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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 %
MAM
2526
McCarthy Asset Management
California
$5.42M -$1.83M -12,964 -25%
CIP
2527
Convergence Investment Partners
Florida
$5.42M -$62.3K -440 -1%
CC
2528
Centiva Capital
New York
$5.42M +$5.42M +2,037,881 New
AAM
2529
Auxier Asset Management
Oregon
$5.4M +$21.9K +155 +0.4%
HI
2530
Handelsinvest Investeringsforvaltning
Denmark
$5.38M – – –
MUAMU
2531
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.38M +$2.97M +21,000 +124%
GA
2532
Geller Advisors
New York
$5.38M -$21.4K -151 -0.4%
BSSFA
2533
Baron Silver Stevens Financial Advisors
Florida
$5.38M +$827K +5,845 +18%
KA
2534
Kozak & Associates
Colorado
$5.38M +$5.38M +35,835 New
PTC
2535
Provident Trust Company
Wisconsin
$5.37M +$568K +4,015 +12%
FC
2536
Financial Council
Maryland
$5.36M +$5.36M +37,865 New
CFIA
2537
Cantor Fitzgerald Investment Advisors
New York
$5.35M -$4.1K -29 -0.1%
SSW
2538
Smith Shellnut Wilson
Mississippi
$5.35M +$802K +5,665 +18%
PBO
2539
Peoples Bank (Ohio)
Ohio
$5.35M -$202K -1,430 -4%
RPGK
2540
Retirement Planning Group (Kansas)
Kansas
$5.35M -$1.56K -11 -0%
CIC
2541
Cutler Investment Counsel
Oregon
$5.34M +$2.28M +16,142 +75%
TCPWM
2542
Traverso Chambers Private Wealth Management
California
$5.34M -$163K -1,151 -3%
FIM
2543
FWL Investment Management
Texas
$5.33M -$24.8K -175 -0.5%
TPW
2544
Tiller Private Wealth
Pennsylvania
$5.32M +$274K +1,939 +5%
NWM
2545
Northwest Wealth Management
Iowa
$5.31M -$315K -2,228 -6%
BFWA
2546
Benchmark Financial Wealth Advisors
Florida
$5.31M -$17.7K -125 -0.3%
GDP
2547
Great Diamond Partners
Maine
$5.3M +$611K +4,315 +13%
LGA
2548
Lebenthal Global Advisors
New York
$5.29M -$162K -1,145 -3%
Financial Engines Advisors
2549
Financial Engines Advisors
California
$5.29M +$5.29M +37,382 New
STC
2550
Sarah T. Connolly
$5.29M -$209K -1,475 -4%
100 101
102
103 104