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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 %
BWM
3401
Biltmore Wealth Management
Arizona
$1.23M -$37.6K -266 -3%
DCM
3402
Davidson Capital Management
Texas
$1.22M -$158K -1,119 -11%
LAM
3403
LifePro Asset Management
California
$1.21M +$56.4K +399 +5%
RFO
3404
RiverGlades Family Offices
Florida
$1.21M – – –
1CP
3405
17 Capital Partners
Arizona
$1.2M -$30.4K -215 -2%
AC
3406
AWM Capital
Arizona
$1.19M +$1.19M +7,547 New
ADMI
3407
Albert D. Mason Inc
Massachusetts
$1.19M +$2.12K +15 +0.2%
EWG
3408
Executive Wealth Group
Washington
$1.17M +$1.42K +10 +0.1%
SCM
3409
Salem Capital Management
Massachusetts
$1.17M – – –
PWM
3410
Prentice Wealth Management
New York
$1.17M +$223K +1,577 +24%
SHIM
3411
Stone House Investment Management
Pennsylvania
$1.16M – – –
RA
3412
Riversedge Advisors
Delaware
$1.16M +$46.4K +328 +4%
CCA
3413
Conestoga Capital Advisors
Pennsylvania
$1.16M – – –
FIG
3414
FundX Investment Group
California
$1.16M – – –
TA
3415
TrueWealth Advisors
Alabama
$1.15M -$10K -71 -0.9%
MSWMA
3416
Market Street Wealth Management Advisors
Indiana
$1.15M – – –
WRM
3417
Weybosset Research & Management
Rhode Island
$1.14M -$213K -1,509 -16%
BMCM
3418
Burns Matteson Capital Management
New York
$1.14M +$438K +3,096 +62%
AWA
3419
Alaska Wealth Advisors
Alaska
$1.14M -$3.96K -28 -0.3%
LI
3420
LVZ Inc
Michigan
$1.14M +$56.5K +399 +5%
FEM
3421
Fulcrum Equity Management
Texas
$1.14M +$487K +3,441 +75%
FTA
3422
Financial & Tax Architects
Missouri
$1.13M +$186K +1,313 +20%
Aristotle Capital Management
3423
Aristotle Capital Management
California
$1.13M – – –
HPCM
3424
Hunter Perkins Capital Management
Illinois
$1.13M +$56.6K +400 +5%
MS
3425
Mizuho Securities
Japan
$1.12M -$1.36M -9,580 -55%
135 136
137
138 139