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 %
GCM
2001
Gables Capital Management
Florida
$9.64M -$57.4K -415 -0.6%
CQS
2002
Credential Qtrade Securities
$9.63M -$461K -3,333 -5%
BCPWM
2003
Bradley & Co Private Wealth Management
Florida
$9.63M +$465K +3,365 +5%
KWM
2004
Keebeck Wealth Management
Illinois
$9.61M +$423K +3,063 +5%
ATFA
2005
All Terrain Financial Advisors
Minnesota
$9.57M +$9.12K +66 +0.1%
FAG
2006
Fortitude Advisory Group
Washington
$9.57M +$224K +1,623 +2%
ISWM
2007
Independent Solutions Wealth Management
New York
$9.56M -$4.7K -34 -0%
ITIM
2008
Indiana Trust & Investment Management
Indiana
$9.55M -$113K -821 -1%
ST
2009
Somerset Trust
Pennsylvania
$9.54M -$28.6K -207 -0.3%
Loomis, Sayles & Company
2010
Loomis, Sayles & Company
Massachusetts
$9.54M -$15.5M -111,858 -62%
CMS
2011
Capital Market Strategies
Florida
$9.53M -$18.4K -133 -0.2%
CWA
2012
Consilium Wealth Advisory
Texas
$9.53M +$221K +1,600 +2%
KFS
2013
Kaizen Financial Strategies
California
$9.52M +$42K +304 +0.4%
OCM
2014
Orion Capital Management
California
$9.51M +$8.15K +59 +0.1%
SCA
2015
Stokes Capital Advisors
South Carolina
$9.49M -$153K -1,108 -2%
HCP
2016
Hexagon Capital Partners
Arkansas
$9.44M -$1.62M -11,703 -15%
BCCM
2017
Bridge Creek Capital Management
Massachusetts
$9.43M -$59.1K -428 -0.6%
AWS
2018
Arkfeld Wealth Strategies
Nebraska
$9.43M +$136K +980 +1%
MAM
2019
Morse Asset Management
Connecticut
$9.41M -$149K -1,077 -2%
CBT
2020
CoreFirst Bank & Trust
Kansas
$9.41M -$230K -1,663 -2%
CCWA
2021
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.4M +$155K +1,123 +2%
BCA
2022
Bray Capital Advisors
Florida
$9.39M -$103K -744 -1%
GCS
2023
Gordian Capital (Singapore)
Singapore
$9.39M -$323K -1,990 -3%
AFG
2024
Allegheny Financial Group
Pennsylvania
$9.37M +$63.7K +461 +0.7%
SCM
2025
Spring Capital Management
Texas
$9.36M -$61.5K -445 -0.7%