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 %
OA
1076
Oxbow Advisors
Texas
$36.4M +$661K +3,725 +2%
WIM
1077
Wittenberg Investment Management
Massachusetts
$36.2M -$2.09M -11,750 -5%
DLCIG
1078
D.L. Carlson Investment Group
New Hampshire
$36.2M -$244K -1,372 -0.7%
MCM
1079
Mitchell Capital Management
Kansas
$36.2M +$3.67M +20,665 +11%
CF
1080
Centaurus Financial
California
$36.1M +$457K +2,572 +1%
LSA
1081
L & S Advisors
California
$36.1M -$2.58M -14,540 -7%
TTWM
1082
TCV Trust & Wealth Management
Virginia
$36.1M +$411K +2,317 +1%
AC
1083
Addenda Capital
Quebec, Canada
$36M -$2.58M -14,531 -7%
CCFCSB
1084
Cape Cod Five Cents Savings Bank
Massachusetts
$35.9M -$1.23M -6,952 -3%
TNA
1085
True North Advisors
Texas
$35.9M +$2.47M +13,902 +7%
EW
1086
Evoke Wealth
California
$35.8M -$2.33M -13,285 -6%
RCAMU
1087
Rothschild & Co Asset Management US
Connecticut
$35.6M +$6.42M +36,169 +22%
RCM
1088
RNC Capital Management
California
$35.5M -$5.62M -31,624 -14%
PFA
1089
Paradigm Financial Advisors
Missouri
$35.5M -$1.38M -7,782 -4%
RIM
1090
Regent Investment Management
Kentucky
$35.3M +$478K +2,694 +1%
PIM
1091
Progressive Investment Management
Oregon
$35.3M -$1.14M -6,393 -3%
OWA
1092
Octavia Wealth Advisors
Ohio
$35.3M +$1.59M +8,969 +5%
VCA
1093
Verdence Capital Advisors
Maryland
$35.2M +$69.3K +390 +0.2%
TFO
1094
Tarbox Family Office
California
$35.1M -$3.14M -17,697 -8%
MCA
1095
Martin Capital Advisors
Texas
$35.1M +$35.1M +197,862 New
CA
1096
Cornerstone Advisory
Maryland
$35.1M -$1.41M -7,968 -4%
SAM
1097
SP Asset Management
California
$35M -$56.1K -321 -0.2%
MFW
1098
Meristem Family Wealth
Minnesota
$35M +$73.9K +416 +0.2%
AAS
1099
Annex Advisory Services
Wisconsin
$35M -$73K -411 -0.2%
PAM
1100
Premier Asset Management
Illinois
$35M -$9.94M -55,983 -22%