AAPL icon

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 %
SPWM
4276
Straight Path Wealth Management
Michigan
$266K +$266K +1,500 New
HWM
4277
Heirloom Wealth Management
Colorado
$266K +$266K +1,645 New
SC
4278
Shearwater Capital
Colorado
$264K +$264K +1,484 New
NWA
4279
Navis Wealth Advisors
New York
$261K -$8.35K -47 -3%
MAM
4280
Magellan Asset Management
Australia
$261K +$29.8K +168 +13%
CAM
4281
Capco Asset Management
Florida
$257K – – –
WFA
4282
Wipfli Financial Advisors
Wisconsin
$256K +$256K +1,443 New
FA
4283
Financial Advantage
Maryland
$256K -$573K -3,229 -69%
FMC
4284
Financial Management Concepts
Florida
$251K – – –
TI
4285
Truehand Inc
New Hampshire
$250K -$8.87K -50 -3%
PFM
4286
Probabilities Fund Management
New York
$249K -$64K -360 -20%
APSI
4287
Asset Planning Services Inc
Louisiana
$249K +$249K +1,401 New
SFS
4288
Starfox Financial Services
Texas
$249K +$249K +1,498 New
CWM
4289
Comprehensive Wealth Management
Washington
$245K -$59.9K -337 -20%
FFW
4290
Fusion Family Wealth
New York
$242K -$438K -2,465 -64%
RMSCM
4291
R.M. Sincerbeaux Capital Management
New York
$239K +$239K +1,348 New
PIC
4292
Platt Investment Counsel
Florida
$238K +$238K +1,340 New
ACM
4293
American Capital Management
New York
$234K +$234K +1,316 New
GBA
4294
Garrison Bradford & Associates
New York
$229K +$229K +1,288 New
DFC
4295
DBK Financial Counsel
Ohio
$221K +$221K +1,247 New
BBHC
4296
Brown Brothers Harriman & Co
New York
$220K +$1.95K +10,978 +0.9%
ECM
4297
EMC Capital Management
Texas
$218K +$354 +2 +0.2%
TLFA
4298
True Link Financial Advisors
California
$217K – – –
HNWA
4299
Henrickson Nauta Wealth Advisors
Michigan
$216K +$216K +1,339 New
TI
4300
Trigran Investments
Illinois
$213K +$213K +1,200 New
170 171
172
173 174