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 %
MA
1976
Mezzasalma Advisors
New Jersey
$13.1M +$474K +2,670 +4%
NCM
1977
New Capital Management
Texas
$13.1M +$178 +1 +0%
TPA
1978
Trivium Point Advisory
Connecticut
$13.1M +$197K +1,108 +2%
CBT
1979
CoreFirst Bank & Trust
Kansas
$13.1M -$652K -3,670 -5%
DFA
1980
Delta Financial Advisors
Louisiana
$13.1M -$57.2K -322 -0.4%
SC
1981
Solstein Capital
California
$13.1M -$3.21M -18,100 -20%
CWM
1982
Chronos Wealth Management
Florida
$13.1M -$228K -1,283 -2%
BWM
1983
Bulltick Wealth Management
Florida
$13.1M -$7.21M -40,596 -36%
BCCM
1984
Bridge Creek Capital Management
Massachusetts
$13M -$578K -3,253 -4%
ST
1985
Somerset Trust
Pennsylvania
$13M -$548K -3,087 -4%
NB
1986
Nicolet Bankshares
Wisconsin
$13M -$993K -5,589 -7%
CCWA
1987
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13M +$53.1K +299 +0.4%
IF
1988
IRON Financial
Illinois
$13M +$514K +2,894 +4%
HBCM
1989
Heron Bay Capital Management
Michigan
$13M +$123K +694 +1%
EVC
1990
Eidelman Virant Capital
Missouri
$13M -$395K -2,225 -3%
KFS
1991
Kaizen Financial Strategies
California
$12.9M -$1.88M -10,570 -13%
PWA
1992
Physician Wealth Advisors
Utah
$12.9M +$974K +5,656 +8%
HNW
1993
High Note Wealth
Minnesota
$12.9M +$95.5K +538 +0.7%
LF
1994
Lee Financial
Texas
$12.9M -$227K -1,276 -2%
CPA
1995
Clear Perspective Advisors
Illinois
$12.9M +$728K +4,101 +6%
MIM
1996
Morningstar Investment Management
Illinois
$12.9M +$12.9M +72,710 New
TWM
1997
Triton Wealth Management
Arizona
$12.9M -$396K -2,258 -3%
NWM
1998
Nicola Wealth Management
British Columbia, Canada
$12.9M +$533K +3,000 +4%
V
1999
VeraBank
Texas
$12.9M +$414K +2,330 +3%
T
2000
TCWP
Ohio
$12.8M +$12.8M +72,163 New