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 %
LSA
3551
Lion Street Advisors
Texas
$2.27M -$17.7K -100 -0.8%
BWG
3552
Beta Wealth Group
California
$2.26M
DLG
3553
Daniel L. Goodwin
$2.26M -$32K -180 -1%
CIR
3554
Clear Investment Research
Georgia
$2.26M +$710 +4 +0%
SPA
3555
Sentinel Pension Advisors
Massachusetts
$2.25M +$541K +3,044 +32%
VF
3556
Virtu Financial
New York
$2.24M +$2.24M +12,635 New
SRG
3557
SBB Research Group
Illinois
$2.23M +$2.23M +12,575 New
CAMV
3558
Concord Asset Management (Virginia)
Virginia
$2.23M +$2.23M +12,565 New
ACM
3559
Ascendant Capital Management
California
$2.22M -$1.33M -7,500 -38%
DA
3560
DCF Advisers
Connecticut
$2.22M
ACM
3561
Anfield Capital Management
California
$2.22M +$1.42M +7,970 +176%
CMBA
3562
C.M. Bidwell & Associates
Hawaii
$2.22M -$82.9K -467 -4%
SP
3563
SWS Partners
Ohio
$2.21M -$355K -2,000 -14%
LFA
3564
Legend Financial Advisors
Pennsylvania
$2.21M -$40.1K -226 -2%
VBFP
3565
Valtinson Bruner Financial Planning
Minnesota
$2.2M +$16K +90 +0.7%
MSU
3566
Mizuho Securities USA
New York
$2.2M -$1.46M -8,197 -40%
HSG
3567
Helen Stephens Group
Texas
$2.19M +$2.19M +12,313 New
GWA
3568
GGM Wealth Advisors
Maryland
$2.18M +$36.8K +210 +2%
CWM
3569
CCG Wealth Management
California
$2.18M -$185K -1,041 -8%
4WM
3570
4J Wealth Management
Virginia
$2.17M -$29.5K -166 -1%
RB
3571
Renasant Bank
Mississippi
$2.16M -$756K -4,256 -26%
CSIA
3572
Carl Stuart Investment Advisor
Texas
$2.16M +$2.16M +12,180 New
OFS
3573
OneAscent Financial Services
Alabama
$2.16M +$2.16M +12,167 New
HP
3574
HT Partners
Connecticut
$2.16M -$13.1K -74 -0.6%
PCM
3575
Prelude Capital Management
New York
$2.16M +$2.16M +12,137 New