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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 %
TFA
4226
Tranquilli Financial Advisor
New Jersey
$357K – – –
LBA
4227
Letko, Brosseau & Associates
Quebec, Canada
$355K – – –
GPC
4228
Garrison Point Capital
California
$355K – – –
JRP
4229
Jasper Ridge Partners
California
$351K – – –
CBT
4230
Capital Bank & Trust
California
$348K – – –
VPI
4231
Value Partners Investments
Manitoba, Canada
$347K +$45.3K +256 +15%
EP
4232
Equius Partners
California
$347K +$347K +1,956 New
WIC
4233
Wilkins Investment Counsel
Massachusetts
$334K – – –
CFS
4234
Cannon Financial Strategists
Georgia
$334K – – –
SFG
4235
Socha Financial Group
New York
$333K +$333K +1,875 New
CCM
4236
Crabel Capital Management
California
$332K -$130K -735 -28%
AA
4237
AF Advisors
California
$331K +$177 +1 +0.1%
DAL
4238
Delta Accumulation LLC
California
$330K +$330K +1,858 New
IIM
4239
Ironwood Investment Management
Massachusetts
$326K – – –
SWA
4240
ShankerValleau Wealth Advisors
Illinois
$322K +$322K +1,812 New
SCA
4241
Stuart Chaussee & Associates
California
$318K +$17.6K +99 +6%
RC
4242
Randolph Company
Ohio
$315K – – –
DJFS
4243
Dean Jacobson Financial Services
Texas
$314K +$314K +1,770 New
ETS
4244
ESL Trust Services
New York
$309K -$17.8K -100 -5%
PC
4245
Prairiewood Capital
North Dakota
$309K – – –
TC
4246
TAGStone Capital
North Carolina
$306K +$306K +1,724 New
CM
4247
Cornerstone Management
Georgia
$304K +$9.05K +51 +3%
DRS
4248
Deane Retirement Strategies
Louisiana
$303K – – –
GCIA
4249
Gabelli & Co Investment Advisers
New York
$303K +$6.22K +35 +2%
TWM
4250
Tanglewood Wealth Management
Texas
$301K +$301K +1,696 New
168 169
170
171 172