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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 %
DL
2826
DOHJ LLC
Washington
$3.75M +$42.5K +284 +1%
LFA
2827
Landmark Financial Advisors
Kentucky
$3.74M +$23K +188 +0.6%
OBWP
2828
O'Brien Wealth Partners
Massachusetts
$3.73M -$712K -5,048 -16%
WFA
2829
Wellspring Financial Advisors
Ohio
$3.73M +$42.9K +303 +1%
PPW
2830
Pasadena Private Wealth
California
$3.73M +$245K +1,728 +7%
MWP
2831
Meridian Wealth Partners
Pennsylvania
$3.72M -$50.2K -355 -1%
TIM
2832
Total Investment Management
Arizona
$3.72M -$143K -1,009 -4%
WCM
2833
Windsor Capital Management
Arizona
$3.72M -$129K -912 -3%
MCIA
2834
Mountain Capital Investment Advisors
Colorado
$3.71M -$204K -1,428 -5%
CWA
2835
Capital Wealth Alliance
Arizona
$3.7M +$62K +428 +2%
GM
2836
GeoWealth Management
Illinois
$3.7M +$1.47M +10,365 +66%
ACM
2837
Ategra Capital Management
Virginia
$3.69M -$82.5K -583 -2%
PWM
2838
PRW Wealth Management
Massachusetts
$3.68M -$11.7M -82,831 -76%
SWRP
2839
Summit Wealth & Retirement Planning
California
$3.68M -$3.82K -27 -0.1%
PHIMC
2840
Private Harbour Investment Management & Counsel
Ohio
$3.68M -$69.9K -494 -2%
WMG
2841
WESCAP Management Group
California
$3.68M – – –
IP
2842
Intellectus Partners
California
$3.68M -$602K -4,253 -14%
WAM
2843
WealthTrust Asset Management
Florida
$3.67M -$85K -601 -2%
TCM
2844
Tributary Capital Management
Nebraska
$3.66M -$68.2K -482 -2%
VAG
2845
VisionPoint Advisory Group
Texas
$3.65M -$42.2K -279 -1%
T
2846
TNF
Montana
$3.65M +$3.65M +22,066 New
AC
2847
AlphaCore Capital
California
$3.65M +$285K +2,013 +8%
TCOK
2848
Trust Company of Kansas
Kansas
$3.64M -$785K -5,551 -18%
RAM
2849
Roanoke Asset Management
New Jersey
$3.64M -$19.1K -135 -0.5%
ED
2850
Exane Derivatives
France
$3.63M +$154K +1,090 +4%
112 113
114
115 116