4,355 hedge funds and large institutions have $1.7T invested in Apple in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 1,676 increasing their positions, 2,270 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,355
Holders Change
-10
Holders Change %
-0.23%
% of All Funds
68.92%
Holding in Top 10
2,723
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+0.33%
% of All Funds
43.09%
New
152
Increased
1,676
Reduced
2,270
Closed
105
Calls
$39.9B
Puts
$47.7B
Net Calls
-$7.8B
Net Calls Change
+$5.94B
Name Holding Trade Value Shares
Change
Shares
Change %
CG
2226
Clarus Group
Texas
$10.4M +$565K +3,237 +6%
CT
2227
Clearstead Trust
Maine
$10.4M -$81.2K -465 -0.8%
CRWM
2228
Castle Rock Wealth Management
California
$10.4M +$542K +3,238 +5%
ACA
2229
Atlas Capital Advisors
Wyoming
$10.4M +$108K +619 +1%
SOAMC
2230
Spirit of America Management Corp
New York
$10.4M -$995K -5,700 -9%
LFA
2231
Laraway Financial Advisors
Minnesota
$10.4M +$978K +5,680 +10%
HBT
2232
Heartland Bank & Trust
Illinois
$10.4M +$808K +4,629 +8%
VBCG
2233
Valley Brook Capital Group
Pennsylvania
$10.3M +$67.2K +385 +0.7%
MGWM
2234
Marks Group Wealth Management
Minnesota
$10.3M +$677K +3,875 +7%
IWA
2235
Inspirion Wealth Advisors
Illinois
$10.3M +$240K +1,373 +2%
RCS
2236
Retirement Capital Strategies
California
$10.3M +$4.15M +24,780 +68%
COI
2237
Connable Office Inc
Michigan
$10.3M +$132K +755 +1%
NC
2238
NovaPoint Capital
Georgia
$10.3M +$145K +831 +1%
TRIA
2239
Trail Ridge Investment Advisors
Colorado
$10.3M -$511K -2,928 -5%
WPWM
2240
Western Pacific Wealth Management
Illinois
$10.3M +$31.3K +179 +0.3%
AC
2241
Apella Capital
Connecticut
$10.3M +$1.91M +10,948 +23%
HC
2242
HNP Capital
New York
$10.2M -$144K -824 -1%
ABLA
2243
Alan B. Lancz & Associates
Ohio
$10.2M -$91.7K -525 -0.9%
SWA
2244
Sax Wealth Advisors
New Jersey
$10.2M -$1.47M -8,422 -13%
CC
2245
Constitution Capital
Connecticut
$10.2M +$1.64M +9,405 +19%
RFM
2246
Royal Fund Management
Florida
$10.2M +$129K +738 +1%
NWM
2247
NEIRG Wealth Management
Massachusetts
$10.2M -$326K -1,865 -3%
WWA
2248
WC Walker & Associates
California
$10.2M +$22K +129 +0.2%
VLKIM
2249
Van Lanschot Kempen Investment Management
Netherlands
$10.2M +$8.46M +48,458 +487%
LG
2250
Leuthold Group
Minnesota
$10.2M -$38.9K -223 -0.4%