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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 %
TA
751
TRB Advisors
New York
$49.5M – – –
MIA
752
MainStreet Investment Advisors
Illinois
$49.5M -$3.84M -27,127 -7%
BRWM
753
B. Riley Wealth Management
Tennessee
$49.4M +$1.15M +8,302 +2%
GAI
754
General American Investors
New York
$49.2M – – –
VCM
755
Violich Capital Management
California
$49.2M +$1.23M +8,676 +3%
NFC
756
Northeast Financial Consultants
Connecticut
$49.1M -$1.57M -11,063 -3%
TH
757
TCTC Holdings
Texas
$49M +$499K +3,526 +1%
Edgewood Management
758
Edgewood Management
Connecticut
$49M -$3.47M -24,534 -7%
CWM
759
Cornerstone Wealth Management
Missouri
$48.9M -$59.4K -420 -0.1%
NEI
760
Northwest & Ethical Investments
Ontario, Canada
$48.8M -$206K -1,459 -0.4%
BAAM
761
Baker Avenue Asset Management
California
$48.8M -$472K -3,334 -1%
TSW
762
Thompson Siegel & Walmsley
Virginia
$48.5M -$400K -2,826 -0.8%
OWM
763
Opes Wealth Management
California
$48.5M +$651K +4,604 +1%
HSA
764
HBK Sorce Advisory
Pennsylvania
$48.5M +$593K +4,190 +1%
CFA
765
Carroll Financial Associates
North Carolina
$48.4M +$460K +3,248 +1%
BST
766
Bath Savings Trust
Maine
$48.4M -$1,000K -7,067 -2%
AF
767
Allworth Financial
California
$48.3M +$15.1M +106,749 +45%
SFS
768
Sowell Financial Services
Arkansas
$48.2M -$1.3M -9,215 -3%
DAS
769
Dynamic Advisor Solutions
Arizona
$47.7M +$3.06M +21,606 +7%
KPW
770
Kore Private Wealth
New York
$47.6M +$1.67M +11,785 +4%
WP
771
WMS Partners
Maryland
$47.5M -$1.04M -7,353 -2%
RFA
772
Reilly Financial Advisors
California
$47.4M +$96.8K +684 +0.2%
FB
773
Fulton Bank
Pennsylvania
$47.3M +$74.7K +528 +0.2%
SEIA
774
Signature Estate & Investment Advisors
California
$47.3M -$2.35M -16,642 -5%
AC
775
Alleghany Corporation
New York
$47.2M – – –
29 30
31
32 33