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 %
AWM
2226
Aevitas Wealth Management
Massachusetts
$7.69M -$458K -3,528 -6%
FFA
2227
Fairfield Financial Advisors
Massachusetts
$7.68M -$468K -3,602 -6%
CPC
2228
Congress Park Capital
New York
$7.68M +$61.3K +472 +0.8%
SAM
2229
Stansberry Asset Management
Texas
$7.67M +$436K +3,356 +6%
FUBT
2230
First United Bank & Trust
Maryland
$7.67M -$186K -1,433 -2%
LFA
2231
Legacy Financial Advisors
Kentucky
$7.67M -$495K -3,811 -6%
GLA
2232
Great Lakes Advisors
Illinois
$7.66M -$135K -10,005 -2%
NCM
2233
Northside Capital Management
Oregon
$7.64M +$1.09M +8,408 +17%
VRM
2234
Vectors Research Management
New York
$7.64M +$8.06K +62 +0.1%
HC
2235
HNP Capital
New York
$7.64M +$7.67K +59 +0.1%
IWA
2236
Inspirion Wealth Advisors
Illinois
$7.63M -$64.6K -497 -0.8%
ME
2237
McIlrath & Eck
Washington
$7.63M +$563K +4,334 +8%
PFG
2238
Prosperity Financial Group
California
$7.61M +$7.61M +58,597 New
HL
2239
HeadInvest LLC
Maine
$7.61M -$180K -1,382 -2%
AFM
2240
Abbot Financial Management
Massachusetts
$7.6M -$485K -3,729 -6%
LI
2241
Lafayette Investments
Maryland
$7.59M -$203K -1,561 -3%
WPWM
2242
Western Pacific Wealth Management
Illinois
$7.59M +$28.3K +218 +0.4%
BHBT
2243
Burke & Herbert Bank & Trust
Virginia
$7.57M -$46.1K -355 -0.6%
VBCG
2244
Valley Brook Capital Group
Pennsylvania
$7.57M +$17.4K +134 +0.2%
BWIA
2245
Bryant Woods Investment Advisors
New York
$7.56M +$208K +1,602 +3%
RBFC
2246
Roman Butler Fullerton & Co
Missouri
$7.55M -$434K -3,189 -5%
WMP
2247
Wealth Management Partners
Arizona
$7.55M -$260K -2,000 -3%
SFG
2248
Sterling Financial Group
California
$7.54M +$7.54M +58,048 New
ST
2249
Sabal Trust
Florida
$7.54M +$2.16M +16,596 +40%
CFA
2250
CWS Financial Advisors
Michigan
$7.54M -$15.4K -126 -0.2%