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 %
CCMINC
2001
Cardinal Capital Management Inc (North Carolina)
North Carolina
$12.8M -$32.5K -183 -0.3%
MFW
2002
Mosaic Family Wealth
Missouri
$12.8M -$223K -1,256 -2%
KCM
2003
KRS Capital Management
Michigan
$12.8M +$12.8M +71,916 New
FSC
2004
Full Sail Capital
Oklahoma
$12.8M -$503K -3,150 -4%
CVM
2005
Cheviot Value Management
California
$12.8M +$265K +1,490 +2%
CIM
2006
Chapman Investment Management
California
$12.7M +$1.67M +9,425 +15%
AIP
2007
Alapocas Investment Partners
Massachusetts
$12.7M +$12.7M +71,765 New
BCPWM
2008
Bradley & Co Private Wealth Management
Florida
$12.7M -$76.7K -432 -0.6%
CHP
2009
Cable Hill Partners
Oregon
$12.7M -$518K -2,916 -4%
LWMM
2010
Legacy Wealth Management (Mississippi)
Mississippi
$12.7M -$61.3K -345 -0.5%
BBWA
2011
Bell & Brown Wealth Advisors
California
$12.7M +$785K +4,471 +7%
HNWAG
2012
High Net Worth Advisory Group
Florida
$12.6M +$12.6M +71,177 New
GCM
2013
Gables Capital Management
Florida
$12.6M -$174K -980 -1%
PFSC
2014
Peoples Financial Services Corp
Pennsylvania
$12.6M +$51.5K +290 +0.4%
ITIM
2015
Indiana Trust & Investment Management
Indiana
$12.5M -$85.8K -483 -0.7%
GL
2016
Gemsstock Ltd
United Kingdom
$12.5M -$6.75M -38,000 -35%
MCM
2017
McDonough Capital Management
Florida
$12.5M +$12.5M +70,569 New
ACG
2018
Allen Capital Group
Nebraska
$12.5M +$29.8K +168 +0.2%
IBOK
2019
Independence Bank of Kentucky
Kentucky
$12.5M -$966K -5,438 -7%
CPWA
2020
Cerro Pacific Wealth Advisors
California
$12.5M -$93.2K -525 -0.7%
CI
2021
Capital International
California
$12.5M -$85.4K -481 -0.7%
WIC
2022
WealthBridge Investment Counsel
Alberta, Canada
$12.5M -$178K -1,003 -1%
BWL
2023
Bogart Wealth LLC
Virginia
$12.5M +$1.47M +8,291 +13%
HZ
2024
Hixon Zuercher
Ohio
$12.5M +$94.5K +532 +0.8%
AWM
2025
Aevitas Wealth Management
Massachusetts
$12.5M -$124K -698 -1%