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3,862 hedge funds and large institutions have $1.33T invested in Apple in 2021 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 1,651 increasing their positions, 1,797 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 88

59% more call options, than puts

Call options by funds: $64.9B | Put options by funds: $40.7B

14% more capital invested

Capital invested by funds: $1.17T → $1.33T (+$158B)

1% more funds holding in top 10

Funds holding in top 10: 2,214 → 2,243 (+29)

0% more funds holding

Funds holding: 3,844 → 3,862 (+18)

0.08% less ownership

Funds ownership: 57.21% → 57.14% (-0.08%)

8% less repeat investments, than reductions

Existing positions increased: 1,651 | Existing positions reduced: 1,797

Holders
3,862
Holders Change
+18
Holders Change %
+0.47%
% of All Funds
67.21%
Holding in Top 10
2,243
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+1.31%
% of All Funds
39.04%
New
156
Increased
1,651
Reduced
1,797
Closed
88
Calls
$64.9B
Puts
$40.7B
Net Calls
+$24.2B
Net Calls Change
+$30.1B

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.31B
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.71B
3
Macquarie Group
Macquarie Group
Australia
+$1.66B
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$714M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$657M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.41B
2
Bank of America
Bank of America
North Carolina
-$2.61B
3
N
Nuveen
North Carolina
-$1.66B
4
Millennium Management
Millennium Management
New York
-$1.21B
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.14B
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
3026
BIT Capital
Germany
$2.78M – – –
MWVC
3027
Morgens Waterfall Vintiadis & Co
New York
$2.74M -$752K -5,800 -22%
SM
3028
SG3 Management
Puerto Rico
$2.74M – – –
VFM
3029
Viking Fund Management
North Dakota
$2.74M – – –
BWM
3030
Birchcreek Wealth Management
Ohio
$2.74M +$78.8K +608 +3%
RCIM
3031
Russell Clark Investment Management
United Kingdom
$2.74M +$648K +5,000 +33%
LK
3032
Lumbard & Kellner
New Hampshire
$2.73M – – –
AWP
3033
Accretive Wealth Partners
New Jersey
$2.73M +$193K +1,492 +8%
EBA
3034
Eagle Bay Advisors
New York
$2.73M +$2.57M +19,860 New
DA
3035
Detalus Advisors
Missouri
$2.72M +$98K +756 +4%
MPPLM
3036
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.72M +$1.75M +13,478 +211%
FH
3037
FWG Holdings
Florida
$2.71M +$2.57M +19,824 New
HCM
3038
HMS Capital Management
Tennessee
$2.71M -$72.9K -563 -3%
LA
3039
Latitude Advisors
Florida
$2.71M +$3.37K +26 +0.1%
GWM
3040
Greenhouse Wealth Management
Connecticut
$2.71M +$4.15K +32 +0.2%
SWM
3041
Salvus Wealth Management
New Jersey
$2.71M +$14.3K +110 +0.6%
QTM
3042
qPULA Trading Management
New York
$2.71M +$1.57M +12,151 +160%
LFS
3043
Legacy Financial Strategies
Kansas
$2.69M +$19.8K +153 +0.8%
CA
3044
Crumly & Associates
Illinois
$2.69M +$70.7K +546 +3%
CNFG
3045
Creegan & Nassoura Financial Group
New Hampshire
$2.68M -$207K -1,600 -8%
SGA
3046
Sustainable Growth Advisers
Connecticut
$2.68M – – –
TC
3047
Trilogy Capital
California
$2.67M +$1.2M +9,277 +101%
OPOWM
3048
One Plus One Wealth Management
Florida
$2.67M -$417K -3,218 -14%
KOC
3049
Koss-Olinger Consulting
Florida
$2.66M -$931K -7,184 -27%
OGF
3050
Orin Green Financial
California
$2.66M +$64.8K +500 +3%
120 121
122
123 124

AAPL Hedge Fund Activity: Q2 2021 in Review

3,862 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2021, worth a combined $1.33T — up 14% from $1.17T a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new AAPL positions and 88 closed out — a net gain of 68 holders — while 1,651 added to existing stakes and 1,797 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.31B. The largest seller was BlackRock, cutting an estimated $3.41B.

  • 3,862 institutional investors held Apple (AAPL) as of Q2 2021, up from 3,844 in Q1 2021.
  • Funds reported $1.33T of Apple stock for Q2 2021, up 14% quarter-over-quarter.
  • 156 funds opened new Apple positions in Q2 2021 and 88 closed out, a net change of +68 holders.
  • The largest Apple buyer in Q2 2021 was Vanguard Group, an estimated $3.31B added.
  • The largest Apple seller in Q2 2021 was BlackRock, an estimated $3.41B sold.

Based on aggregated 13F filings for Q2 2021.