4,365 hedge funds and large institutions have $1.68T invested in Apple in 2021 Q4 according to their latest regulatory filings, with 673 funds opening new positions, 1,514 increasing their positions, 1,948 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,365
Holders Change
+538
Holders Change %
+14.06%
% of All Funds
67.41%
Holding in Top 10
2,714
Holding in Top 10 Change
+466
Holding in Top 10 Change %
+20.73%
% of All Funds
41.92%
New
673
Increased
1,514
Reduced
1,948
Closed
69
Calls
$42.3B
Puts
$56B
Net Calls
-$13.7B
Net Calls Change
-$21B
Name Holding Trade Value Shares
Change
Shares
Change %
OCPWS
2901
One Charles Private Wealth Services
Massachusetts
$5.5M +$4.26K +24 +0.1%
PFA
2902
Plotkin Financial Advisors
Maryland
$5.49M -$301K -1,694 -5%
CIA
2903
Cascade Investment Advisors
Oregon
$5.49M -$73.7K -415 -1%
1WM
2904
1900 Wealth Management
Texas
$5.48M +$1.24M +6,989 +29%
TFA
2905
Trinity Financial Advisors
Ohio
$5.46M -$6.93K -39 -0.1%
CWM
2906
Chemistry Wealth Management
New York
$5.43M +$5.43M +30,599 New
NLP
2907
Next Level Private
New York
$5.43M +$5.43M +30,599 New
CFG
2908
CMC Financial Group
Georgia
$5.42M -$6.04K -34 -0.1%
POIA
2909
Pin Oak Investment Advisors
Texas
$5.41M +$60.6K +341 +1%
WFMPM
2910
Woodley Farra Manion Portfolio Management
Indiana
$5.41M +$324K +1,822 +6%
PCWA
2911
Pacific Capital Wealth Advisors
California
$5.4M -$165K -931 -3%
JPLA
2912
Joseph P. Lucia & Associates
New York
$5.4M +$260K +1,464 +5%
MMHP
2913
Murphy Middleton Hinkle & Parker
Georgia
$5.4M +$13.8K +78 +0.3%
SFWC
2914
Strategic Family Wealth Counselors
New Jersey
$5.38M +$2.13K +12 +0%
WG
2915
Winton Group
United Kingdom
$5.38M +$5.38M +30,299 New
TI
2916
tru Independence
Oregon
$5.38M -$339K -1,910 -6%
JGIA
2917
Jackson Grant Investment Advisers
Connecticut
$5.34M -$22.6K -127 -0.4%
SWAG
2918
Spectrum Wealth Advisory Group
California
$5.34M -$3.91K -22 -0.1%
SIAG
2919
Safeguard Investment Advisory Group
California
$5.33M -$180K -1,014 -3%
TMWM
2920
Taylor & Morgan Wealth Management
Michigan
$5.33M +$5.33M +30,039 New
SCA
2921
Sandy Cove Advisors
Massachusetts
$5.33M +$5.33M +30,032 New
CHA
2922
Cooper/Haims Advisors
New York
$5.33M -$30.4K -171 -0.6%
MAC
2923
Mason & Associates (California)
California
$5.32M +$5.32M +29,944 New
BFS
2924
Bickling Financial Services
Massachusetts
$5.29M +$26.8K +151 +0.5%
SL
2925
Summitry LLC
California
$5.28M +$110K +619 +2%