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 %
WIC
1126
Woodmont Investment Counsel
Tennessee
$33.9M +$194K +1,091 +0.6%
LW
1127
Linscomb Wealth
Texas
$33.8M -$397K -2,238 -1%
JWM
1128
JGP Wealth Management
Oregon
$33.8M +$808K +4,622 +2%
TW
1129
TrinityPoint Wealth
Connecticut
$33.8M +$891K +5,015 +3%
JFA
1130
Johanson Financial Advisors
California
$33.7M -$284K -1,599 -0.8%
MAM
1131
Mark Asset Management
New York
$33.7M +$675K +3,801 +2%
LSAG
1132
Lake Street Advisors Group
New Hampshire
$33.7M +$1.16M +6,529 +4%
GLLW
1133
Graves Light Lenhart Wealth
Virginia
$33.6M +$970K +5,465 +3%
NCM
1134
Novare Capital Management
North Carolina
$33.5M +$533 +3 +0%
KAS
1135
Kemnay Advisory Services
New York
$33.5M -$5.46M -30,734 -14%
ST
1136
Smithfield Trust
Pennsylvania
$33.5M -$90.8K -511 -0.3%
NFG
1137
Nadler Financial Group
Illinois
$33.5M -$80.1K -451 -0.2%
HAIM
1138
Hunter Associates Investment Management
Pennsylvania
$33.5M +$2.96M +16,651 +10%
PAG
1139
Private Advisory Group
Washington
$33.5M +$2.06M +11,594 +7%
SAM
1140
SignalPoint Asset Management
Missouri
$33.4M -$437K -2,461 -1%
SHGA
1141
Sand Hill Global Advisors
California
$33.4M -$2.26M -12,724 -6%
VWA
1142
Visionary Wealth Advisors
Illinois
$33.3M +$33.3M +187,606 New
GIA
1143
GHP Investment Advisors
Colorado
$33.3M -$884K -4,981 -3%
B
1144
Brightworth
Georgia
$33.2M -$135K -763 -0.4%
BLAM
1145
Bourne Lent Asset Management
New York
$33.2M -$22.2K -125 -0.1%
WA
1146
Wealth Alliance
New York
$33.1M -$36.2K -204 -0.1%
LWM
1147
Lyell Wealth Management
California
$33.1M +$99.3K +559 +0.3%
DWM
1148
Dorchester Wealth Management
Quebec, Canada
$33M +$3.95M +22,237 +14%
ATPW
1149
Ashton Thomas Private Wealth
Arizona
$33M +$13.5M +76,133 +69%
PCA
1150
Pallas Capital Advisors
Massachusetts
$33M +$126K +777 +0.4%