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 %
AFT
3151
Alpha Family Trust
California
$4.06M
OPWM
3152
Oxinas Partners Wealth Management
Indiana
$4.05M -$145K -816 -3%
CCM
3153
Cox Capital Management
Massachusetts
$4.04M +$164K +925 +4%
SA
3154
SAM Advisors
California
$4.03M -$179K -1,049 -4%
PH
3155
Pinnacle Holdings
Oklahoma
$4.03M -$8.17K -46 -0.2%
CP
3156
Capital Planning
Washington
$4.02M +$1.07K +6 +0%
IFS
3157
Intelligent Financial Strategies
Minnesota
$4.02M +$4.02M +22,623 New
CWM
3158
Campbell Wealth Management
Virginia
$4.02M -$198K -1,116 -5%
AWM
3159
Aspire Wealth Management
Massachusetts
$4.02M +$4.02M +22,615 New
MCM
3160
Monument Capital Management
Virginia
$4.02M +$32.7K +184 +0.8%
SI
3161
Scharf Investments
California
$4.01M -$43.5K -245 -1%
OAMG
3162
Odey Asset Management Group
United Kingdom
$4.01M
BFA
3163
Brendel Financial Advisors
New Hampshire
$4M +$4M +22,531 New
CAP
3164
Columbia Advisory Partners
Washington
$4M +$4M +22,505 New
UL
3165
Unionview LLC
Washington
$4M +$4M +22,500 New
SICM
3166
Sustainable Insight Capital Management
New York
$3.99M -$299K -1,684 -7%
SSCA
3167
South Shore Capital Advisors
Massachusetts
$3.99M +$186K +1,047 +5%
HR
3168
Hardy Reed
Mississippi
$3.99M -$68.4K -385 -2%
MKC
3169
M. Kraus & Co
Vermont
$3.98M -$22.2K -125 -0.6%
AFS
3170
Annapolis Financial Services
Maryland
$3.97M -$163K -916 -4%
BWCS
3171
Beirne Wealth Consulting Services
Connecticut
$3.97M -$72.5K -408 -2%
ARG
3172
Advisory Resource Group
Oklahoma
$3.96M +$325K +1,862 +9%
CFCI
3173
Comprehensive Financial Consultants Institutional
Indiana
$3.96M +$3.96M +24,018 New
WFA
3174
WMG Financial Advisors
Tennessee
$3.95M +$3.95M +22,157 New
EPA
3175
Element Pointe Advisors
Florida
$3.94M