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 %
TWM
1976
TLW Wealth Management
Florida
$9.36M -$70.7K -544 -0.7%
SIA
1977
Strategic Investment Advisors
Michigan
$9.35M -$123K -950 -1%
CIG
1978
Cairn Investment Group
Washington
$9.35M +$134K +1,035 +1%
CHP
1979
Cable Hill Partners
Oregon
$9.34M +$91.2K +702 +1%
KWM
1980
Keebeck Wealth Management
Illinois
$9.34M +$299K +2,301 +3%
Loomis, Sayles & Company
1981
Loomis, Sayles & Company
Massachusetts
$9.32M +$356K +2,739 +4%
NIC
1982
Northwest Investment Counselors
Oregon
$9.32M +$27.5K +212 +0.3%
TIP
1983
Torray Investment Partners
Maryland
$9.32M -$197K -1,515 -2%
BWA
1984
Blodgett Wealth Advisors
California
$9.3M +$10.3K +79 +0.1%
UHC
1985
Union Heritage Capital
Michigan
$9.29M -$325K -2,500 -3%
LWMM
1986
Legacy Wealth Management (Mississippi)
Mississippi
$9.28M -$78K -600 -0.8%
MCM
1987
McDonough Capital Management
Florida
$9.27M +$48.2K +371 +0.5%
DAM
1988
Doheny Asset Management
California
$9.27M -$2.51M -19,288 -21%
FAG
1989
Fortitude Advisory Group
Washington
$9.26M +$263K +2,024 +3%
OHWP
1990
Oak Harbor Wealth Partners
North Carolina
$9.25M +$27K +208 +0.3%
KFS
1991
Kaizen Financial Strategies
California
$9.22M -$65.9K -489 -0.7%
UF
1992
Univest Financial
Pennsylvania
$9.21M -$154K -1,187 -2%
MPIM
1993
McGinn Penninger Investment Management
Virginia
$9.21M -$28.2K -217 -0.3%
SC
1994
Settian Capital
New York
$9.21M +$871K +6,700 +10%
NDSI
1995
Newman Dignan & Sheerar Inc
Rhode Island
$9.21M -$74.3K -572 -0.8%
CCP
1996
Clough Capital Partners
Massachusetts
$9.21M -$28.5M -219,100 -76%
V
1997
VeraBank
Texas
$9.2M -$49.5K -381 -0.5%
GFPC
1998
Global Financial Private Client
Florida
$9.19M +$306K +2,356 +3%
KCM
1999
KRS Capital Management
Michigan
$9.18M -$133K -1,024 -1%
FFS
2000
Founders Financial Securities
Maryland
$9.18M -$648K -4,984 -7%