3,828 hedge funds and large institutions have $1.17T invested in Apple in 2021 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,528 increasing their positions, 1,938 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,828
Holders Change
-4
Holders Change %
-0.1%
% of All Funds
67.41%
Holding in Top 10
2,201
Holding in Top 10 Change
-169
Holding in Top 10 Change %
-7.13%
% of All Funds
38.76%
New
161
Increased
1,528
Reduced
1,938
Closed
116
Calls
$33B
Puts
$38.9B
Net Calls
-$5.9B
Net Calls Change
-$5.96B
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
3476
Oberweis Asset Management
Illinois
$905K -$70.6K -578 -7%
MFS
3477
McNamara Financial Services
Massachusetts
$903K +$265 +2 +0%
MWC
3478
MKD Wealth Coaches
Michigan
$894K
AJ
3479
Ashburton (Jersey)
Jersey
$889K
TWP
3480
TFO Wealth Partners
Ohio
$889K +$313K +2,563 +54%
FWM
3481
ForthRight Wealth Management
Georgia
$881K +$22.2K +182 +3%
OPWM
3482
Oakwell Private Wealth Management
Texas
$880K -$1.47K -12 -0.2%
AAIM
3483
Asset Advisors Investment Management
Georgia
$878K
PA
3484
Paragon Advisors
Texas
$874K -$102K -834 -10%
RFG
3485
Range Financial Group
Oregon
$873K +$873K +7,150 New
AWM
3486
Altus Wealth Management
Kentucky
$867K +$35K +287 +4%
LFDLE
3487
La Financiere de L'Echiquier
France
$866K +$520K +4,258 +151%
SWMG
3488
Sanchez Wealth Management Group
Florida
$864K +$1.1K +9 +0.1%
WFO
3489
Wealthgate Family Office
Colorado
$860K +$860K +7,044 New
ACA
3490
Ackerman Capital Advisors
Texas
$848K
MFGP
3491
Marshall Financial Group (Pennsylvania)
Pennsylvania
$838K +$40.3K +330 +5%
HS
3492
Horan Securities
United States
$829K +$222K +1,819 +37%
TPM
3493
Triasima Portfolio Management
Quebec, Canada
$828K
FSG
3494
Financial Strategies Group
Michigan
$827K -$1.01M -8,264 -55%
NIM
3495
NuWave Investment Management
New Jersey
$827K +$827K +6,769 New
FI
3496
FormulaFolio Investments
Michigan
$825K -$40.2M -319,125 -98%
MCG
3497
MACRO Consulting Group
New Jersey
$822K +$578K +4,733 +237%
ARIS
3498
Advanced Research Investment Solutions
California
$820K +$203K +1,658 +33%
RA
3499
Riversedge Advisors
Delaware
$816K -$101K -830 -11%
FVCM
3500
F&V Capital Management
Florida
$814K -$680K -5,570 -46%