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 %
MWM
2151
Meritas Wealth Management
California
$8.15M +$8.15M +62,737 New
BEC
2152
Blue Edge Capital
Virginia
$8.15M -$93.7K -721 -1%
HNWAG
2153
High Net Worth Advisory Group
Florida
$8.14M -$322K -2,480 -4%
WAM
2154
WNY Asset Management
New York
$8.14M -$575K -4,428 -7%
CWAG
2155
Compton Wealth Advisory Group
Virginia
$8.14M -$47.8K -368 -0.6%
VCM
2156
Vivaldi Capital Management
Illinois
$8.14M -$38.7K -297 -0.5%
PW
2157
Peninsula Wealth
California
$8.13M +$20.9K +161 +0.3%
BAM
2158
Bellevue Asset Management
Washington
$8.11M -$145K -1,132 -2%
BCM
2159
Bourgeon Capital Management
Connecticut
$8.1M +$267K +2,058 +3%
P
2160
&Partners
Tennessee
$8.1M -$605K -4,658 -7%
HBCM
2161
Heron Bay Capital Management
Michigan
$8.09M +$62.9K +484 +0.8%
CCA
2162
Clearwater Capital Advisors
Illinois
$8.09M -$269K -2,073 -3%
GWM
2163
GDS Wealth Management
Texas
$8.08M -$4.55K -35 -0.1%
CC
2164
Constitution Capital
Connecticut
$8.07M +$1.26M +9,729 +19%
HIM
2165
Harbour Investment Management
Washington
$8.06M -$32.7K -252 -0.4%
HBW
2166
Hazlett, Burt & Watson
West Virginia
$8.06M -$100K -770 -1%
RAM
2167
Riggs Asset Management
Pennsylvania
$8.05M -$181K -1,394 -2%
OHWA
2168
Oak Hill Wealth Advisors
Virginia
$8.05M +$8.05M +61,923 New
MPW
2169
MA Private Wealth
California
$8.04M +$8.32K +64 +0.1%
WCM
2170
Wisconsin Capital Management
Wisconsin
$8.04M -$26K -200 -0.3%
SWMP
2171
Signature Wealth Management Partners
New Jersey
$8.03M +$46.1K +355 +0.6%
RIM
2172
Redwood Investment Management
Arizona
$8.03M -$1.99M -15,310 -20%
AWS
2173
Arkfeld Wealth Strategies
Nebraska
$8.03M -$876K -6,702 -10%
CIP
2174
Capital Insight Partners
Arizona
$8.02M +$82.4K +634 +1%
KIG
2175
Kennedy Investment Group
New Jersey
$8.01M +$8.01M +61,672 New