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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 %
SWP
3176
Summit Wealth Partners
Florida
$2M +$148K +1,046 +8%
AWA
3177
Alta Wealth Advisors
Massachusetts
$1.99M +$69.8K +493 +4%
KW
3178
KWB Wealth
California
$1.99M -$47.3K -334 -2%
AW
3179
Avion Wealth
Texas
$1.99M +$11.3K +80 +0.6%
FCM
3180
Fairholme Capital Management
Florida
$1.99M – – –
XS
3181
XR Securities
Illinois
$1.99M -$5.65M -39,905 -74%
SWMG
3182
Signature Wealth Management Group
Georgia
$1.98M +$141K +996 +8%
PMG
3183
Private Management Group
California
$1.97M -$42.3K -299 -2%
CFP
3184
Curran Financial Partners
South Carolina
$1.97M +$30.3K +214 +2%
WFPG
3185
Waller Financial Planning Group
Ohio
$1.97M +$34.4K +243 +2%
FVWA
3186
Foster Victor Wealth Advisors
South Carolina
$1.97M +$153K +1,084 +8%
JIP
3187
JBJ Investment Partners
South Carolina
$1.96M – – –
ISG
3188
Investment Security Group
Colorado
$1.96M -$57.6K -407 -3%
HIC
3189
Harvey Investment Company
Kentucky
$1.96M – – –
HIM
3190
Hillsdale Investment Management
Ontario, Canada
$1.96M – – –
HPC
3191
Hobart Private Capital
North Carolina
$1.95M -$349K -2,465 -15%
HPM
3192
Hudson Portfolio Management
New York
$1.95M -$191K -1,353 -9%
BJ
3193
Brouwer & Janachowski
California
$1.95M -$26.3K -186 -1%
GIM
3194
Groesbeck Investment Management
New Jersey
$1.94M – – –
SRC
3195
Stone Run Capital
New York
$1.94M – – –
MHR
3196
Matthew Hamilton Rosenberg
$1.94M +$420K +2,966 +28%
SG
3197
Strid Group
Pennsylvania
$1.93M -$139K -979 -7%
HKAM
3198
Horizon Kinetics Asset Management
New York
$1.92M -$84.1K -594 -4%
FNBOSM
3199
First National Bank of South Miami
Florida
$1.91M +$55.8K +394 +3%
DWA
3200
Dougherty Wealth Advisers
Minnesota
$1.9M – – –
126 127
128
129 130