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 %
PM
3476
Penbrook Management
New York
$2.54M -$6.21K -35 -0.2%
GAM
3477
Garrison Asset Management
Arkansas
$2.52M -$9.23K -52 -0.4%
AWA
3478
Alta Wealth Advisors
Massachusetts
$2.52M +$17.4K +98 +0.7%
NS
3479
Newman & Schimel
Illinois
$2.52M -$515K -2,900 -17%
VCS
3480
Vaughan & Co Securities
New Jersey
$2.52M -$31.2K -176 -1%
WCWM
3481
Wooster Corthell Wealth Management
Connecticut
$2.51M -$8.7K -49 -0.3%
PWA
3482
Peterson Wealth Advisors
Utah
$2.51M +$127K +717 +5%
GWA
3483
Geometric Wealth Advisors
District of Columbia
$2.51M +$2.51M +14,122 New
KW
3484
KWB Wealth
California
$2.5M +$3.73K +21 +0.1%
TWA
3485
Tillar-Wenstrup Advisors
Ohio
$2.5M +$677K +3,814 +37%
TC
3486
TwinBeech Capital
New York
$2.5M +$2.5M +14,074 New
FCM
3487
Fairholme Capital Management
Florida
$2.5M
RPG
3488
Resource Planning Group
Georgia
$2.5M +$216K +1,214 +9%
CAGAS
3489
Capital Advisory Group Advisory Services
Minnesota
$2.49M -$2.34M -13,189 -48%
PWAC
3490
Private Wealth Advisors (California)
California
$2.49M -$1.24M -7,002 -33%
UM
3491
Ulysses Management
New York
$2.49M +$266K +1,500 +12%
KL
3492
KilterHowling LLC
Colorado
$2.48M +$2.48M +13,973 New
BFAG
3493
Blackston Financial Advisory Group
Florida
$2.48M +$2.48M +13,973 New
JIP
3494
JBJ Investment Partners
South Carolina
$2.48M +$14.4K +81 +0.6%
HWMG
3495
Hurlow Wealth Management Group
Indiana
$2.47M -$43.7K -331 -2%
BCP
3496
Berkeley Capital Partners
Georgia
$2.47M +$137K +771 +6%
SPIO
3497
Seven Post Investment Office
California
$2.47M +$889K +5,008 +56%
HIC
3498
Harvey Investment Company
Kentucky
$2.46M
AR
3499
Apeiron RIA
Texas
$2.45M +$2.45M +13,791 New
CCA
3500
Cottonwood Capital Advisors
Utah
$2.45M +$2.45M +13,784 New