautica Private Wealth Management
Massachusetts
$10.8M +$10.8M +83,063 New
HPWA
1834
Hall Private Wealth Advisors
North Carolina
$10.8M +$153K +1,177 +1%
BO
1835
Bank OZK
Arkansas
$10.8M -$223K -1,713 -2%
LWA
1836
Lineweaver Wealth Advisors
Ohio
$10.8M -$107K -827 -1%
GGI
1837
GPM Growth Investors
Michigan
$10.8M -$12.2K -94 -0.1%
RWA
1838
Roberts Wealth Advisors
California
$10.8M +$209K +1,674 +2%
LA
1839
Legacy Advisors
Pennsylvania
$10.8M +$1.05M +8,108 +11%
HCC
1840
Hirtle Callaghan & Co
Pennsylvania
$10.7M +$3.44M +26,478 +47%
CRIG
1841
Charter Research & Investment Group
Connecticut
$10.7M -$39.6K -305 -0.4%
BONST
1842
Bank of Nova Scotia Trust
Ontario, Canada
$10.7M +$23.1K +178 +0.2%
SCP
1843
Silverleafe Capital Partners
Tennessee
$10.7M -$836K -6,438 -7%
Financial Engines Advisors
1844
Financial Engines Advisors
California
$10.7M +$513K +3,950 +5%
IWA
1845
Intercontinental Wealth Advisors
Texas
$10.7M +$200K +1,541 +2%
PHS
1846
Pekin Hardy Strauss
Illinois
$10.7M -$1.47M -11,287 -12%
RZH
1847
Relyea Zuckerberg Hanson
Connecticut
$10.7M +$621K +4,780 +6%
PWA
1848
Physician Wealth Advisors
Utah
$10.7M -$34.2K -240 -0.3%
PCA
1849
Prosperity Capital Advisors
Ohio
$10.6M +$10.6M +81,918 New
WMA
1850
Wealth Management Associates
New Jersey
$10.6M +$50.2K +386 +0.5%
72 73
74
75 76