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Apple
AAPL

Overview Fund Activity

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

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$39.6B
2
Jane Street
2
Jane Street
New York
$2.89B
3
State Street
3
State Street
Massachusetts
$112B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$5.25B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.5B

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$4.07B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$6.71B
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$2.61B
4
Wells Fargo
4
Wells Fargo
California
$12.7B
5
BlackRock
5
BlackRock
New York
$181B
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
4151
Goodwin Investment Advisory
Georgia
$565K +$19.3K +109 +4%
HCWM
4152
Harrison & Co Wealth Management
Virginia
$565K +$565K +3,182 New
RI
4153
Ridgewood Investments
New Jersey
$558K – – –
HM
4154
Harvest Management
New York
$556K +$94.1K +530 +20%
VCG
4155
Vantage Consulting Group
Virginia
$546K -$69.1K -389 -11%
BA
4156
Bellwether Advisors
Nebraska
$546K +$7.1K +40 +1%
AG
4157
Appleton Group
Wisconsin
$546K +$546K +3,073 New
SA
4158
Syntax Advisors
New York
$546K +$546K +3,075 New
SCM
4159
Stordahl Capital Management
Colorado
$543K – – –
EWM
4160
Endowment Wealth Management
Wisconsin
$540K +$540K +3,038 New
PM
4161
Phraction Management
Connecticut
$536K +$536K +3,016 New
BP
4162
BCK Partners
New York
$533K – – –
CL
4163
CSS LLC
Illinois
$533K +$533K +3,000 New
SH
4164
Svenska Handelsbanken
Sweden
$529K – – –
WAM
4165
Wakefield Asset Management
Colorado
$527K -$7.99K -45 -1%
CJFS
4166
Coulter & Justus Financial Services
Tennessee
$527K +$527K +2,966 New
CCG
4167
Capital CS Group
California
$525K +$274K +1,543 +109%
WCP
4168
Welch Capital Partners
New York
$519K – – –
SI
4169
Shaker Investments
Ohio
$516K -$17.8K -100 -3%
ECM
4170
Elgethun Capital Management
South Dakota
$516K +$34K +187 +7%
TWP
4171
Transparent Wealth Partners
Arkansas
$515K +$515K +2,902 New
PPW
4172
PACK Private Wealth
Minnesota
$506K +$506K +2,849 New
CG
4173
Cutler Group
California
$505K +$443K +2,495 +715%
ES
4174
ETF Store
Kansas
$502K +$502K +2,904 New
KAH
4175
Kathryn A. Hall
$501K +$501K +2,821 New
165 166
167
168 169