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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 %
Verition Fund Management
2851
Verition Fund Management
Connecticut
$3.63M -$230M -1,625,369 -98%
ICP
2852
Interchange Capital Partners
Pennsylvania
$3.6M -$202K -1,426 -5%
CSWG
2853
Cardinal Strategic Wealth Guidance
Kentucky
$3.6M +$1.84K +13 +0.1%
AWM
2854
Affinity Wealth Management
Delaware
$3.6M +$259K +1,863 +8%
AIL
2855
AGF Investments LLC
Ontario, Canada
$3.58M -$271K -1,915 -7%
OAM
2856
Optimal Asset Management
California
$3.58M +$6.79K +48 +0.2%
WCM
2857
Weik Capital Management
Pennsylvania
$3.57M – – –
BWM
2858
BCS Wealth Management
Tennessee
$3.56M -$19.2K -136 -0.5%
KBFS
2859
Kohmann Bosshard Financial Services
Ohio
$3.56M +$283K +2,002 +9%
TA
2860
Trellis Advisors
Washington
$3.55M -$24.8K -175 -0.7%
QFA
2861
Quattro Financial Advisors
Texas
$3.55M +$115K +772 +3%
LC
2862
Longitude (Cayman)
Cayman Islands
$3.54M -$3.68M -26,000 -51%
AWM
2863
Accel Wealth Management
Iowa
$3.53M +$3.68K +26 +0.1%
EFL
2864
ERn Financial LLC
Wisconsin
$3.53M +$536K +3,786 +18%
AIM
2865
Aspen Investment Management
Michigan
$3.53M -$69.9K -494 -2%
LF
2866
Lantz Financial
Illinois
$3.52M +$8.21K +58 +0.2%
DF
2867
Donoghue Forlines
Massachusetts
$3.52M -$257K -1,819 -7%
SAM
2868
Stewart Asset Management
New York
$3.5M -$449K -3,172 -11%
SCA
2869
Strategic Capital Advisers
Colorado
$3.5M -$103K -731 -3%
NWA
2870
New World Advisors
Massachusetts
$3.5M -$178K -1,196 -5%
PMA
2871
Prudent Man Advisors
Illinois
$3.49M -$33.5K -237 -1%
MSCM
2872
McElhenny Sheffield Capital Management
Texas
$3.49M +$3.49M +24,682 New
SA
2873
SAM Advisors
California
$3.48M +$3.48M +24,701 New
ACM
2874
Ativo Capital Management
Illinois
$3.47M -$1.05M -7,430 -23%
PWM
2875
Palumbo Wealth Management
New York
$3.47M -$32.8K -232 -0.9%
113 114
115
116 117