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 %
MFWP
1876
Mosaic Family Wealth Partners
Missouri
$10.4M +$10.4M +80,057 New
TWM
1877
Tanager Wealth Management
United Kingdom
$10.4M +$1.31M +10,075 +14%
JSC
1878
Jackson Square Capital
California
$10.4M -$2.32M -17,878 -18%
FPCP
1879
Fort Point Capital Partners
California
$10.3M -$3.81M -29,337 -27%
QCIG
1880
Quad-Cities Investment Group
Iowa
$10.3M -$540K -4,153 -5%
MCM
1881
Mattern Capital Management
Colorado
$10.3M +$429K +3,301 +4%
VC
1882
Vicus Capital
Pennsylvania
$10.3M -$2.81M -21,614 -21%
BSB
1883
Bangor Savings Bank
Maine
$10.3M -$473K -3,638 -4%
MF
1884
Manchester Financial
California
$10.3M -$110K -849 -1%
SFA
1885
Souders Financial Advisors
Ohio
$10.3M +$16.1K +124 +0.2%
LCM
1886
Legato Capital Management
California
$10.3M +$4.24M +32,667 +71%
Fiera Capital (Canada)
1887
Fiera Capital (Canada)
Quebec, Canada
$10.3M -$8.15M -62,761 -44%
NF
1888
Nikulski Financial
Iowa
$10.2M -$292K -2,246 -3%
IWA
1889
Icon Wealth Advisors
Texas
$10.2M -$810K -6,231 -7%
ATC
1890
Adirondack Trust Company
New York
$10.2M -$90.4K -696 -0.9%
CT
1891
Clearstead Trust
Maine
$10.2M -$462K -3,553 -4%
EIM
1892
Ervin Investment Management
Washington
$10.2M -$281K -2,159 -3%
CCM
1893
Consolidated Capital Management
California
$10.2M +$64.7K +498 +0.6%
GMA
1894
Glassy Mountain Advisors
Maryland
$10.2M +$10.2M +78,474 New
MAWCM
1895
Mine & Arao Wealth Creation & Management
California
$10.2M -$1.56M -11,986 -13%
AIS
1896
American Investment Services
Massachusetts
$10.2M +$270K +2,076 +3%
EAMA
1897
EFG Asset Management (Americas)
Florida
$10.2M -$5.29M -40,677 -34%
FNC
1898
First National Corp
Massachusetts
$10.2M -$941K -7,240 -8%
MWA
1899
Moser Wealth Advisors
Washington
$10.2M -$163K -1,255 -2%
LPIC
1900
LeJeune Puetz Investment Counsel
Michigan
$10.2M -$465K -3,575 -4%