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3,845 hedge funds and large institutions have $1.36T invested in Apple in 2021 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 1,567 increasing their positions, 1,871 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 83

16% more call options, than puts

Call options by funds: $52.1B | Put options by funds: $44.8B

3% more capital invested

Capital invested by funds: $1.33T → $1.36T (+$34.7B)

1% more funds holding in top 10

Funds holding in top 10: 2,2432,262 (+19)

0.11% more ownership

Funds ownership: 57.14%57.25% (+0.11%)

0% less funds holding

Funds holding: 3,8623,845 (-17)

16% less repeat investments, than reductions

Existing positions increased: 1,567 | Existing positions reduced: 1,871

Holders
3,845
Holders Change
-17
Holders Change %
-0.44%
% of All Funds
67.3%
Holding in Top 10
2,262
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+0.85%
% of All Funds
39.59%
New
116
Increased
1,567
Reduced
1,871
Closed
83
Calls
$52.1B
Puts
$44.8B
Net Calls
+$7.3B
Net Calls Change
-$16.9B
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
226
Huntington National Bank
Ohio
$388M +$175K +1,192 +0%
HTC
227
Haverford Trust Company
Pennsylvania
$387M +$20.5K +139 +0%
SOADOR
228
State of Alaska Department of Revenue
Alaska
$383M -$84.1K -571 -0%
ZIG
229
Zurich Insurance Group
Switzerland
$381M -$15.3M -104,007 -4%
Jacobs Levy Equity Management
230
Jacobs Levy Equity Management
New Jersey
$377M +$6.77M +45,975 +2%
BBVA
231
Banco Bilbao Vizcaya Argentaria
Spain
$377M -$3.82M -25,924 -1%
Bank Julius Baer & Co
232
Bank Julius Baer & Co
Switzerland
$364M +$34.9M +236,909 +6%
MLICM
233
Metropolitan Life Insurance Company (MetLife)
New York
$361M -$12.2M -83,146 -3%
ERSOT
234
Employees Retirement System of Texas
Texas
$361M -$5.45M -37,000 -1%
CI Investments Inc
235
CI Investments Inc
Ontario, Canada
$360M -$2.67M -18,158 -0.7%
Mercer Global Advisors
236
Mercer Global Advisors
Colorado
$357M +$9.73M +66,116 +3%
NAM
237
Nissay Asset Management
Japan
$353M +$21.2M +144,096 +6%
WJWM
238
Williams Jones Wealth Management
New York
$346M -$1.26M -8,543 -0.3%
TPSF
239
Texas Permanent School Fund
Texas
$343M -$26.5M -180,014 -7%
SW
240
SVB Wealth
Massachusetts
$343M +$7.41M +50,343 +2%
IFP
241
Independent Franchise Partners
United Kingdom
$342M -$58.1M -394,755 -14%
MSL
242
Mackay Shields LLC
New York
$340M -$10.4M -70,904 -3%
TRSOTSOK
243
Teachers Retirement System of the State of Kentucky
Kentucky
$334M -$1.65M -11,200 -0.5%
SC
244
Saturna Capital
Washington
$331M -$1.35M -9,194 -0.4%
Alkeon Capital Management
245
Alkeon Capital Management
New York
$329M -$332M -2,256,865 -49%
Primecap Management
246
Primecap Management
California
$329M -$1.21M -8,200 -0.4%
KAS
247
Kestra Advisory Services
Texas
$329M +$18.8M +127,977 +6%
SLAM
248
Swiss Life Asset Management
$322M -$13.9M -94,075 -4%
Millennium Management
249
Millennium Management
New York
$321M -$694M -4,713,490 -68%
IMCOOI
250
Investment Management Corp of Ontario (IMCO)
Canada
$315M +$33.1M +225,000 +11%

AAPL Hedge Fund Activity: Q3 2021 in Review

3,845 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q3 2021, worth a combined $1.36T — up 2.6% from $1.33T a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AAPL positions and 83 closed out — a net gain of 33 holders — while 1,567 added to existing stakes and 1,871 trimmed.

The largest buyer was Bank of America, adding an estimated $848M. The largest seller was JP Morgan Chase, cutting an estimated $2.43B.

  • 3,845 institutional investors held Apple (AAPL) as of Q3 2021, down from 3,862 in Q2 2021.
  • Funds reported $1.36T of Apple stock for Q3 2021, up 2.6% quarter-over-quarter.
  • 116 funds opened new Apple positions in Q3 2021 and 83 closed out, a net change of +33 holders.
  • The largest Apple buyer in Q3 2021 was Bank of America, an estimated $848M added.
  • The largest Apple seller in Q3 2021 was JP Morgan Chase, an estimated $2.43B sold.

Based on aggregated 13F filings for Q3 2021.