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 %
LP
2026
Lloyd Park
Illinois
$12.5M +$12.5M +70,224 New
AWS
2027
AJ Wealth Strategies
New York
$12.5M +$2.23M +12,578 +22%
FAG
2028
Fortitude Advisory Group
Washington
$12.4M +$12.4M +70,080 New
GG
2029
Golden Green
South Carolina
$12.4M -$31.8K -179 -0.3%
BCA
2030
Bray Capital Advisors
Florida
$12.4M +$92.3K +520 +0.7%
JSL
2031
JT Stratford LLC
Georgia
$12.4M +$193K +1,088 +2%
FFS
2032
Founders Financial Securities
Maryland
$12.4M -$382K -2,154 -3%
GU
2033
Georgetown University
District of Columbia
$12.4M +$12.4M +69,691 New
HIS
2034
Horizon Investment Services
Indiana
$12.4M +$63.7K +359 +0.5%
GFG
2035
Greystone Financial Group
Michigan
$12.3M +$1.82M +10,276 +17%
KWS
2036
Keystone Wealth Services
California
$12.3M +$12.3M +69,422 New
AW
2037
Alaethes Wealth
Nevada
$12.3M +$16.3K +92 +0.1%
ATFA
2038
All Terrain Financial Advisors
Minnesota
$12.3M -$147K -829 -1%
OCM
2039
Orleans Capital Management
Louisiana
$12.3M +$184K +1,037 +2%
SC
2040
Stolper & Co
Oklahoma
$12.3M -$88.1K -496 -0.7%
JF
2041
JSF Financial
California
$12.3M -$3.78M -21,272 -24%
HHAA
2042
Henry H. Armstrong Associates
Pennsylvania
$12.3M -$594K -3,344 -5%
PFA
2043
Pure Financial Advisors
California
$12.3M +$716K +4,034 +6%
OHWP
2044
Oak Harbor Wealth Partners
North Carolina
$12.3M +$12.3M +69,150 New
CMS
2045
Capital Market Strategies
Florida
$12.3M +$12.3M +69,109 New
CWA
2046
Consilium Wealth Advisory
Texas
$12.3M +$12.3M +69,102 New
ACM
2047
Avalon Capital Management
California
$12.3M +$246K +1,388 +2%
IDA
2048
Intelligence Driven Advisers
California
$12.3M +$105K +658 +0.9%
CP
2049
Corbenic Partners
Pennsylvania
$12.2M +$430K +2,421 +4%
EWA
2050
EverSource Wealth Advisors
Alabama
$12.2M +$12.2M +68,916 New