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Apple
AAPL

Overview Fund Activity

3,827 hedge funds and large institutions have $1.36T invested in Apple in 2021 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 1,558 increasing their positions, 1,867 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,827
Holders Change
-18
Holders Change %
-0.47%
% of All Funds
67.21%
Holding in Top 10
2,248
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+0.81%
% of All Funds
39.48%
New
115
Increased
1,558
Reduced
1,867
Closed
83
Calls
$52B
Puts
$44.8B
Net Calls
+$7.29B
Net Calls Change
-$16.9B

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$985M
2
Bank of America
Bank of America
North Carolina
+$815M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$809M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$804M
5
Legal & General Group
Legal & General Group
United Kingdom
+$587M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$24.3B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.34B
3
Amundi
Amundi
France
-$1.07B
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.03B
5
KBC Group
KBC Group
Belgium
-$973M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
2501
Gilbert & Cook
Iowa
$5.59M -$40K -283 -0.7%
AO
2502
Advisor OS
Illinois
$5.58M -$173K -1,226 -3%
LA
2503
Latitude Advisors
Florida
$5.55M +$2.75M +19,438 +98%
SIS
2504
Sound Income Strategies
Florida
$5.55M +$653K +4,613 +13%
RTC
2505
Riverview Trust Company
Washington
$5.55M – – –
BL
2506
Balentine LLC
Georgia
$5.54M +$1.86M +13,166 +51%
EWA
2507
Encompass Wealth Advisors
Oregon
$5.53M +$312K +2,204 +6%
SRAM
2508
Spouting Rock Asset Management
Pennsylvania
$5.52M -$1.93M -13,657 -26%
NCM
2509
Next Capital Management
New York
$5.52M -$674K -4,764 -11%
CWM
2510
Connecticut Wealth Management
Connecticut
$5.52M +$266K +1,878 +5%
HCIA
2511
Hochman Cole Investment Advisors
Illinois
$5.52M +$296K +2,091 +6%
EM
2512
ELCO Management
New York
$5.52M -$26K -184 -0.5%
FA
2513
Fountainhead AM
New Jersey
$5.49M -$260K -1,934 -5%
CFS
2514
Capital Financial Services
New York
$5.49M -$2.25M -15,874 -29%
AWA
2515
AmeriServ Wealth Advisors
Pennsylvania
$5.48M -$162K -1,148 -3%
PB
2516
Pinnacle Bancorp
Nebraska
$5.48M +$76.7K +542 +1%
GWM
2517
Gray Wealth Management
Maine
$5.48M +$130K +919 +2%
SG
2518
Somerset Group
Minnesota
$5.48M +$95.9K +678 +2%
RWA
2519
Redhawk Wealth Advisors
Minnesota
$5.47M -$2.73M -19,281 -33%
ARMT
2520
Amica Retiree Medical Trust
Rhode Island
$5.47M -$2.4M -16,970 -31%
MPCG
2521
Matrix Private Capital Group
New York
$5.47M +$98.1K +693 +2%
AWP
2522
Abacus Wealth Partners
California
$5.44M -$27.5K -194 -0.5%
CCM
2523
Cribstone Capital Management
Maine
$5.44M -$74K -523 -1%
PGAM
2524
Princeton Global Asset Management
New Jersey
$5.44M +$179K +1,264 +3%
NERM
2525
New England Research & Management
Illinois
$5.43M – – –
99 100
101
102 103