AAPL icon

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 %
FMP
2701
Financial Management Professionals
Texas
$4.43M +$1.28M +9,031 +41%
AA
2702
Argent Advisors
Louisiana
$4.42M +$11.2K +79 +0.3%
CA
2703
Crewe Advisors
Utah
$4.4M -$1.66M -11,760 -27%
SIAG
2704
Safeguard Investment Advisory Group
California
$4.39M -$24.2K -171 -0.5%
NJBEST
2705
New Jersey Better Educational Savings Trust
New Jersey
$4.39M – – –
CAL
2706
Capital Advisors Ltd
Ohio
$4.39M +$180K +1,271 +4%
BWA
2707
Beam Wealth Advisors
Louisiana
$4.38M +$323K +2,282 +8%
OCPWS
2708
One Charles Private Wealth Services
Massachusetts
$4.38M +$60.6K +428 +1%
CCA
2709
Column Capital Advisors
Indiana
$4.36M +$97.8K +691 +2%
LRI
2710
Linden Rose Investment
Texas
$4.36M +$1.11M +7,818 +34%
TFA
2711
Trinity Financial Advisors
Ohio
$4.36M -$48.4K -342 -1%
HPWM
2712
High Pines Wealth Management
Massachusetts
$4.35M +$437K +3,091 +11%
EWA
2713
Evolution Wealth Advisors
Florida
$4.35M -$105K -742 -2%
CFG
2714
CMC Financial Group
Georgia
$4.33M -$16.3K -115 -0.4%
IA
2715
IAM Advisory
Pennsylvania
$4.3M +$4.3M +30,086 New
MMHP
2716
Murphy Middleton Hinkle & Parker
Georgia
$4.29M +$34.8K +246 +0.8%
FP
2717
Fiduciary Planning
Florida
$4.29M +$828K +5,852 +24%
WP
2718
WealthShield Partners
North Carolina
$4.29M -$2.7M -19,107 -39%
SFWC
2719
Strategic Family Wealth Counselors
New Jersey
$4.29M +$213K +1,504 +5%
AWMG
2720
Alliance Wealth Management Group
New Jersey
$4.28M +$324K +2,290 +8%
JGIA
2721
Jackson Grant Investment Advisers
Connecticut
$4.27M +$144K +1,017 +3%
CHA
2722
Cooper/Haims Advisors
New York
$4.27M -$128K -904 -3%
POIA
2723
Pin Oak Investment Advisors
Texas
$4.27M +$26K +184 +0.6%
SB
2724
Sunflower Bank
Texas
$4.26M -$301K -2,127 -7%
SWAG
2725
Spectrum Wealth Advisory Group
California
$4.26M +$33.8K +239 +0.8%
107 108
109
110 111