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 %
FWM
2151
Fairhaven Wealth Management
Illinois
$11.3M -$821K -4,621 -7%
AFM
2152
Andesa Financial Management
Pennsylvania
$11.3M -$173K -974 -2%
LFA
2153
Legacy Financial Advisors
Kentucky
$11.3M +$357K +2,010 +3%
HCM
2154
Highlander Capital Management
New Jersey
$11.3M -$355K -1,999 -3%
BEC
2155
Blue Edge Capital
Virginia
$11.3M -$10.3K -58 -0.1%
OCM
2156
Once Capital Management
New York
$11.3M +$11.3M +63,450 New
IWS
2157
Insight Wealth Strategies
California
$11.3M -$62.3K -351 -0.6%
SWP
2158
Strategic Wealth Partners
Ohio
$11.2M +$581K +3,274 +5%
FP
2159
Financial Perspectives
Minnesota
$11.2M +$2.31K +13 +0%
ICM
2160
IMS Capital Management
Oregon
$11.2M -$3.37K -19 -0%
EM
2161
Excalibur Management
Massachusetts
$11.2M -$392K -2,205 -3%
WPC
2162
Wedmont Private Capital
Pennsylvania
$11.2M +$11.2M +64,970 New
TFA
2163
Triad Financial Advisors
North Carolina
$11.2M +$11.2M +62,880 New
SRC
2164
Sage Rhino Capital
California
$11.2M -$49K -276 -0.4%
CWAG
2165
Compton Wealth Advisory Group
Virginia
$11.2M +$81K +456 +0.7%
FCMT
2166
Founders Capital Management (Texas)
Texas
$11.1M -$289K -1,629 -3%
CFA
2167
CWS Financial Advisors
Michigan
$11.1M +$11.1M +62,576 New
SAM
2168
Stansberry Asset Management
Texas
$11.1M +$1.24M +6,991 +13%
SWM
2169
Sugarloaf Wealth Management
Georgia
$11.1M -$137K -770 -1%
FCT
2170
First Community Trust
Iowa
$11.1M +$11.1M +62,458 New
JHCP
2171
Jackson Hole Capital Partners
Oklahoma
$11.1M +$341K +1,920 +3%
CNWM
2172
Clay Northam Wealth Management
California
$11.1M +$11.1M +62,353 New
CA
2173
Cambridge Advisors
Nebraska
$11.1M -$482K -2,714 -4%
HBWM
2174
Hollow Brook Wealth Management
New York
$11.1M +$1.98M +11,146 +22%
CIM
2175
CIM Investment Management
Pennsylvania
$11.1M -$1.24M -6,963 -10%