3,828 hedge funds and large institutions have $1.17T invested in Apple in 2021 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,528 increasing their positions, 1,938 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,828
Holders Change
-4
Holders Change %
-0.1%
% of All Funds
67.41%
Holding in Top 10
2,201
Holding in Top 10 Change
-169
Holding in Top 10 Change %
-7.13%
% of All Funds
38.76%
New
161
Increased
1,528
Reduced
1,938
Closed
116
Calls
$33B
Puts
$38.9B
Net Calls
-$5.9B
Net Calls Change
-$5.96B
Name Holding Trade Value Shares
Change
Shares
Change %
IA
1376
IFG Advisory
Georgia
$17.7M +$445K +3,643 +3%
AWA
1377
Arete Wealth Advisors
Illinois
$17.7M +$558K +4,571 +3%
CWG
1378
Cornerstone Wealth Group
North Carolina
$17.7M +$2.67M +19,995 +18%
PT
1379
Plimoth Trust
Massachusetts
$17.7M -$153K -1,250 -0.9%
TNA
1380
True North Advisors
Texas
$17.7M -$32.5K -266 -0.2%
CAAS
1381
Capital Asset Advisory Services
Michigan
$17.7M +$17.7M +144,493 New
PPW
1382
Parcion Private Wealth
Washington
$17.6M +$5.76M +47,136 +48%
CB
1383
Cadence Bank
Mississippi
$17.6M -$2.71M -22,162 -13%
FMWA
1384
Forvis Mazars Wealth Advisors
Missouri
$17.6M -$9.89M -80,925 -36%
TA
1385
TruWealth Advisors
Louisiana
$17.6M +$602K +4,928 +4%
BFA
1386
Benedict Financial Advisors
Georgia
$17.5M +$3.58M +29,321 +26%
WA
1387
Winfield Associates
Ohio
$17.5M -$402K -3,288 -2%
WPP
1388
Whalerock Point Partners
Rhode Island
$17.5M +$237K +1,941 +1%
RCAG
1389
Rehmann Capital Advisory Group
Michigan
$17.5M -$325K -2,666 -2%
PCMK
1390
Paragon Capital Management (Kansas)
Kansas
$17.4M -$727K -5,414 -4%
WAM
1391
Wallington Asset Management
Indiana
$17.4M -$4.12M -33,717 -19%
TIA
1392
Traphagen Investment Advisors
New Jersey
$17.3M -$6.96M -57,463 -29%
CAL
1393
Capital Analysts LLC
Pennsylvania
$17.3M +$4.56M +37,317 +36%
SAM
1394
Security Asset Management
New York
$17.3M +$450K +3,681 +3%
CFG
1395
Cooper Financial Group
California
$17.3M -$4.35M -35,651 -20%
TGCMU
1396
Titan Global Capital Management USA
New York
$17.3M +$4.22M +34,532 +32%
RGI
1397
River Global Investors
United Kingdom
$17.3M -$849K -6,950 -5%
LOAME
1398
Lombard Odier Asset Management (Europe)
United Kingdom
$17.3M -$13.8M -113,003 -44%
FC
1399
Fulcrum Capital
Washington
$17.2M -$45.8K -375 -0.3%
SXL
1400
Summit X LLC
Missouri
$17.2M +$895K +7,335 +5%