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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 %
WG
726
Welch Group
Alabama
$51M -$494K -3,493 -1%
BFIM
727
Beese Fulmer Investment Management
Ohio
$51M -$457K -3,229 -0.9%
MA
728
Montag & Associates
Georgia
$50.9M +$1.49M +10,557 +3%
WAM
729
World Asset Management
Michigan
$50.8M -$3.61M -25,534 -7%
WDA
730
Wendell David Associates
New Hampshire
$50.7M -$654K -4,620 -1%
OA
731
Oak Associates
Ohio
$50.5M -$54.9K -388 -0.1%
CA
732
Clearstead Advisors
Ohio
$50.5M -$1.14M -8,047 -2%
LG
733
LaFleur & Godfrey
Michigan
$50.5M +$678K +4,794 +1%
GIM
734
Grassi Investment Management
California
$50.4M -$87.4K -618 -0.2%
MTC
735
McDaniel Terry & Co
Texas
$50.4M +$225K +1,590 +0.4%
CA
736
CSM Advisors
Pennsylvania
$50.4M -$642K -4,540 -1%
CCM
737
Compton Capital Management
Rhode Island
$50.4M -$755K -5,335 -1%
CC
738
Courier Capital
New York
$50.3M -$1.61M -11,378 -3%
RIL
739
Rothschild Investment LLC
Illinois
$50M -$6.96M -49,215 -12%
CCG
740
Ceeto Capital Group
Florida
$50M -$290K -2,050 -0.6%
AWE
741
Avidian Wealth Enterprises
Texas
$49.9M +$1.58M +11,201 +3%
DMIC
742
Dixon Mitchell Investment Counsel
British Columbia, Canada
$49.9M +$1.25M +8,832 +3%
DIA
743
Davidson Investment Advisors
Montana
$49.8M -$7.06M -49,914 -12%
GWM
744
Greenwich Wealth Management
Connecticut
$49.8M +$1.16M +8,184 +2%
H
745
Hexavest
Quebec, Canada
$49.8M -$9.36M -66,125 -16%
ECM
746
Everence Capital Management
Indiana
$49.7M – – –
GHA
747
GW Henssler & Associates
Georgia
$49.7M -$413K -2,920 -0.8%
ECM
748
Evergreen Capital Management
Washington
$49.6M -$4.75M -33,584 -9%
GC
749
Guardian Capital
Ontario, Canada
$49.6M -$107K -758 -0.2%
CRC
750
Curi RMB Capital
Illinois
$49.5M +$3.73M +26,340 +8%
28 29
30
31 32