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 %
MWM
1851
Merriman Wealth Management
Washington
$15M +$70.7K +398 +0.5%
CC
1852
Callan Capital
California
$15M +$588K +3,309 +4%
FCMC
1853
Founders Capital Management (Connecticut)
Connecticut
$14.9M -$533 -3 -0%
5L
1854
55I LLC
Massachusetts
$14.9M -$1.59M -8,932 -10%
W
1855
WealthOne
New York
$14.9M +$397K +2,237 +3%
PP
1856
Pegasus Partners
Wisconsin
$14.9M -$1.58M -8,877 -10%
MCA
1857
Morris Capital Advisors
Pennsylvania
$14.9M -$109K -612 -0.7%
BCM
1858
Brown Capital Management
Maryland
$14.9M +$1.12M +6,281 +8%
SIP
1859
Stoneridge Investment Partners
Pennsylvania
$14.9M -$1.97M -11,084 -12%
CRIG
1860
Charter Research & Investment Group
Connecticut
$14.9M +$7.1K +40 +0%
JSC
1861
Jackson Square Capital
California
$14.9M +$403K +2,271 +3%
SG
1862
Swarthmore Group
Pennsylvania
$14.9M +$3.74M +21,036 +34%
DE
1863
Day & Ennis
Georgia
$14.9M -$53.6K -302 -0.4%
IRAG
1864
Investment Research & Advisory Group
Georgia
$14.8M +$16.3K +92 +0.1%
CAC
1865
Certified Advisory Corp
Florida
$14.8M -$196K -1,101 -1%
PAS
1866
Professional Advisory Services
Florida
$14.8M -$2.32M -13,076 -14%
OSNBOA
1867
Old Second National Bank of Aurora
Illinois
$14.8M +$1.46M +11,079 +11%
EWM
1868
Evermay Wealth Management
Virginia
$14.8M -$522K -2,942 -3%
TC
1869
Titleist Capital
Texas
$14.8M +$14.8M +83,258 New
NF
1870
Nikulski Financial
Iowa
$14.7M -$316K -1,777 -2%
VCWA
1871
Vanguard Capital Wealth Advisors
Colorado
$14.7M +$262K +1,475 +2%
WMA
1872
Wealth Management Associates
New Jersey
$14.7M -$1.32M -7,443 -8%
HWM
1873
Hemington Wealth Management
Virginia
$14.7M -$5.31M -39,986 -26%
BFC
1874
Bedel Financial Consulting
Indiana
$14.7M +$51K +287 +0.3%
MAWCM
1875
Mine & Arao Wealth Creation & Management
California
$14.7M +$92.9K +523 +0.6%