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 %
HCA
1926
Harbour Capital Advisors
Virginia
$9.83M -$826K -6,606 -8%
HNW
1927
High Note Wealth
Minnesota
$9.81M +$88.9K +684 +0.9%
TCM
1928
True Capital Management
California
$9.79M +$9.79M +75,367 New
BCM
1929
Birch Capital Management
Texas
$9.77M -$34.4K -265 -0.4%
FMI
1930
F/M Investments
District of Columbia
$9.77M -$520K -4,004 -5%
TIA
1931
Tiemann Investment Advisors
California
$9.76M +$490K +3,770 +5%
IWA
1932
IVC Wealth Advisors
Pennsylvania
$9.75M -$134K -1,028 -1%
OBWG
1933
Onyx Bridge Wealth Group
New York
$9.75M +$3.06M +23,631 +46%
CI
1934
Capital International
California
$9.75M +$115K +887 +1%
WOSD
1935
WFA of San Diego
California
$9.74M +$17K +131 +0.2%
NL
1936
NVWM LLC
Pennsylvania
$9.74M -$206K -1,586 -2%
CAM
1937
Clark Asset Management
New Hampshire
$9.73M +$9.73M +74,859 New
TGCMU
1938
Titan Global Capital Management USA
New York
$9.72M -$565K -4,350 -5%
HFS
1939
Howard Financial Services
Texas
$9.72M -$67.4K -519 -0.7%
KWS
1940
Keystone Wealth Services
California
$9.71M +$456K +3,506 +5%
LA
1941
LexAurum Advisors
Kansas
$9.7M -$207K -1,590 -2%
GCM
1942
Gibraltar Capital Management
Oklahoma
$9.69M +$136K +1,043 +1%
FA
1943
Fermata Advisors
California
$9.69M +$242K +1,859 +3%
T
1944
TCWP
Ohio
$9.67M +$141K +1,086 +1%
CCMINC
1945
Cardinal Capital Management Inc (North Carolina)
North Carolina
$9.66M -$22.7K -175 -0.2%
BA
1946
Baugh & Associates
Georgia
$9.65M -$9.88K -76 -0.1%
JHCP
1947
Jackson Hole Capital Partners
Oklahoma
$9.64M -$73.2K -563 -0.8%
GLR
1948
Great Lakes Retirement
Ohio
$9.62M +$9.62M +74,023 New
JF
1949
JSF Financial
California
$9.62M +$115K +883 +1%
MCM
1950
Monarch Capital Management
Indiana
$9.6M -$976K -7,510 -9%