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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 %
T
3526
TOBAM
France
$807K -$151K -1,070 -16%
FWM
3527
Filbrandt Wealth Management
Wisconsin
$807K +$26.2K +185 +3%
LAM
3528
L2 Asset Management
Massachusetts
$806K -$4.16M -29,402 -84%
ONGA
3529
O'Neil Global Advisors
California
$806K -$199K -1,409 -20%
KTA
3530
Keeley-Teton Advisors
Illinois
$805K +$805K +5,690 New
MIAS
3531
Mason Investment Advisory Services
Virginia
$803K +$15.3K +108 +2%
FGAM
3532
Financial Gravity Asset Management
Texas
$803K -$816K -4,933 -50%
PFA
3533
Peak Financial Advisors
Colorado
$803K +$5.94K +42 +0.7%
HWM
3534
HighMark Wealth Management
Minnesota
$801K -$33.9K -240 -4%
FFIC
3535
First Fiduciary Investment Counsel
Ohio
$800K -$10.6K -75 -1%
GPA
3536
Guidance Point Advisors
Massachusetts
$800K +$849 +6 +0.1%
CCM
3537
Cullen Capital Management
New York
$798K – – –
EL
3538
Envoi LLC
Minnesota
$797K +$163K +1,149 +26%
SFA
3539
Seneca Financial Advisors
New York
$795K +$10K +71 +1%
NCG
3540
Newport Capital Group
New Jersey
$794K +$70.8K +500 +10%
SA
3541
SRH Advisors
Kansas
$789K – – –
MMM
3542
Mendel Money Management
Illinois
$786K +$77.9K +550 +11%
MAG
3543
Mokosak Advisory Group
Iowa
$782K +$13.3K +94 +2%
CM
3544
Capital Management
Virginia
$779K +$39K +276 +5%
JC
3545
Jentner Corp
Ohio
$767K -$12.5K -88 -2%
APC
3546
Asset Planning Corporation
Tennessee
$762K -$1.13K -8 -0.1%
HFAS
3547
Hummer Financial Advisory Services
Illinois
$760K +$49.6K +350 +7%
CSIA
3548
Charles Schwab Investment Advisory
California
$758K +$59.6K +421 +9%
RTL
3549
Red Tortoise LLC
Georgia
$758K +$758K +5,486 New
BBA
3550
Braun-Bostich & Associates
Pennsylvania
$756K +$14.1K +100 +2%
140 141
142
143 144