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 %
S
1876
Surevest
California
$11M +$1.19M +8,629 +12%
FMI
1877
F/M Investments
District of Columbia
$10.9M -$1.87M -13,500 -15%
TGCMU
1878
Titan Global Capital Management USA
New York
$10.9M -$277K -2,004 -2%
Bank of Montreal
1879
Bank of Montreal
Ontario, Canada
$10.9M -$3.39M -6,789,527 -24%
MTWM
1880
Masso Torrence Wealth Management
New Jersey
$10.9M +$95.1K +688 +0.9%
RFWA
1881
RPg Family Wealth Advisory
Massachusetts
$10.9M -$22.3K -142 -0.2%
EI
1882
Ellevest Inc
New York
$10.9M +$1.02M +7,396 +10%
RB
1883
Richmond Brothers
Michigan
$10.9M -$440K -3,186 -4%
AIM
1884
Acropolis Investment Management
Missouri
$10.9M -$94.8K -686 -0.9%
SFA
1885
Souders Financial Advisors
Ohio
$10.9M -$1.37M -9,910 -11%
MCA
1886
Morris Capital Advisors
Pennsylvania
$10.9M -$136K -985 -1%
ACG
1887
Allen Capital Group
Nebraska
$10.9M +$230K +1,663 +2%
PFGIA
1888
Patriot Financial Group Insurance Agency
Massachusetts
$10.9M -$84.3K -610 -0.8%
CTFG
1889
Capstone Triton Financial Group
Oklahoma
$10.9M -$138K -1,000 -1%
ACM
1890
Alpha Capital Management
Texas
$10.9M -$26.1K -189 -0.2%
KLCM
1891
KG&L Capital Management
Louisiana
$10.9M -$774K -5,599 -7%
Financial Engines Advisors
1892
Financial Engines Advisors
California
$10.8M -$398K -2,877 -4%
HNW
1893
High Note Wealth
Minnesota
$10.8M +$53.4K +369 +0.5%
NIP
1894
Nicholas Investment Partners
California
$10.8M +$1.69M +12,203 +18%
MC
1895
Mathes Company
New York
$10.8M -$249K -1,805 -2%
CWM
1896
Centric Wealth Management
Illinois
$10.8M -$216K -1,561 -2%
CCM
1897
Consolidated Capital Management
California
$10.8M -$1.33M -9,638 -11%
VF
1898
Virtu Financial
New York
$10.7M +$9.46M +68,418 +744%
HCM
1899
Horiko Capital Management
New York
$10.7M +$359K +2,597 +3%
SIP
1900
Stoneridge Investment Partners
Pennsylvania
$10.7M -$833K -6,030 -7%