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 %
AR
3576
Advisory Research
Illinois
$632K -$129K -1,055 -17%
MWM
3577
Maltin Wealth Management
New Jersey
$629K +$6.6K +54 +1%
WG
3578
Watchman Group
Texas
$626K -$47.5K -389 -7%
AWA
3579
ARQ Wealth Advisors
Arizona
$626K -$14K -115 -2%
NCG
3580
Newport Capital Group
New Jersey
$624K
WAM
3581
Wolverine Asset Management
Illinois
$621K +$621K +5,086 New
NP
3582
Ninepoint Partners
Ontario, Canada
$615K +$45.1K +369 +8%
HWA
3583
Heartwood Wealth Advisors
Virginia
$614K -$38.9K -319 -6%
DACG
3584
Donor Advised Charitable Giving
California
$613K
HFAS
3585
Hummer Financial Advisory Services
Illinois
$613K +$1.96K +16 +0.3%
MMM
3586
Mendel Money Management
Illinois
$612K +$169K +1,385 +38%
ACM
3587
Alethea Capital Management
Washington
$611K
KS
3588
Karpas Strategies
Connecticut
$611K
WFA
3589
Websterrogers Financial Advisors
South Carolina
$608K +$19.2K +157 +3%
FPW
3590
Flagship Private Wealth
Massachusetts
$606K -$14.1K -112 -2%
PCM
3591
Perkins Capital Management
Minnesota
$605K
CRCM
3592
Corbett Road Capital Management
Virginia
$605K +$182K +1,489 +43%
IWP
3593
Insight Wealth Partners
Texas
$601K -$239K -1,956 -28%
SFP
3594
Strategic Financial Partners
Oregon
$597K +$122 +1 +0%
LWA
3595
LWS Wealth Advisors
New Jersey
$593K -$50.6K -414 -8%
OQS
3596
Occudo Quantitative Strategies
Florida
$593K +$593K +4,851 New
FSWA
3597
Financial Synergies Wealth Advisors
Texas
$591K +$110K +904 +23%
PI
3598
Pachira Investments
California
$591K -$68.7K -562 -10%
IPW
3599
IronBridge Private Wealth
Texas
$588K +$5.13K +42 +0.9%
WHRC
3600
W.H. Reaves & Co
New Jersey
$586K