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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 %
CWMU
3001
Caliber Wealth Management (Utah)
Utah
$2.84M +$198K +1,352 +8%
NRI
3002
NFP Retirement Inc
California
$2.83M -$166K -1,170 -6%
MGAM
3003
McGowan Group Asset Management
Texas
$2.83M -$50.4K -356 -2%
CFAM
3004
Center For Asset Management
Florida
$2.83M +$85.9K +607 +3%
LSWM
3005
Lorne Steinberg Wealth Management
Canada
$2.83M -$48.4K -342 -2%
ACM
3006
Ascendant Capital Management
California
$2.83M -$142K -1,000 -5%
BWM
3007
Birchcreek Wealth Management
Ohio
$2.83M – – –
RCIM
3008
Russell Clark Investment Management
United Kingdom
$2.83M – – –
MWVC
3009
Morgens Waterfall Vintiadis & Co
New York
$2.83M – – –
VFM
3010
Viking Fund Management
North Dakota
$2.83M – – –
ST
3011
Sentinel Trust
Texas
$2.82M -$130K -921 -4%
CNFG
3012
Creegan & Nassoura Financial Group
New Hampshire
$2.82M +$44.6K +315 +2%
OPOWM
3013
One Plus One Wealth Management
Florida
$2.82M +$60.8K +430 +2%
DA
3014
Detalus Advisors
Missouri
$2.82M +$3.96K +28 +0.1%
CFO
3015
Collective Family Office
Pennsylvania
$2.8M -$127K -894 -4%
RWRC
3016
R.W. Roge & Company
New York
$2.8M +$1.65M +11,083 +144%
SIGI
3017
Susquehanna International Group (Ireland)
Ireland
$2.78M +$389K +2,747 +16%
CA
3018
Cumberland Advisors
Florida
$2.77M -$156K -1,100 -5%
RCG
3019
Rock Creek Group
District of Columbia
$2.77M -$1.45M -10,280 -34%
SGA
3020
Sustainable Growth Advisers
Connecticut
$2.77M – – –
LFS
3021
Legacy Financial Strategies
Kansas
$2.76M -$15.3K -108 -0.6%
GSC
3022
Ground Swell Capital
South Carolina
$2.76M +$1.75M +12,378 +174%
GWM
3023
Greenhouse Wealth Management
Connecticut
$2.75M -$45.7K -323 -2%
JGUA
3024
John G. Ullman & Associates
New York
$2.75M +$28.3K +200 +1%
TFCP
3025
Twin Focus Capital Partners
Massachusetts
$2.75M +$79.1K +559 +3%
119 120
121
122 123