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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 %
FCM
3076
Firestone Capital Management
Florida
$2.49M – – –
FBT
3077
First Bank & Trust
South Dakota
$2.49M +$9.77K +69 +0.4%
EPWM
3078
Essex Private Wealth Management
Massachusetts
$2.48M -$128K -907 -5%
SFP
3079
Sterling Financial Planning
New Jersey
$2.48M +$130K +916 +6%
PWA
3080
Phoenix Wealth Advisors
North Carolina
$2.47M -$5.94K -42 -0.2%
OCG
3081
Opus Capital Group
Ohio
$2.47M -$14.7K -104 -0.6%
SHWM
3082
Smith & Howard Wealth Management
Georgia
$2.46M -$28.2K -199 -1%
RRA
3083
Round Rock Advisors
Connecticut
$2.46M -$98.2K -694 -4%
RIS
3084
Retirement Income Solutions
Michigan
$2.44M -$16.1K -114 -0.7%
CS
3085
Capital Square
Tennessee
$2.44M +$33.1K +232 +1%
DM
3086
Delphi Management
Massachusetts
$2.43M -$111K -781 -4%
XSC
3087
X-Square Capital
Puerto Rico
$2.42M +$388K +2,744 +19%
USGIU
3088
U.S. Global Investors (USGI)
Texas
$2.42M – – –
NS
3089
Newman & Schimel
Illinois
$2.42M +$849 +6 +0%
UAM
3090
Unison Asset Management
Florida
$2.4M -$7.5K -53 -0.3%
TCMP
3091
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.4M +$97.2K +687 +4%
HCM
3092
HMS Capital Management
Tennessee
$2.4M -$405K -2,863 -14%
AWM
3093
Aprio Wealth Management
Georgia
$2.39M +$131K +928 +6%
PFC
3094
Poplar Forest Capital
California
$2.39M – – –
ADBIC
3095
A.D. Beadell Investment Counsel
Wisconsin
$2.39M -$14.1K -100 -0.6%
AWA
3096
Acorn Wealth Advisors
Michigan
$2.38M -$113K -801 -5%
OWA
3097
Opal Wealth Advisors
New York
$2.38M -$1.31M -9,237 -35%
SCM
3098
Stonehearth Capital Management
Massachusetts
$2.37M +$51.5K +364 +2%
RCC
3099
Red Cedar Capital
Nebraska
$2.37M – – –
MS
3100
Marshall & Sullivan
Washington
$2.36M +$277K +1,960 +13%
122 123
124
125 126