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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 %
BA
3201
Ballew Advisors
Mississippi
$1.9M +$1.05M +7,376 +125%
PWA
3202
Peterson Wealth Advisors
Utah
$1.9M – – –
UCI
3203
Uncommon Cents Investing
Wisconsin
$1.89M +$36.5K +258 +2%
MW
3204
Marks Wealth
Maryland
$1.88M -$31K -219 -2%
CWM
3205
CCG Wealth Management
California
$1.88M +$1.19M +8,439 +174%
CC
3206
Claybrook Capital
Massachusetts
$1.88M -$19.7M -139,249 -91%
RWA
3207
RGT Wealth Advisors
Texas
$1.88M -$82.9K -586 -4%
DWMG
3208
DB Wealth Management Group
California
$1.87M – – –
EMFAT
3209
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.87M – – –
AC
3210
Applied Capital
Arkansas
$1.87M +$13.6K +96 +0.7%
ACM
3211
Alamar Capital Management
California
$1.86M +$135K +951 +8%
AGA
3212
Arkos Global Advisors
Texas
$1.86M +$2.55K +18 +0.1%
BCP
3213
Berkeley Capital Partners
Georgia
$1.86M -$9.77K -69 -0.5%
HFG
3214
Heron Financial Group
New York
$1.86M +$849 +6 +0%
RC
3215
Rovin Capital
Arizona
$1.86M +$364K +2,575 +24%
SCM
3216
Stevens Capital Management
Pennsylvania
$1.85M -$12.4M -87,629 -87%
RWMH
3217
Riverpoint Wealth Management Holdings
Illinois
$1.84M -$509K -3,600 -22%
VBFP
3218
Valtinson Bruner Financial Planning
Minnesota
$1.84M -$2.09K -14 -0.1%
IAM
3219
Infusive Asset Management
New York
$1.83M -$18.9M -133,440 -91%
CMBA
3220
C.M. Bidwell & Associates
Hawaii
$1.83M +$37.8K +267 +2%
CAM
3221
Cubic Asset Management
Massachusetts
$1.83M -$28.3K -200 -2%
SC
3222
Scholtz & Company
Connecticut
$1.83M +$296K +2,089 +19%
GWA
3223
GGM Wealth Advisors
Maryland
$1.82M +$256K +1,726 +16%
LSA
3224
Lion Street Advisors
Texas
$1.82M +$1.72M +12,177 +1,740%
DLG
3225
Daniel L. Goodwin
$1.82M – – –
127 128
129
130 131