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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 %
TFF
2601
The Family Firm
Maryland
$4.94M +$2.15M +14,418 +77%
OCM
2602
Osterweis Capital Management
California
$4.94M – – –
OFA
2603
Oak Family Advisors
Illinois
$4.92M -$187K -1,322 -4%
DM
2604
Diker Management
New York
$4.92M +$283 +2 +0%
RB
2605
Rodgers Brothers
Pennsylvania
$4.92M +$22.1K +156 +0.5%
BSAM
2606
Blue Square Asset Management
New York
$4.92M -$73.2K -517 -1%
LWP
2607
Lumature Wealth Partners
Georgia
$4.92M +$197K +1,390 +4%
WFA
2608
WestHill Financial Advisors
California
$4.92M +$4.92M +34,732 New
BOM
2609
Bank of Marin
California
$4.91M +$13K +92 +0.3%
MSS
2610
Mitchell Sinkler & Starr
Pennsylvania
$4.9M +$60K +424 +1%
FPA
2611
First Pacific Advisors
California
$4.9M – – –
SWM
2612
Selective Wealth Management
Virginia
$4.9M +$1.48M +10,487 +43%
AIM
2613
Axiom Investment Management
New York
$4.89M -$368K -2,599 -7%
CSPAM
2614
Cary Street Partners Asset Management
Virginia
$4.89M -$42.6K -301 -0.9%
PHAM
2615
Palisades Hudson Asset Management
Florida
$4.88M -$292K -2,067 -6%
WPA
2616
West Paces Advisors
Georgia
$4.88M -$224K -1,583 -4%
ST
2617
Sabal Trust
Florida
$4.87M +$77.8K +550 +2%
EA
2618
Eclectic Associates
California
$4.87M +$102K +718 +2%
FCIM
2619
Fairview Capital Investment Management
California
$4.86M -$44.4K -314 -0.9%
FFC
2620
First Financial Corp
Indiana
$4.85M -$83.5K -590 -2%
EA
2621
Elm Advisors
California
$4.85M -$410K -2,900 -8%
BMM
2622
Buffington Mohr McNeal
Idaho
$4.85M +$21.5K +152 +0.4%
MC
2623
Matisse Capital
Oregon
$4.85M +$22.1K +156 +0.5%
MPPW
2624
Mitchell & Pahl Private Wealth
Oklahoma
$4.84M -$23.2K -164 -0.5%
BWP
2625
Bernardo Wealth Planning
Pennsylvania
$4.84M +$222K +1,568 +5%
103 104
105
106 107