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AAPL

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: 2,214 → 2,243 (+29)

0% more funds holding

Funds holding: 3,844 → 3,862 (+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

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.31B
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.71B
3
Macquarie Group
Macquarie Group
Australia
+$1.66B
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$714M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$657M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.41B
2
Bank of America
Bank of America
North Carolina
-$2.61B
3
N
Nuveen
North Carolina
-$1.66B
4
Millennium Management
Millennium Management
New York
-$1.21B
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.14B
Name Holding Trade Value Shares
Change 		Change in
Stake
DMIC
776
Dixon Mitchell Investment Counsel
British Columbia, Canada
$47.1M -$4.08M -31,515 -8%
GWM
777
Greenwich Wealth Management
Connecticut
$47.1M -$1.38M -10,638 -3%
TH
778
TCTC Holdings
Texas
$47M -$1.37M -10,612 -3%
WP
779
WMS Partners
Maryland
$46.9M -$838K -6,469 -2%
VI
780
Vestcor Inc
New Brunswick, Canada
$46.9M -$1.67M -12,856 -4%
AWE
781
Avidian Wealth Enterprises
Texas
$46.8M +$30.6K +236 +0.1%
BRWM
782
B. Riley Wealth Management
Tennessee
$46.7M -$6.48K -50 -0%
AC
783
Avenir Corporation
Virginia
$46.5M +$648K +5,001 +1%
VCM
784
Violich Capital Management
California
$46.4M -$647K -4,996 -1%
HSA
785
HBK Sorce Advisory
Pennsylvania
$46.4M +$1.18M +9,145 +3%
CFA
786
Carroll Financial Associates
North Carolina
$46.4M -$849K -6,555 -2%
OWM
787
Opes Wealth Management
California
$46.3M -$402K -3,106 -0.9%
LWAC
788
Laurel Wealth Advisors (California)
California
$46.2M +$622K +4,799 +1%
Jones Financial Companies
789
Jones Financial Companies
Missouri
$46M -$1.62M -12,513 -4%
HJGA
790
Hardman Johnston Global Advisors
Connecticut
$46M -$1.68M -12,996 -4%
SCA
791
Stillwater Capital Advisors
Pennsylvania
$45.9M -$892K -6,881 -2%
EI
792
Ethic Inc
New York
$45.8M +$10.6M +81,444 +32%
BHWM
793
Bar Harbor Wealth Management
New Hampshire
$45.8M -$1.64M -12,674 -4%
MAM
794
Mastrapasqua Asset Management
Tennessee
$45.8M -$64K -494 -0.1%
RFA
795
Reilly Financial Advisors
California
$45.7M -$1.5M -11,613 -3%
AC
796
Alleghany Corporation
New York
$45.7M – – –
SEM
797
Suncoast Equity Management
Florida
$45.7M +$353K +2,722 +0.8%
FB
798
Fulton Bank
Pennsylvania
$45.7M -$27.2K -210 -0.1%
FBB
799
Fulton Breakefield Broenniman
Maryland
$45.6M +$456K +3,516 +1%
SLI
800
Sumitomo Life Insurance
Japan
$45.2M -$6.36M -49,060 -13%
30 31
32
33 34

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.