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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 %
KFP
826
KMG Fiduciary Partners
Ohio
$43.5M +$797K +5,629 +2%
SC
827
Savant Capital
Illinois
$43.5M +$3.21M +22,712 +8%
LCS
828
Levin Capital Strategies
New York
$43.5M -$112K -792 -0.3%
SBWIC
829
Schaper Benz & Wise Investment Counsel
Wisconsin
$43.4M +$124K +876 +0.3%
VI
830
Vestcor Inc
New Brunswick, Canada
$43.3M -$5.12M -36,191 -11%
VCM
831
Vigilant Capital Management
Maine
$43.2M -$403K -2,851 -0.9%
CCM
832
Coldstream Capital Management
Washington
$43.2M +$2.06M +17,805 +5%
SLI
833
Sumitomo Life Insurance
Japan
$43.2M -$3.57M -25,216 -8%
JC
834
Jacobs & Co
California
$43.2M -$77.7K -549 -0.2%
HTHT
835
Hemenway Trust Hemenway Trust
New Hampshire
$43.1M -$453K -3,204 -1%
TAM
836
Todd Asset Management
Kentucky
$42.8M -$292K -2,067 -0.7%
BIA
837
Biondo Investment Advisors
Pennsylvania
$42.8M -$140K -987 -0.3%
SCM
838
SCS Capital Management
Massachusetts
$42.6M – – –
WA
839
Wealth Advisors
California
$42.4M -$93.1K -669 -0.2%
AAM
840
AR Asset Management
California
$42.4M -$446K -3,150 -1%
MLL
841
Moody Lynn & Lieberson
Massachusetts
$42.4M -$364K -2,570 -0.9%
DP
842
DDD Partners
Washington
$42.3M +$256K +1,806 +0.6%
RC
843
Roundview Capital
New Jersey
$42.2M +$502K +3,545 +1%
HWA
844
Heritage Wealth Advisors
Virginia
$41.9M -$2.97K -21 -0%
EFS
845
Essex Financial Services
Connecticut
$41.8M +$7.81M +55,206 +23%
RM
846
Resource Management
Louisiana
$41.8M -$452K -3,193 -1%
VHAM
847
Van Hulzen Asset Management
California
$41.7M -$51.9K -367 -0.1%
MHIC
848
Marble Harbor Investment Counsel
Massachusetts
$41.7M -$608K -4,300 -1%
BP
849
BBR Partners
New York
$41.6M +$707K +4,999 +2%
NFG
850
Next Financial Group
Texas
$41.5M +$1.61M +11,355 +4%
32 33
34
35 36