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 %
BAAM
701
Baker Avenue Asset Management
California
$66.3M +$5.13M +28,901 +8%
AIS
702
AM Investment Strategies
Tennessee
$66.2M +$1.39M +7,801 +2%
TSW
703
Thompson Siegel & Walmsley
Virginia
$66.1M +$5.2M +29,263 +9%
DA
704
Dillon & Associates
Michigan
$66M -$2.3M -12,945 -3%
RSWM
705
Robertson Stephens Wealth Management
California
$65.7M +$18.8M +105,687 +40%
KA
706
Kintegral Advisory
New York
$65.5M
WP
707
Wedgewood Partners
Missouri
$65.2M -$1.44M -8,101 -2%
SCM
708
SCS Capital Management
Massachusetts
$65.2M +$11.7M +65,972 +22%
VIM
709
Vancity Investment Management
British Columbia, Canada
$65.2M +$753K +4,238 +1%
CFA
710
Carroll Financial Associates
North Carolina
$65.1M +$3.48M +19,283 +6%
PG
711
Pendal Group
Australia
$65M +$23.1M +130,052 +55%
IA
712
IFP Advisors
Florida
$64.9M -$4.21M -23,699 -6%
SP
713
Sarasin & Partners
United Kingdom
$64.8M -$27.5M -154,995 -30%
IWM
714
IHT Wealth Management
Illinois
$64.6M +$454K +2,558 +0.7%
WG
715
Welch Group
Alabama
$64.6M +$558K +3,143 +0.9%
USCWA
716
U.S. Capital Wealth Advisors
Texas
$64.5M -$3.16M -17,801 -5%
MTC
717
McDaniel Terry & Co
Texas
$64.4M +$1.15M +6,457 +2%
ECM
718
Evergreen Capital Management
Washington
$64.4M +$2.15M +12,131 +3%
WSTAM
719
Wilbanks Smith & Thomas Asset Management
Virginia
$64.2M -$335K -1,887 -0.5%
ZIC
720
ZWJ Investment Counsel
Georgia
$64.2M +$64.2M +361,301 New
BFA
721
Beaumont Financial Advisors
Massachusetts
$64.1M -$781K -4,398 -1%
PCA
722
Private Capital Advisors
Connecticut
$64M -$560K -3,153 -0.9%
DMIC
723
Dixon Mitchell Investment Counsel
British Columbia, Canada
$64M +$1.4M +7,901 +2%
HSA
724
HBK Sorce Advisory
Pennsylvania
$63.8M +$2.98M +16,772 +5%
ACM
725
Academy Capital Management
Texas
$63.8M -$526K -2,962 -0.8%