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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 %
LRIA
3301
Leonard Rickey Investment Advisors
Washington
$1.55M +$75.6K +534 +5%
CP
3302
Coho Partners
Pennsylvania
$1.55M – – –
CSM
3303
CAMG Solamere Management
North Carolina
$1.55M -$18.4K -130 -1%
FNBSF
3304
First National Bank Sioux Falls
South Dakota
$1.55M +$43.3K +306 +3%
DP
3305
Divergent Planning
Maryland
$1.54M -$13K -92 -0.8%
S
3306
swisspartners
Liechtenstein
$1.53M +$56.6K +400 +4%
UFA
3307
US Financial Advisors
Massachusetts
$1.53M – – –
CI
3308
Cavalier Investments
Georgia
$1.52M -$193K -1,366 -11%
RBC
3309
Roble Belko & Company
Pennsylvania
$1.52M – – –
EH
3310
EMG Holdings
Connecticut
$1.52M +$1.52M +10,750 New
RWM
3311
Refined Wealth Management
Utah
$1.52M +$22.2K +157 +1%
QC
3312
Quantedge Capital
Singapore
$1.51M – – –
AFG
3313
Affinia Financial Group
Massachusetts
$1.51M -$85.9K -575 -5%
GAA
3314
Green Alpha Advisors
Colorado
$1.51M +$47.4K +335 +3%
SC
3315
Shay Capital
New York
$1.5M -$2.79M -19,733 -65%
HCA
3316
Heck Capital Advisors
Wisconsin
$1.49M -$25.3K -179 -2%
DFA
3317
DHJJ Financial Advisors
Illinois
$1.49M -$2.55K -18 -0.2%
PSC
3318
Prentiss Smith & Co
Vermont
$1.48M +$1.23M +8,680 +482%
ARIS
3319
Advanced Research Investment Solutions
California
$1.48M +$505K +3,572 +52%
KL
3320
KWMG LLC
Kansas
$1.48M +$2.26K +16 +0.2%
SMC
3321
S. Muoio & Co
New York
$1.48M – – –
UWPG
3322
Ullmann Wealth Partners Group
Florida
$1.48M +$109K +768 +8%
JWM
3323
JFG Wealth Management
Colorado
$1.47M +$59.8K +423 +4%
WCM
3324
Wealthcare Capital Management
Virginia
$1.47M +$18.5K +131 +1%
FA
3325
FC Advisory
Pennsylvania
$1.47M +$1.13K +8 +0.1%
131 132
133
134 135