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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 %
WAS
876
Wesleyan Assurance Society
United Kingdom
$38.8M – – –
BFA
877
Bragg Financial Advisors
North Carolina
$38.7M +$2.17M +15,326 +6%
MWM
878
Meridian Wealth Management
Kentucky
$38.7M +$635K +4,490 +2%
BC
879
Blackhill Capital
New Jersey
$38.7M – – –
EFM
880
E Fund Management
China
$38.7M +$38.7M +273,444 New
TC
881
Telemus Capital
Michigan
$38.6M -$13.2M -92,958 -25%
RG
882
Renaissance Group
Kentucky
$38.5M -$772K -5,454 -2%
FAM
883
Formidable Asset Management
Ohio
$38.5M +$32.2M +227,242 +506%
PAM
884
Private Asset Management
California
$38.5M -$641K -4,531 -2%
NSIM
885
North Star Investment Management
Illinois
$38.3M +$1.09M +7,694 +3%
SFO
886
Stokes Family Office
Louisiana
$38.3M -$79.9K -565 -0.2%
BFEC
887
Benjamin F. Edwards & Company
Missouri
$38.2M -$570K -4,028 -1%
HFM
888
Harvest Fund Management
China
$38.2M +$3.9M +27,527 +11%
FG
889
Fiduciary Group
Georgia
$38.1M -$342K -2,289 -0.9%
RWM
890
Ritholtz Wealth Management
New York
$38M +$3.76M +26,560 +11%
GVAG
891
Great Valley Advisor Group
Delaware
$38M +$1.98M +13,988 +5%
VCM
892
Vision Capital Management
Oregon
$38M +$140K +992 +0.4%
CAM
893
Columbia Asset Management
Michigan
$38M +$1.81M +12,796 +5%
FMC
894
First Merchants Corp
Indiana
$37.9M -$943K -6,662 -2%
ACA
895
Affinity Capital Advisors
California
$37.9M -$582K -4,116 -2%
CAM
896
Close Asset Management
United Kingdom
$37.9M +$73.5K +520 +0.2%
FA
897
Fagan Associates
New York
$37.7M +$70.9K +501 +0.2%
NW
898
NewEdge Wealth
Pennsylvania
$37.6M +$11.2M +79,068 +42%
CM
899
Churchill Management
California
$37.4M -$671K -4,742 -2%
BC
900
Burleson & Co
California
$37.4M -$1.64M -11,567 -4%
34 35
36
37 38