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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 %
CII
451
Capital International Inc
California
$104M -$9.58M -67,696 -8%
NMIMC
452
Northwestern Mutual Investment Management Company
Wisconsin
$104M +$3.14M +22,180 +3%
NRS
453
Neville Rodie & Shaw
New York
$104M -$679K -4,798 -0.6%
SIA
454
Sit Investment Associates
Minnesota
$103M -$3.35M -23,673 -3%
GW
455
GW & Wade
Massachusetts
$102M -$2.3M -16,239 -2%
H
456
HoyleCohen
California
$101M -$2.68M -18,909 -3%
TFA
457
Teamwork Financial Advisors
Texas
$101M +$5.04M +35,644 +5%
FNBT
458
FineMark National Bank & Trust
Florida
$101M -$4.49M -31,702 -4%
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$101M +$696K +4,918 +0.7%
PFO
460
Pathstone Family Office
New Jersey
$100M +$27.8M +196,352 +38%
SRIM
461
Saratoga Research & Investment Management
California
$100M +$1.81M +12,783 +2%
BPWM
462
Badgley Phelps Wealth Managers
Washington
$99.1M +$99.1M +700,564 New
7CM
463
7G Capital Management
New York
$99.1M – – –
CM
464
Castleark Management
Illinois
$98.9M -$13.2M -93,560 -12%
CA
465
CastleArk Alternatives
Illinois
$98.9M +$98.9M +698,760 New
DCM
466
Donaldson Capital Management
Indiana
$98.8M +$971K +6,862 +1%
VanEck Associates
467
VanEck Associates
New York
$98.7M +$5.5M +38,892 +6%
MIH
468
Meitav Investment House
Israel
$98.4M +$15.9M +112,074 +19%
FAB
469
First American Bank
Illinois
$98.4M +$118K +831 +0.1%
RJT
470
Raymond James Trust
Florida
$98.1M -$3.42M -24,189 -3%
PWP
471
Private Wealth Partners
California
$98M -$520K -3,673 -0.5%
AAM
472
AMI Asset Management
California
$97.7M -$12.7M -89,885 -12%
KWILP
473
Kiwi Wealth Investments Limited Partnership
New Zealand
$96.5M +$10.7M +75,904 +13%
MCM
474
Maryland Capital Management
Maryland
$96.4M -$96.2K -680 -0.1%
AP
475
Advisor Partners
California
$96.4M -$1.35M -9,509 -1%
17 18
19
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