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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 %
FWM
676
Frontier Wealth Management
Missouri
$55M -$497K -3,511 -0.9%
MIM
677
Marco Investment Management
Georgia
$54.9M +$558K +3,945 +1%
FPCG
678
Fort Pitt Capital Group
Pennsylvania
$54.9M +$3.03M +21,379 +6%
CF
679
Cypress Funds
California
$54.7M – – –
CTA
680
Chesley Taft & Associates
Illinois
$54.7M -$1.63M -11,545 -3%
JWBC
681
J.W. Burns & Co
New York
$54.6M -$646K -4,566 -1%
DA
682
Dillon & Associates
Michigan
$54.5M -$824K -5,802 -1%
MAFM
683
Mid Atlantic Financial Management
Pennsylvania
$54.5M +$25.6K +181 +0%
LWCA
684
Locust Wood Capital Advisers
New York
$54.5M +$822K +5,809 +2%
LNB
685
Ledyard National Bank
$54.4M -$578K -4,087 -1%
UH
686
Unigestion Holding
Switzerland
$54.3M -$17.4M -122,948 -24%
VPIM
687
Vanguard Personalized Indexing Management
California
$54.3M +$12.9M +91,114 +31%
WC
688
Whitney & Co
New York
$54.3M -$111K -786 -0.2%
OIA
689
OneDigital Investment Advisors
Kansas
$54.1M +$2.69M +19,039 +5%
SAM
690
Shikiar Asset Management
New York
$54M +$452K +3,195 +0.8%
BCM
691
Brookstone Capital Management
Illinois
$54M +$2.04M +14,461 +4%
USCWA
692
U.S. Capital Wealth Advisors
Texas
$53.9M +$53.9M +381,010 New
SSWM
693
Smith Salley Wealth Management
North Carolina
$53.8M +$823K +5,819 +2%
SCI
694
S&CO Inc
Massachusetts
$53.7M -$1.39M -9,854 -3%
AC
695
Allstate Corporation
Illinois
$53.7M -$4.76M -33,650 -8%
BWP
696
Baldwin Wealth Partners
Massachusetts
$53.2M -$430K -3,038 -0.8%
FMW
697
Farr Miller & Washington
District of Columbia
$53.2M -$692K -4,888 -1%
MC
698
Middleton & Co
Massachusetts
$53.2M -$1.42M -10,020 -3%
VVP
699
Venture Visionary Partners
Ohio
$53.2M +$4.36M +30,838 +9%
WP
700
Wedgewood Partners
Missouri
$53.1M -$594K -4,195 -1%
26 27
28
29 30