3,832 hedge funds and large institutions have $1.31T invested in Apple in 2020 Q4 according to their latest regulatory filings, with 527 funds opening new positions, 1,345 increasing their positions, 1,778 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,832
Holders Change
+399
Holders Change %
+11.62%
% of All Funds
67.99%
Holding in Top 10
2,370
Holding in Top 10 Change
+235
Holding in Top 10 Change %
+11.01%
% of All Funds
42.05%
New
527
Increased
1,345
Reduced
1,778
Closed
75
Calls
$47.2B
Puts
$47.2B
Net Calls
+$60.9M
Net Calls Change
-$2.43B
Name Holding Trade Value Shares
Change
Shares
Change %
SHWM
3151
Smith & Howard Wealth Management
Georgia
$2.04M -$248K -1,868 -11%
CWM
3152
Cahaba Wealth Management
Georgia
$2.03M +$16.1K +116 +0.8%
SGCA
3153
Steel Grove Capital Advisors
Tennessee
$2.02M -$18.6M -140,032 -90%
SC
3154
Scholtz & Company
Connecticut
$2.02M -$256K -1,930 -11%
TAM
3155
Tealwood Asset Management
Minnesota
$2.02M -$91.8K -692 -4%
MFS
3156
Madrona Financial Services
Washington
$2.01M +$309K +2,325 +18%
SMF
3157
Sterling Manor Financial
New York
$2M +$2M +15,105 New
FWA
3158
FOCUS Wealth Advisors
Texas
$2M +$2M +15,079 New
FSG
3159
Financial Strategies Group
Michigan
$2M +$176K +1,328 +10%
AWP
3160
Accretive Wealth Partners
New Jersey
$1.99M +$1.99M +14,992 New
RI
3161
Ridgewood Investments
New Jersey
$1.99M
SI
3162
Scharf Investments
California
$1.99M +$764K +5,757 +62%
FL
3163
Fort LP
Maryland
$1.98M +$53.9K +406 +3%
ISG
3164
Investment Security Group
Colorado
$1.98M -$221K -1,669 -10%
PBF
3165
Petix & Botte Financial
California
$1.98M +$93.8K +707 +5%
XSC
3166
X-Square Capital
Puerto Rico
$1.96M +$480K +3,618 +32%
AW
3167
Avion Wealth
Texas
$1.96M +$357K +2,691 +22%
SFA
3168
Source Financial Advisors
New York
$1.96M +$1.96M +14,741 New
MPW
3169
MA Private Wealth
California
$1.95M -$6.28M -47,320 -76%
ACM
3170
Ariose Capital Management
Hong Kong
$1.95M +$1.95M +14,700 New
HCM
3171
Howard Capital Management
Georgia
$1.95M -$598K -4,358 -23%
SAM
3172
Soditic Asset Management
United Kingdom
$1.95M +$1.95M +14,660 New
MWM
3173
MorganRosel Wealth Management
Colorado
$1.93M +$74K +558 +4%
UCI
3174
Uncommon Cents Investing
Wisconsin
$1.92M +$929 +7 +0%
KW
3175
KWB Wealth
California
$1.92M +$1.92M +14,497 New