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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 %
HWM
2576
Howard Wealth Management
Connecticut
$5.12M -$462K -3,263 -8%
RDFA
2577
Ritter Daniher Financial Advisory
Ohio
$5.12M +$135K +957 +3%
LC
2578
LCNB Corp
Ohio
$5.1M +$51.4K +363 +1%
UFG
2579
United Fire Group
Iowa
$5.09M – – –
HGWM
2580
Horst & Graben Wealth Management
Oregon
$5.09M +$3.82K +27 +0.1%
NC
2581
NewSquare Capital
Pennsylvania
$5.09M +$837K +5,914 +20%
SA
2582
Sicart Associates
New York
$5.08M -$587K -4,150 -10%
FSCM
2583
Front Street Capital Management
Montana
$5.08M -$72.2K -510 -1%
JSMC
2584
Jess S. Morgan & Co
California
$5.07M +$190K +1,345 +4%
LIG
2585
Lokken Investment Group
Delaware
$5.07M -$8.49K -60 -0.2%
MWM
2586
Mascoma Wealth Management
New Hampshire
$5.05M +$78.1K +552 +2%
CAWM
2587
Capital Advisors Wealth Management
Washington
$5.05M +$107K +758 +2%
WWM
2588
Wagner Wealth Management
South Carolina
$5.05M -$50.3K -336 -1%
MC
2589
Maverick Capital
Texas
$5.03M +$1.56M +11,051 +45%
GB
2590
Goepper Burkhardt
South Carolina
$5.01M -$4.39K -31 -0.1%
LFG
2591
Larson Financial Group
Missouri
$5M -$69.9K -494 -1%
AG
2592
Algert Global
California
$4.99M -$139K -985 -3%
SNBOSCI
2593
Security National Bank of Sioux City Iowa
Iowa
$4.99M -$1.33M -9,375 -21%
RIM
2594
Redwood Investment Management
Arizona
$4.99M +$38.5K +272 +0.8%
ECM
2595
Exchange Capital Management
Michigan
$4.97M -$633K -4,474 -11%
WCM
2596
Wunderlich Capital Managemnt
Tennessee
$4.97M -$173K -1,221 -3%
GPA
2597
Garrison Point Advisors
California
$4.97M -$68.5K -484 -1%
ZR
2598
Zeno Research
New York
$4.96M -$7.58M -53,567 -60%
BCM
2599
Boltwood Capital Management
California
$4.96M -$99K -700 -2%
DJYG
2600
David J. Yvars Group
Florida
$4.95M -$300K -2,107 -6%
102 103
104
105 106