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 %
PG
1626
Patten Group
Tennessee
$13.4M +$21.3K +174 +0.2%
PWM
1627
Paulson Wealth Management
Illinois
$13.4M +$11.5M +85,443 +611%
ERWM
1628
Elk River Wealth Management
Colorado
$13.4M +$303K +2,483 +2%
ANRIA
1629
American National Registered Investment Advisor
Texas
$13.3M -$1.17M -9,550 -8%
DPIM
1630
Duff & Phelps Investment Management
Illinois
$13.3M +$707K +5,785 +6%
CPA
1631
Capital Planning Advisors
California
$13.3M -$1.34M -10,943 -9%
VW
1632
Vantage Wealth
California
$13.3M -$135K -1,105 -1%
BL
1633
BFSG LLC
California
$13.3M -$112K -916 -0.8%
PWMG
1634
Prestige Wealth Management Group
New Jersey
$13.3M +$61.7K +505 +0.5%
BOS
1635
Bingham Osborn & Scarborough
California
$13.2M +$137K +1,123 +1%
RGC
1636
Roberts, Glore & Co
Illinois
$13.2M -$101K -824 -0.8%
LB
1637
Leo Brokerage
Texas
$13.2M +$861K +7,049 +7%
CBT
1638
CoreFirst Bank & Trust
Kansas
$13.2M -$136K -1,116 -1%
SAF
1639
Smith Anglin Financial
Texas
$13.2M +$267K +2,189 +2%
WC
1640
Westhampton Capital
North Carolina
$13.2M -$186K -1,524 -1%
Optiver Holding
1641
Optiver Holding
Netherlands
$13.2M +$13.2M +107,899 New
FMI
1642
F/M Investments
District of Columbia
$13.2M +$92.1K +754 +0.7%
IWA
1643
IBEX Wealth Advisors
New Jersey
$13.2M -$2.18M -17,809 -14%
HHGA
1644
Halbert Hargrove Global Advisors
California
$13.2M -$631K -5,166 -5%
RPWA
1645
Regent Peak Wealth Advisors
Georgia
$13.1M +$161K +1,318 +1%
GD
1646
Grandfield & Dodd
New York
$13.1M -$111K -912 -0.8%
CCA
1647
Catalyst Capital Advisors
New York
$13.1M -$978K -8,003 -7%
PFA
1648
Pinnacle Family Advisors
Missouri
$13.1M -$1.41M -11,524 -10%
PHS
1649
Pekin Hardy Strauss
Illinois
$13M +$693K +5,670 +6%
RC
1650
RBO & Co
California
$13M +$59.4K +486 +0.5%