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 %
BRM
2201
Boston Research & Management
Massachusetts
$10.8M -$469K -2,640 -4%
EFSCE
2202
Enterprise Financial Services Corp (EFSC)
Missouri
$10.8M -$5.14M -28,955 -32%
RIM
2203
Redwood Investment Management
Arizona
$10.8M +$4.54M +25,545 +72%
KNW
2204
Kesler Norman & Wride
Utah
$10.8M -$43.5K -245 -0.4%
WMP
2205
Wealth Management Partners
Arizona
$10.8M -$108K -611 -1%
CCA
2206
Clearwater Capital Advisors
Illinois
$10.8M -$43.9K -247 -0.4%
MA
2207
Menlo Advisors
California
$10.8M -$907K -5,110 -8%
HGERS
2208
Householder Group Estate & Retirement Specialist
Arizona
$10.8M +$10.8M +60,573 New
BI
2209
Ballast Inc
Kentucky
$10.7M +$84.2K +474 +0.8%
TI
2210
Truepoint Inc
Ohio
$10.7M +$409K +2,303 +4%
KWM
2211
Keebeck Wealth Management
Illinois
$10.7M +$431K +2,425 +4%
NWM
2212
NEIRG Wealth Management
Massachusetts
$10.7M +$10.7M +60,407 New
BIA
2213
Barry Investment Advisors
Massachusetts
$10.7M -$75.3K -424 -0.7%
CFSG
2214
Clark Financial Services Group
Missouri
$10.7M +$552K +3,106 +5%
SAM
2215
Socorro Asset Management
Texas
$10.7M -$931K -5,243 -8%
HPWM
2216
Highland Private Wealth Management
Washington
$10.7M -$288K -1,624 -3%
P
2217
&Partners
Tennessee
$10.7M -$95K -535 -0.9%
TWM
2218
Tanager Wealth Management
United Kingdom
$10.7M +$10.7M +60,143 New
CT
2219
Clearstead Trust
Maine
$10.7M -$74.8K -421 -0.7%
CSB
2220
City State Bank
Iowa
$10.7M +$10.7M +60,096 New
CSA
2221
Cottage Street Advisors
Massachusetts
$10.7M -$651K -3,665 -6%
PAM
2222
Peninsula Asset Management
Florida
$10.7M -$267K -1,502 -2%
BVLP
2223
Bailey Value Limited Partnership
Massachusetts
$10.7M +$10.7M +60,000 New
RCA
2224
Roberts Capital Advisors
Colorado
$10.7M +$10.7M +60,000 New
BCM
2225
Bourgeon Capital Management
Connecticut
$10.6M -$165K -930 -2%