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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 %
VIM
3376
Vista Investment Management
Pennsylvania
$1.31M -$1.21M -8,550 -48%
PPWM
3377
PFG Private Wealth Management
Florida
$1.31M +$30.4K +215 +2%
VFA
3378
Voya Financial Advisors
Connecticut
$1.31M -$277K -1,943 -18%
CC
3379
Codex Capital
New York
$1.3M – – –
AAIM
3380
Asset Advisors Investment Management
Georgia
$1.3M -$139K -979 -10%
HFP
3381
Holistic Financial Partners
Indiana
$1.3M -$107K -753 -8%
MAM
3382
Marotta Asset Management
Virginia
$1.3M -$171K -1,317 -12%
SHJ
3383
Sharkey, Howes & Javer
Colorado
$1.29M +$148K +1,048 +13%
CA
3384
Corrado Advisors
New Jersey
$1.29M +$2.12K +15 +0.2%
FPF
3385
First Pacific Financial
Washington
$1.27M +$31K +219 +2%
PEA
3386
Pacific Edge Advisors
California
$1.27M +$143K +1,012 +13%
PA
3387
Paragon Advisors
Texas
$1.27M +$119K +839 +10%
FSG
3388
Financial Strategies Group
Michigan
$1.27M +$28.7K +203 +2%
CWA
3389
Core Wealth Advisors
Florida
$1.27M -$3.11K -22 -0.2%
OFG
3390
Omega Financial Group
California
$1.27M -$8.77K -62 -0.7%
AWM
3391
Avondale Wealth Management
Texas
$1.26M – – –
WI
3392
Wedgewood Investors
Pennsylvania
$1.26M – – –
CMA
3393
Cedar Mountain Advisors
Oregon
$1.26M +$288K +2,039 +30%
OLA
3394
Oliver Luxxe Assets
New Jersey
$1.26M -$60.1K -425 -5%
SCA
3395
Sippican Capital Advisors
Massachusetts
$1.26M -$8.49K -60 -0.7%
SPIO
3396
Seven Post Investment Office
California
$1.26M +$283 +2 +0%
EGM
3397
Engineers Gate Manager
New York
$1.25M +$1.25M +8,850 New
BFG
3398
Baron Financial Group
New Jersey
$1.25M +$141 +1 +0%
ACA
3399
Ascension Capital Advisors
Texas
$1.24M -$42.4K -300 -3%
MWC
3400
MBM Wealth Consultants
Missouri
$1.24M +$86.6K +612 +8%
134 135
136
137 138