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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 %
HFM
4251
Hartford Funds Management
Pennsylvania
$300K +$300K +1,687 New
FF
4252
Friedenthal Financial
New Jersey
$300K +$300K +1,690 New
HC
4253
Hoese & Co
Minnesota
$299K – – –
SWA
4254
Sightline Wealth Advisors
Connecticut
$299K – – –
MWM
4255
Magnolia Wealth Management
Alabama
$297K +$297K +1,670 New
BAG
4256
Briggs Advisory Group
Rhode Island
$293K +$293K +1,652 New
LCWP
4257
Legacy Capital Wealth Partners
Arkansas
$291K +$3.01K +17 +1%
JCM
4258
J2 Capital Management
Michigan
$288K +$288K +1,622 New
UA
4259
Unison Advisors
District of Columbia
$286K – – –
WFS
4260
Weitzel Financial Services
Iowa
$286K +$286K +1,609 New
CIA
4261
Citadel Investment Advisory
Ohio
$284K – – –
PWM
4262
Pacific Wealth Management
California
$281K – – –
HSA
4263
Hussman Strategic Advisors
Maryland
$275K – – –
TCM
4264
TimesSquare Capital Management
New York
$274K +$274K +1,544 New
BIM
4265
Bullseye Investment Management
Ohio
$274K +$274K +1,545 New
MG
4266
MilWealth Group
Wisconsin
$273K – – –
BCM
4267
Brookmont Capital Management
Texas
$273K +$15.8K +89 +6%
BFA
4268
Brown Financial Advisory
Alabama
$273K +$273K +1,537 New
William Blair Investment Management
4269
William Blair Investment Management
Illinois
$273K +$273K +1,540 New
FLA
4270
Financial Life Advisors
Texas
$270K – – –
Mawer Investment Management
4271
Mawer Investment Management
Alberta, Canada
$270K – – –
OKSA
4272
O'Keefe Stevens Advisory
New York
$270K – – –
GWM
4273
GoalFusion Wealth Management
Texas
$268K +$268K +2,200 New
GCM
4274
Gladius Capital Management
Illinois
$267K +$257K +1,444 +2,490%
CWP
4275
Corepath Wealth Partners
Arizona
$266K +$4.31K +25 +2%
169 170
171
172 173