3,828 hedge funds and large institutions have $1.17T invested in Apple in 2021 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,528 increasing their positions, 1,938 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,828
Holders Change
-4
Holders Change %
-0.1%
% of All Funds
67.41%
Holding in Top 10
2,201
Holding in Top 10 Change
-169
Holding in Top 10 Change %
-7.13%
% of All Funds
38.76%
New
161
Increased
1,528
Reduced
1,938
Closed
116
Calls
$33B
Puts
$38.9B
Net Calls
-$5.9B
Net Calls Change
-$5.96B
Name Holding Trade Value Shares
Change
Shares
Change %
IAP
2451
Indie Asset Partners
Indiana
$5.41M -$806K -6,599 -13%
FSA
2452
Financial Sense Advisors
California
$5.4M +$37.5K +307 +0.7%
CIP
2453
Convergence Investment Partners
Florida
$5.39M -$77.7K -636 -1%
BZWA
2454
Blue Zone Wealth Advisors
California
$5.39M +$49.2K +403 +0.9%
CWM
2455
Connecticut Wealth Management
Connecticut
$5.39M +$101K +830 +2%
SCM
2456
Spreng Capital Management
Ohio
$5.38M +$125K +1,022 +2%
OPA
2457
Old Port Advisors
Maine
$5.38M +$41.9K +343 +0.8%
NED
2458
Nancy E. Dempze
$5.38M -$509K -4,167 -9%
PD
2459
Planning Directions
Pennsylvania
$5.37M +$48K +393 +0.9%
JBA
2460
Johnson Bixby & Associates
Washington
$5.35M +$98.8K +809 +2%
CWM
2461
Concentrum Wealth Management
California
$5.35M -$111K -906 -2%
LP
2462
LMR Partners
United Kingdom
$5.35M -$10.1M -82,762 -65%
TBNY
2463
Trustco Bank (New York)
New York
$5.33M +$2.81K +23 +0.1%
RFM
2464
Royal Fund Management
Florida
$5.33M +$1.09M +8,931 +26%
SNBOSD
2465
Security National Bank of So Dak
Iowa
$5.33M +$219K +1,790 +4%
AO
2466
Advisor OS
Illinois
$5.32M +$139K +1,141 +3%
VDI
2467
Vaughan David Investments
Illinois
$5.31M +$1.04M +8,530 +24%
AFG
2468
Allegheny Financial Group
Pennsylvania
$5.31M -$365K -2,985 -6%
SV
2469
Sturgeon Ventures
United Kingdom
$5.28M +$34.2K +280 +0.7%
BSA
2470
Bull Street Advisors
Georgia
$5.25M -$131K -1,069 -2%
LDFR
2471
Lehman & Derafelo Financial Resources
Pennsylvania
$5.25M -$4.03K -33 -0.1%
GFPC
2472
Global Financial Private Client
Florida
$5.24M +$466K +3,785 +10%
RA
2473
Rational Advisors
New York
$5.24M +$410K +3,359 +8%
CST
2474
Charles Schwab Trust
Nevada
$5.22M -$443K -3,600 -8%
JFA
2475
JNBA Financial Advisors
Minnesota
$5.22M +$174K +1,425 +3%