3,845 hedge funds and large institutions have $1.33T invested in Apple in 2021 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 1,648 increasing their positions, 1,790 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,845
Holders Change
+17
Holders Change %
+0.44%
% of All Funds
67.13%
Holding in Top 10
2,230
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+1.32%
% of All Funds
38.93%
New
154
Increased
1,648
Reduced
1,790
Closed
88
Calls
$64.9B
Puts
$40.7B
Net Calls
+$24.2B
Net Calls Change
+$30.1B
Name Holding Trade Value Shares
Change
Shares
Change %
SMA
2076
Sage Mountain Advisors
Georgia
$8.82M +$893K +6,522 +11%
CRWM
2077
Castle Rock Wealth Management
California
$8.8M +$31.9K +219 +0.4%
DA
2078
Duality Advisers
Florida
$8.8M +$8.8M +64,248 New
WAM
2079
WNY Asset Management
New York
$8.78M -$4.79K -35 -0.1%
BRM
2080
Boston Research & Management
Massachusetts
$8.77M -$137K -1,002 -2%
LFM
2081
Lumina Fund Management
New York
$8.77M
NG
2082
NWK Group
California
$8.75M +$12.1K +88 +0.1%
MC
2083
Martin & Co
Tennessee
$8.74M -$448K -3,271 -5%
BAM
2084
Baldrige Asset Management
Pennsylvania
$8.74M -$14K -102 -0.2%
MPAM
2085
Murphy Pohlad Asset Management
Minnesota
$8.74M -$162K -1,182 -2%
BCM
2086
Bourgeon Capital Management
Connecticut
$8.74M +$112K +817 +1%
SRC
2087
Sage Rhino Capital
California
$8.71M +$168K +1,230 +2%
EF
2088
Exeter Financial
Arizona
$8.71M +$262K +1,871 +3%
RFWA
2089
RPg Family Wealth Advisory
Massachusetts
$8.7M +$8.7M +63,536 New
CSA
2090
Cottage Street Advisors
Massachusetts
$8.7M -$125K -913 -1%
NWS
2091
Newport Wealth Strategies
California
$8.69M +$21K +153 +0.2%
CA
2092
Capital Advantage
California
$8.68M -$2.29M -16,754 -21%
BEC
2093
Blue Edge Capital
Virginia
$8.67M -$174K -1,274 -2%
CWA
2094
Clarus Wealth Advisors
Arizona
$8.66M +$22.5K +156 +0.3%
ZF
2095
Zhang Financial
Michigan
$8.65M +$139K +1,012 +2%
ICM
2096
IMS Capital Management
Oregon
$8.65M -$93.7K -684 -1%
SAM
2097
Socorro Asset Management
Texas
$8.64M +$2.35M +17,193 +37%
CAC
2098
Core Alternative Capital
Georgia
$8.64M +$1.47M +10,735 +21%
COI
2099
Connable Office Inc
Michigan
$8.63M -$267K -1,947 -3%
BAM
2100
Bruderman Asset Management
New York
$8.63M +$74.2K +542 +0.9%