4,303 hedge funds and large institutions have $1.28T invested in Apple in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 1,757 increasing their positions, 2,163 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,303
Holders Change
-52
Holders Change %
-1.19%
% of All Funds
72.76%
Holding in Top 10
2,547
Holding in Top 10 Change
-176
Holding in Top 10 Change %
-6.46%
% of All Funds
43.07%
New
120
Increased
1,757
Reduced
2,163
Closed
112
Calls
$29.6B
Puts
$34.2B
Net Calls
-$4.6B
Net Calls Change
+$3.2B
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
2026
TriaGen Wealth Management
California
$9.48M -$14.4K -105 -0.2%
MPIM
2027
McGinn Penninger Investment Management
Virginia
$9.48M +$15K +110 +0.2%
ISWM
2028
Independent Solutions Wealth Management
New York
$9.47M -$716K -5,239 -7%
ST
2029
Somerset Trust
Pennsylvania
$9.47M -$67.3K -492 -0.7%
MAM
2030
Morse Asset Management
Connecticut
$9.46M -$307K -2,245 -3%
ATFA
2031
All Terrain Financial Advisors
Minnesota
$9.45M +$180K +1,314 +2%
CMS
2032
Capital Market Strategies
Florida
$9.45M -$20.4K -149 -0.2%
IF
2033
IRON Financial
Illinois
$9.44M -$518K -3,791 -5%
AT
2034
Arden Trust
Delaware
$9.43M -$377K -2,760 -4%
OCM
2035
Orion Capital Management
California
$9.4M +$98.4K +720 +1%
COCM
2036
Charter Oak Capital Management
New Hampshire
$9.4M +$132K +963 +1%
CPWA
2037
Cerro Pacific Wealth Advisors
California
$9.39M -$248K -1,815 -3%
BCA
2038
Bray Capital Advisors
Florida
$9.39M +$1.37K +10 +0%
BCCM
2039
Bridge Creek Capital Management
Massachusetts
$9.39M -$553K -4,045 -6%
GFPC
2040
Global Financial Private Client
Florida
$9.38M +$2.57M +18,495 +38%
BMCM
2041
Bryn Mawr Capital Management
Pennsylvania
$9.38M +$54.3K +397 +0.6%
KFS
2042
Kaizen Financial Strategies
California
$9.38M -$277K -2,028 -3%
BBI
2043
Baxter Bros Inc
Connecticut
$9.36M +$134K +979 +1%
CA
2044
Centerpoint Advisors
Massachusetts
$9.34M +$2.79M +20,423 +43%
PK
2045
Pflug Koory
Nebraska
$9.32M +$55.1K +403 +0.6%
SCM
2046
Spring Capital Management
Texas
$9.32M +$191K +1,399 +2%
SWP
2047
Strategic Wealth Partners
Ohio
$9.32M +$113K +829 +1%
WCM
2048
Wisconsin Capital Management
Wisconsin
$9.31M -$2.62M -19,199 -22%
LIG
2049
Lokken Investment Group
Delaware
$9.31M +$4.63M +33,863 +99%
IBOK
2050
Independence Bank of Kentucky
Kentucky
$9.31M +$49.1K +359 +0.5%