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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 %
SAMC
3051
Spectrum Asset Management (California)
California
$2.61M -$46K -325 -2%
SAMT
3052
Select Asset Management & Trust
Pennsylvania
$2.61M -$2.83K -20 -0.1%
CP
3053
Covenant Partners
Tennessee
$2.61M – – –
OFS
3054
Oldfather Financial Services
Nebraska
$2.6M -$35.4K -236 -1%
TC
3055
Trilogy Capital
California
$2.59M -$22.6K -160 -0.9%
SAM
3056
Strategic Asset Management
Minnesota
$2.59M +$2.59M +18,101 New
DLHL
3057
Donald L. Hagan LLC
Florida
$2.58M +$6.23K +44 +0.2%
HIS
3058
Harvest Investment Services
Illinois
$2.57M -$65.1K -460 -2%
VAM
3059
Verity Asset Management
North Carolina
$2.57M -$755K -5,337 -23%
KOC
3060
Koss-Olinger Consulting
Florida
$2.57M -$180K -1,270 -7%
CCM
3061
Corsair Capital Management
New York
$2.57M -$4.1K -29 -0.2%
LK
3062
Lumbard & Kellner
New Hampshire
$2.55M -$273K -1,930 -10%
SFA
3063
Source Financial Advisors
New York
$2.54M +$110K +775 +5%
ACWM
3064
Adams Chetwood Wealth Management
North Carolina
$2.54M -$157K -1,107 -6%
CFG
3065
CKW Financial Group
Hawaii
$2.54M +$43.8K +307 +2%
TFA
3066
Tobias Financial Advisors
Florida
$2.53M +$97.2K +687 +4%
OWIM
3067
Old West Investment Management
California
$2.52M – – –
DSA
3068
Droms Strauss Advisors
Missouri
$2.52M +$83.9K +592 +3%
CPWM
3069
Cardinal Point Wealth Management
California
$2.51M +$344K +2,433 +16%
LWM
3070
Lionsbridge Wealth Management
Florida
$2.51M -$209K -1,475 -8%
NA
3071
Nottingham Advisors
New York
$2.51M – – –
VCP
3072
Vista Capital Partners
Oregon
$2.51M +$475K +3,358 +23%
AWM
3073
AllSquare Wealth Management
New York
$2.51M -$96.2K -680 -4%
MAM
3074
Marquette Asset Management
Minnesota
$2.5M +$4.81K +34 +0.2%
WJA
3075
Willis Johnson & Associates
Texas
$2.5M -$686K -4,850 -22%
121 122
123
124 125