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 %
IBOK
2076
Independence Bank of Kentucky
Kentucky
$8.59M +$173K +1,333 +2%
SCM
2077
Shelton Capital Management
Colorado
$8.59M -$155M -1,192,867 -95%
PK
2078
Pflug Koory
Nebraska
$8.59M -$115K -883 -1%
NB
2079
Nicolet Bankshares
Wisconsin
$8.59M -$132K -1,223 -2%
CIA
2080
Cladis Investment Advisory
Montana
$8.58M +$98.7K +760 +1%
SFS
2081
Stiles Financial Services
Minnesota
$8.58M -$959K -7,384 -10%
XWM
2082
Xcel Wealth Management
Florida
$8.58M +$224K +1,721 +3%
PC
2083
Port Capital
Illinois
$8.57M -$182K -1,399 -2%
SWS
2084
SYSTM Wealth Solutions
Illinois
$8.57M +$8.57M +65,955 New
AFA
2085
Abacus FCF Advisors
Florida
$8.57M -$193K -1,485 -2%
FCP
2086
Fidelis Capital Partners
Florida
$8.56M +$8.56M +65,770 New
COCM
2087
Charter Oak Capital Management
New Hampshire
$8.56M +$93.4K +719 +1%
WA1
2088
Wimmer Associates 1
California
$8.55M -$29.1K -224 -0.3%
SM
2089
STF Management
Texas
$8.55M +$8.55M +65,802 New
PRWA
2090
Platte River Wealth Advisors
Colorado
$8.54M -$151K -1,165 -2%
OBGC
2091
O'Brien Greene & Co
Pennsylvania
$8.53M -$21.1M -162,354 -71%
SDAM
2092
Shulman DeMeo Asset Management
New York
$8.53M -$5.2K -40 -0.1%
NW
2093
Naviter Wealth
Arkansas
$8.51M +$1.53M +10,715 +22%
DWP
2094
Destiny Wealth Partners
Florida
$8.51M -$228K -1,752 -3%
FZCM
2095
Flynn Zito Capital Management
New York
$8.5M -$6.5K -50 -0.1%
GSB
2096
Greenfield Savings Bank
Massachusetts
$8.5M -$218K -1,674 -2%
HAC
2097
Harbor Advisory Corp
New Hampshire
$8.49M -$188K -1,450 -2%
MIM
2098
Montgomery Investment Management
Maryland
$8.49M
OCM
2099
Orleans Capital Management
Louisiana
$8.49M -$25.3K -195 -0.3%
RFM
2100
Royal Fund Management
Florida
$8.49M +$925K +7,120 +12%