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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 %
Nisa Investment Advisors
3551
Nisa Investment Advisors
Missouri
$753K +$21.8K +153,713 +3%
CAM
3552
CenterStar Asset Management
Illinois
$752K – – –
OEP
3553
Ocean Endowment Partners
Illinois
$745K – – –
BWL
3554
Beacon Wealthcare LLC
North Carolina
$742K -$24.3K -172 -3%
HHRDM
3555
H&H Retirement Design & Management
Nevada
$739K -$28.4K -199 -4%
BWM
3556
Blossom Wealth Management
California
$735K +$9.9K +70 +1%
T
3557
TRUADVICE
Florida
$732K -$10.4M -69,412 -93%
RVPG
3558
Relative Value Partners Group
$732K -$111K -784 -13%
PCH
3559
Polar Capital Holdings
United Kingdom
$730K -$54K -381,711 -7%
AWA
3560
ARQ Wealth Advisors
Arizona
$728K -$46.8K -331 -6%
FSWA
3561
Financial Synergies Wealth Advisors
Texas
$719K +$80.4K +568 +13%
CFA
3562
Camarda Financial Advisors
Florida
$717K -$170K -1,200 -19%
SFP
3563
Strategic Financial Partners
Oregon
$716K +$25K +177 +4%
CWM
3564
Cranbrook Wealth Management
Michigan
$715K +$105K +742 +17%
WWM
3565
Wiser Wealth Management
Georgia
$704K +$187K +1,320 +36%
IFO
3566
Independent Family Office
New York
$703K -$106K -750 -13%
LWA
3567
Lowe Wealth Advisors
Maryland
$702K -$81.5K -576 -10%
PCM
3568
Perkins Capital Management
Minnesota
$700K – – –
KWP
3569
Keystone Wealth Partners
Arizona
$700K +$217K +1,534 +45%
LL
3570
LPWM LLC
Minnesota
$698K +$143 +1 +0%
DTIM
3571
Danda Trouve Investment Management
Kansas
$697K +$7.79K +55 +1%
JFGLC
3572
Johnson Financial Group LLC (Colorado)
Colorado
$696K -$645K -4,562 -48%
WH
3573
Whitcomb & Hess
Ohio
$693K +$424 +3 +0.1%
FPW
3574
Flagship Private Wealth
Massachusetts
$691K +$283 +2 +0%
CPWM
3575
Cypress Point Wealth Management
Texas
$691K +$3.11K +22 +0.5%
141 142
143
144 145