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 %
CWA
4051
Cornerstone Wealth Advisors
Minnesota
$803K +$100K +566 +14%
LPWM
4052
Lake Point Wealth Management
Texas
$787K +$118K +665 +18%
ARS
4053
Adirondack Retirement Specialists
New York
$783K
JWM
4054
JFG Wealth Management
Colorado
$778K -$1.07M -6,029 -58%
LODC
4055
Lanham O'Dell & Company
West Virginia
$771K +$771K +4,341 New
CG
4056
Castellan Group
Kentucky
$768K -$5.15M -28,976 -87%
FW
4057
FirstPurpose Wealth
Utah
$768K +$768K +4,326 New
MWM
4058
McNaughton Wealth Management
California
$767K +$21.9K +127 +3%
MCA
4059
Maryland Capital Advisors
Maryland
$766K +$766K +4,316 New
VST
4060
Van Strum & Towne
California
$764K -$8.88K -50 -1%
GWAM
4061
Guardian Wealth Advisors (Minnesota)
Minnesota
$764K +$178 +1 +0%
HA
4062
HFG Advisors
Ohio
$763K +$763K +4,296 New
CRCM
4063
Corbett Road Capital Management
Virginia
$761K -$77.5K -436 -9%
DSN
4064
D. Scott Neal
Kentucky
$761K +$330K +1,857 +76%
TC
4065
Tacita Capital
Ontario, Canada
$760K
SCM
4066
Shapiro Capital Management
Georgia
$755K -$44.4K -250 -6%
MIM
4067
Meixler Investment Management
Arizona
$750K +$750K +4,222 New
SA
4068
SWM Advisors
Florida
$750K +$750K +4,256 New
HHRDM
4069
H&H Retirement Design & Management
Nevada
$745K -$97K -596 -12%
CC
4070
Codex Capital
New York
$743K -$885K -5,000 -54%
RL
4071
Ruffer LLP
United Kingdom
$742K -$130K -714 -15%
FCM
4072
Fairbanks Capital Management
California
$742K +$742K +4,176 New
SOAG
4073
Silver Oak Advisory Group
Oregon
$742K +$742K +4,177 New
MUMSS
4074
Mitsubishi UFJ Morgan Stanley Securities
Japan
$739K -$119M -670,730 -99%
SFMG
4075
Sage Financial Management Group
Virginia
$739K +$739K +4,163 New