3,832 hedge funds and large institutions have $1.31T invested in Apple in 2020 Q4 according to their latest regulatory filings, with 527 funds opening new positions, 1,345 increasing their positions, 1,778 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,832
Holders Change
+399
Holders Change %
+11.62%
% of All Funds
67.99%
Holding in Top 10
2,370
Holding in Top 10 Change
+235
Holding in Top 10 Change %
+11.01%
% of All Funds
42.05%
New
527
Increased
1,345
Reduced
1,778
Closed
75
Calls
$47.2B
Puts
$47.2B
Net Calls
+$60.9M
Net Calls Change
-$2.43B
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
2026
Triton Wealth Management
Arizona
$9.42M +$60K +458 +0.6%
JFL
2027
Jarislowsky, Fraser Ltd
Quebec, Canada
$9.42M +$397K +2,995 +4%
BMCM
2028
Bryn Mawr Capital Management
Pennsylvania
$9.41M +$186K +1,405 +2%
MAM
2029
McLean Asset Management
Virginia
$9.39M +$9.39M +70,797 New
LF
2030
Lee Financial
Texas
$9.39M -$1.39M -10,470 -13%
LPIC
2031
LeJeune Puetz Investment Counsel
Michigan
$9.39M -$320K -2,410 -3%
BEC
2032
Blue Edge Capital
Virginia
$9.35M -$1.87M -14,087 -17%
FCT
2033
Family Capital Trust
Massachusetts
$9.33M -$4.64K -35 -0%
EM
2034
Excalibur Management
Massachusetts
$9.31M -$430K -3,244 -4%
HFM
2035
Hartford Financial Management
Connecticut
$9.31M -$319K -2,401 -3%
AWS
2036
Arkfeld Wealth Strategies
Nebraska
$9.3M -$529K -4,109 -5%
MPAM
2037
Murphy Pohlad Asset Management
Minnesota
$9.3M -$611K -4,603 -6%
HNW
2038
High Note Wealth
Minnesota
$9.3M +$9.3M +70,100 New
ACM
2039
Alight Capital Management
New York
$9.29M
RCM
2040
Ratan Capital Management
Florida
$9.29M +$9.29M +70,000 New
CA
2041
Cambridge Advisors
Nebraska
$9.27M -$79.5K -599 -0.8%
KAM
2042
Knightsbridge Asset Management
California
$9.26M -$578K -4,355 -6%
TWM
2043
TriaGen Wealth Management
California
$9.26M +$9.26M +69,764 New
AWM
2044
Aevitas Wealth Management
Massachusetts
$9.25M -$212K -1,596 -2%
GPFA
2045
Game Plan Financial Advisors
Ohio
$9.25M +$860K +6,466 +10%
HPWA
2046
Hall Private Wealth Advisors
North Carolina
$9.25M +$9.25M +69,702 New
CI
2047
CX Institutional
Indiana
$9.25M -$1.46M -11,015 -14%
AFM
2048
Abbot Financial Management
Massachusetts
$9.24M -$257K -1,937 -3%
CHP
2049
Cable Hill Partners
Oregon
$9.24M -$80.7K -608 -0.9%
FDS
2050
Freedom Day Solutions
Texas
$9.22M -$1.18M -8,906 -11%