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 %
IPW
3951
IronBridge Private Wealth
Texas
$1.04M +$181K +1,021 +21%
MA
3952
MAS Advisors
Florida
$1.04M +$1.04M +5,818 New
EC
3953
Enhancing Capital
Pennsylvania
$1.04M +$1.04M +5,827 New
BA
3954
Ballew Advisors
Mississippi
$1.03M -$1.27M -7,315 -55%
WWM
3955
Wiser Wealth Management
Georgia
$1.03M +$145K +818 +16%
HCA
3956
Hyperion Capital Advisors
New York
$1.03M
SW
3957
Simplicity Wealth
New Jersey
$1.03M +$1.03M +5,781 New
ACA
3958
Aspire Capital Advisors
Washington
$1.03M +$1.03M +5,775 New
JRFS
3959
James Reed Financial Services
Ohio
$1.02M +$1.02M +5,749 New
FWM
3960
FFT Wealth Management
Pennsylvania
$1.02M +$1.02M +5,740 New
MDSL
3961
M.D. Sass LLC
New York
$1.02M +$1.02M +5,740 New
TDWM
3962
Topel & Distasi Wealth Management
California
$1.01M +$1.01M +5,695 New
KTA
3963
Keeley-Teton Advisors
Illinois
$1.01M
IFO
3964
Independent Family Office
New York
$1.01M +$130K +730 +15%
GPA
3965
Guidance Point Advisors
Massachusetts
$1M +$710 +4 +0.1%
CCM
3966
Cullen Capital Management
New York
$1M
MAG
3967
Mokosak Advisory Group
Iowa
$1M +$19K +107 +2%
TCFP
3968
Treasure Coast Financial Planning
Florida
$1M +$1M +5,636 New
EL
3969
Envoi LLC
Minnesota
$1M
PFA
3970
Peak Financial Advisors
Colorado
$1M -$7.99K -45 -0.8%
EF
3971
Empowered Funds
Pennsylvania
$995K +$631K +3,555 +173%
KFSC
3972
Keystone Financial Services (Colorado)
Colorado
$994K +$994K +5,600 New
GWM
3973
Guardian Wealth Management
Illinois
$989K +$989K +5,568 New
LWA
3974
LWS Wealth Advisors
New Jersey
$988K +$248K +1,397 +34%
HWM
3975
HighMark Wealth Management
Minnesota
$986K -$20.1K -113 -2%