AAPL icon

Apple
AAPL

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.37B
2
CSA
Cottage Street Advisors
Massachusetts
+$2.57B
3
Barclays
Barclays
United Kingdom
+$1.53B
4
HHII
H&H International Investment
California
+$1.49B
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.31B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$5.18B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.86B
3
Bank of America
Bank of America
North Carolina
-$2.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.54B
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$850M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
2051
Financial Enhancement Group
Indiana
$8.77M -$1.84M -12,086 -17%
BWM
2052
Bulltick Wealth Management
Florida
$8.76M +$526K +4,048 +6%
SJIM
2053
St. Johns Investment Management
Florida
$8.76M +$118K +906 +1%
BCA
2054
Bray Capital Advisors
Florida
$8.75M -$73.9K -569 -0.8%
DIM
2055
Delta Investment Management
California
$8.73M +$8.32K +64 +0.1%
NAMA
2056
Nikko Asset Management Americas
New York
$8.71M -$450K -3,463 -5%
JFL
2057
Jarislowsky, Fraser Ltd
Quebec, Canada
$8.71M -$991K -7,631 -10%
CWM
2058
Chronos Wealth Management
Florida
$8.71M -$27.7K -213 -0.3%
DCM
2059
Dudley Capital Management
Virginia
$8.7M +$8.7M +66,942 New
IF
2060
IRON Financial
Illinois
$8.68M -$102K -786 -1%
BRG
2061
Bay Rivers Group
Virginia
$8.67M +$10.9K +84 +0.1%
WIC
2062
WealthBridge Investment Counsel
Alberta, Canada
$8.67M +$664K +5,112 +8%
GFG
2063
Greystone Financial Group
Michigan
$8.67M +$51.2K +394 +0.6%
SCM
2064
Spring Capital Management
Texas
$8.67M -$129K -995 -1%
IB
2065
Iyo Bank
Japan
$8.67M – – –
CWA
2066
Consilium Wealth Advisory
Texas
$8.65M -$309K -2,376 -3%
MC
2067
Martin & Co
Tennessee
$8.65M +$121K +933 +1%
IMOV
2068
Investment Management of Virginia
Virginia
$8.65M -$45.2K -348 -0.5%
FCA
2069
Fortis Capital Advisors
Kansas
$8.64M +$8.64M +66,502 New
WWC
2070
Waypoint Wealth Counsel
Georgia
$8.64M +$8.64M +66,498 New
SDJVC
2071
St. Denis J. Villere & Co
Louisiana
$8.64M +$1.74M +13,416 +25%
MAM
2072
Morse Asset Management
Connecticut
$8.64M -$213K -1,640 -2%
ISWM
2073
Independent Solutions Wealth Management
New York
$8.63M -$365K -2,806 -4%
WDC
2074
Woodward Diversified Capital
California
$8.61M -$681K -5,243 -7%
HBWM
2075
Hollow Brook Wealth Management
New York
$8.6M +$1.91M +14,705 +29%
81 82
83
84 85