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 %
TRIA
2251
Trail Ridge Investment Advisors
Colorado
$7.52M +$22.2K +171 +0.3%
D
2252
Diversified
Delaware
$7.52M +$1.47M +11,304 +24%
MCM
2253
Marathon Capital Management
Maryland
$7.51M -$10.3K -79 -0.1%
LCC
2254
Lincoln Capital Corp
Rhode Island
$7.5M -$1.06M -8,127 -12%
AWA
2255
Amplius Wealth Advisors
Pennsylvania
$7.5M +$401K +3,089 +6%
TCB
2256
Texas Capital Bancshares
Texas
$7.5M +$21.8K +168 +0.3%
BRM
2257
Boston Research & Management
Massachusetts
$7.5M -$5.72K -44 -0.1%
CIS
2258
Capital International Sarl
California
$7.49M +$1.1M +8,465 +17%
EF
2259
Exeter Financial
Arizona
$7.49M +$9.75K +75 +0.1%
RW
2260
REDW Wealth
New Mexico
$7.48M -$13K -100 -0.2%
RPA
2261
Rock Point Advisors
Vermont
$7.47M -$132K -1,015 -2%
AIM
2262
Aurora Investment Managers
Florida
$7.44M -$637K -4,901 -8%
CNWM
2263
Clay Northam Wealth Management
California
$7.44M -$24.2K -186 -0.3%
APW
2264
Austin Private Wealth
Texas
$7.43M -$121K -935 -2%
WA
2265
Waddell & Associates
Tennessee
$7.42M +$142K +1,094 +2%
MSFP
2266
Mark Sheptoff Financial Planning
Connecticut
$7.41M -$12.2K -94 -0.2%
HWM
2267
Horizon Wealth Management
Illinois
$7.4M -$8.31M -63,956 -53%
PI
2268
Parkside Investments
Illinois
$7.4M -$77K -593 -1%
SCA
2269
Stokes Capital Advisors
South Carolina
$7.4M -$1.52M -11,695 -17%
PSCM
2270
Per Stirling Capital Management
Texas
$7.4M +$7.4M +56,932 New
HBT
2271
Heartland Bank & Trust
Illinois
$7.39M -$271K -2,086 -4%
SAM
2272
Satovsky Asset Management
New York
$7.37M -$114K -878 -2%
WPC
2273
White Pine Capital
Minnesota
$7.37M +$5.85K +45 +0.1%
LL
2274
LWMG LLC
Minnesota
$7.36M +$7.36M +56,676 New
Alkeon Capital Management
2275
Alkeon Capital Management
New York
$7.36M