4,355 hedge funds and large institutions have $1.7T invested in Apple in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 1,676 increasing their positions, 2,270 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,355
Holders Change
-10
Holders Change %
-0.23%
% of All Funds
68.92%
Holding in Top 10
2,723
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+0.33%
% of All Funds
43.09%
New
152
Increased
1,676
Reduced
2,270
Closed
105
Calls
$39.9B
Puts
$47.7B
Net Calls
-$7.8B
Net Calls Change
+$5.94B
Name Holding Trade Value Shares
Change
Shares
Change %
NIC
1976
Northwest Investment Counselors
Oregon
$12.7M -$497K -2,846 -4%
AIS
1977
American Investment Services
Massachusetts
$12.7M +$8.39M +48,064 +193%
MA
1978
Mezzasalma Advisors
New Jersey
$12.7M -$194K -1,112 -2%
IF
1979
IRON Financial
Illinois
$12.7M -$45.6K -261 -0.4%
BCCM
1980
Bridge Creek Capital Management
Massachusetts
$12.7M -$130K -744 -1%
CBT
1981
CoreFirst Bank & Trust
Kansas
$12.6M -$237K -1,359 -2%
FNBOMD
1982
First National Bank of Mount Dora
Florida
$12.6M +$649K +3,715 +5%
CTFG
1983
Capstone Triton Financial Group
Oklahoma
$12.6M +$12.6M +80,663 New
WDC
1984
Woodward Diversified Capital
California
$12.6M -$690K -3,949 -5%
CWM
1985
Chronos Wealth Management
Florida
$12.6M -$245K -1,402 -2%
CCWA
1986
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.6M -$179K -1,024 -1%
PW
1987
Peninsula Wealth
California
$12.6M +$1.38M +7,914 +12%
SIA
1988
Strategic Investment Advisors
Michigan
$12.6M +$810K +4,637 +7%
LWMM
1989
Legacy Wealth Management (Mississippi)
Mississippi
$12.6M +$116K +662 +0.9%
KCM
1990
KRS Capital Management
Michigan
$12.6M +$873 +5 +0%
WFAG
1991
Wescott Financial Advisory Group
Pennsylvania
$12.5M +$3.53M +20,210 +39%
AMAL
1992
Asset Management Advisors LLC
Oklahoma
$12.5M -$2.64M -15,147 -17%
SCM
1993
Stevens Capital Management
Pennsylvania
$12.5M +$2.87M +16,436 +30%
AT
1994
Arden Trust
Delaware
$12.5M -$3.63M -20,781 -22%
MAM
1995
Morse Asset Management
Connecticut
$12.5M -$553K -3,165 -4%
MCM
1996
McDonough Capital Management
Florida
$12.5M +$144K +823 +1%
IDA
1997
Intelligence Driven Advisers
California
$12.4M -$749K -4,349 -6%
WOSD
1998
WFA of San Diego
California
$12.4M -$1.71M -9,787 -12%
PWA
1999
Physician Wealth Advisors
Utah
$12.4M -$43.3K -261 -0.3%
BBA
2000
Baader Bank Aktiengesellschaft
Germany
$12.4M -$4.78M -27,376 -28%