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 %
BCG
2001
Breakwater Capital Group
New Jersey
$9.18M +$9.18M +70,647 New
CPWA
2002
Cerro Pacific Wealth Advisors
California
$9.18M +$1.69K +13 +0%
AG
2003
Advocate Group
Minnesota
$9.17M -$249K -1,920 -3%
FWM
2004
Fairhaven Wealth Management
Illinois
$9.15M -$61.7K -475 -0.7%
BC
2005
Brio Consultants
California
$9.14M -$972K -7,480 -10%
LAIC
2006
Lederer & Associates Investment Counsel
California
$9.14M -$222K -1,705 -2%
KNW
2007
Kesler Norman & Wride
Utah
$9.14M -$416K -3,198 -4%
DWM
2008
Darwin Wealth Management
Florida
$9.13M -$570K -4,227 -6%
CMS
2009
Capital Market Strategies
Florida
$9.13M +$169K +1,304 +2%
FCA
2010
FLC Capital Advisors
California
$9.12M +$7.93K +61 +0.1%
GU
2011
Georgetown University
District of Columbia
$9.11M +$14.6K +112 +0.2%
BDA
2012
Borer Denton & Associates
Pennsylvania
$9.1M -$39K -300 -0.4%
NWM
2013
Nicola Wealth Management
British Columbia, Canada
$9.1M -$2.47M -19,000 -21%
WA
2014
Whitebox Advisors
Minnesota
$9.1M +$2.6M +20,000 +40%
SIC
2015
Sterling Investment Counsel
New York
$9.09M +$1.93M +14,870 +27%
GG
2016
Golden Green
South Carolina
$9.08M -$460K -3,540 -5%
TWM
2017
TriaGen Wealth Management
California
$9.08M +$7.67K +59 +0.1%
KLCM
2018
KG&L Capital Management
Louisiana
$9.08M -$1.13M -8,676 -11%
DWMS
2019
Dominguez Wealth Management Solutions
Virginia
$9.08M +$9.08M +69,851 New
BCPWM
2020
Bradley & Co Private Wealth Management
Florida
$9.06M +$11.8K +91 +0.1%
ATFA
2021
All Terrain Financial Advisors
Minnesota
$9.06M +$67.2K +517 +0.7%
ATIA
2022
American Trust Investment Advisors
New Hampshire
$9.06M -$37.7K -290 -0.4%
AIA
2023
Arbor Investment Advisors
North Carolina
$9.06M +$6.79M +52,236 +299%
BWM
2024
Baystate Wealth Management
Massachusetts
$9.05M -$636K -4,897 -7%
KMWM
2025
Keudell/Morrison Wealth Management
Oregon
$9.03M -$154K -1,189 -2%