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3,862 hedge funds and large institutions have $1.33T invested in Apple in 2021 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 1,651 increasing their positions, 1,797 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 88

59% more call options, than puts

Call options by funds: $64.9B | Put options by funds: $40.7B

14% more capital invested

Capital invested by funds: $1.17T → $1.33T (+$158B)

1% more funds holding in top 10

Funds holding in top 10: 2,2142,243 (+29)

0% more funds holding

Funds holding: 3,8443,862 (+18)

0.08% less ownership

Funds ownership: 57.21%57.14% (-0.08%)

8% less repeat investments, than reductions

Existing positions increased: 1,651 | Existing positions reduced: 1,797

Holders
3,862
Holders Change
+18
Holders Change %
+0.47%
% of All Funds
67.21%
Holding in Top 10
2,243
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+1.31%
% of All Funds
39.04%
New
156
Increased
1,651
Reduced
1,797
Closed
88
Calls
$64.9B
Puts
$40.7B
Net Calls
+$24.2B
Net Calls Change
+$30.1B
Name Holding Trade Value Shares
Change
Change in
Stake
SFMG
3651
Sage Financial Management Group
Virginia
$580K
CIAS
3652
CFS Investment Advisory Services
New Jersey
$580K +$548K +4,233 New
BA
3653
BCM Advisors
Louisiana
$579K -$3.63K -28 -0.7%
RBCM
3654
Raub Brock Capital Management
California
$578K +$20.9K +161 +4%
PS
3655
Portfolio Solutions
Michigan
$574K +$164K +1,263 +47%
BFP
3656
Briaud Financial Planning
Texas
$568K
FC
3657
Ferris Capital
Massachusetts
$565K -$19.4M -150,041 -97%
BFA
3658
Bluestem Financial Advisors
Illinois
$565K +$130 +1 +0%
TWP
3659
Total Wealth Planning
Ohio
$565K +$130K +1,004 +32%
CIM
3660
Contravisory Investment Management
Massachusetts
$563K
KS
3661
Karpas Strategies
Connecticut
$562K -$117K -900 -18%
CWA
3662
Cornerstone Wealth Advisors
Minnesota
$557K
NI
3663
NFC Investments
Tennessee
$550K -$25.9K -200 -5%
NOCM
3664
Night Owl Capital Management
Connecticut
$550K
VCG
3665
Vantage Consulting Group
Virginia
$549K +$135K +1,041 +35%
BWLSA
3666
Blue Water Life Science Advisors
California
$548K
PP
3667
Peconic Partners
New York
$548K
BAM
3668
Boyar Asset Management
New York
$547K
LFGH
3669
Lee Financial Group Hawaii
Hawaii
$544K +$1.3K +10 +0.3%
LPWM
3670
Lake Point Wealth Management
Texas
$543K +$513K +3,963 New
JFS
3671
JD Financial Services
Pennsylvania
$539K +$6.61K +51 +1%
DT
3672
Daniels + Tansey
Delaware
$527K
CAG
3673
Compass Advisory Group
New York
$521K -$75.2K -580 -13%
MAM
3674
MMA Asset Management
Pennsylvania
$520K
VIMU
3675
Veritas Investment Management (UK)
United Kingdom
$518K

AAPL Hedge Fund Activity: Q2 2021 in Review

3,862 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2021, worth a combined $1.33T — up 14% from $1.17T a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new AAPL positions and 88 closed out — a net gain of 68 holders — while 1,651 added to existing stakes and 1,797 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.31B. The largest seller was BlackRock, cutting an estimated $3.41B.

  • 3,862 institutional investors held Apple (AAPL) as of Q2 2021, up from 3,844 in Q1 2021.
  • Funds reported $1.33T of Apple stock for Q2 2021, up 14% quarter-over-quarter.
  • 156 funds opened new Apple positions in Q2 2021 and 88 closed out, a net change of +68 holders.
  • The largest Apple buyer in Q2 2021 was Vanguard Group, an estimated $3.31B added.
  • The largest Apple seller in Q2 2021 was BlackRock, an estimated $3.41B sold.

Based on aggregated 13F filings for Q2 2021.