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3,845 hedge funds and large institutions have $1.36T invested in Apple in 2021 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 1,567 increasing their positions, 1,871 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 83

16% more call options, than puts

Call options by funds: $52.1B | Put options by funds: $44.8B

3% more capital invested

Capital invested by funds: $1.33T → $1.36T (+$34.7B)

1% more funds holding in top 10

Funds holding in top 10: 2,243 → 2,262 (+19)

0.11% more ownership

Funds ownership: 57.14% → 57.25% (+0.11%)

0% less funds holding

Funds holding: 3,862 → 3,845 (-17)

16% less repeat investments, than reductions

Existing positions increased: 1,567 | Existing positions reduced: 1,871

Holders
3,845
Holders Change
-17
Holders Change %
-0.44%
% of All Funds
67.3%
Holding in Top 10
2,262
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+0.85%
% of All Funds
39.59%
New
116
Increased
1,567
Reduced
1,871
Closed
83
Calls
$52.1B
Puts
$44.8B
Net Calls
+$7.3B
Net Calls Change
-$16.9B

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$848M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$844M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$836M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$719M
5
Legal & General Group
Legal & General Group
United Kingdom
+$610M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$2.43B
2
Amundi
Amundi
France
-$1.11B
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.07B
4
KBC Group
KBC Group
Belgium
-$1.01B
5
N
Nuveen
North Carolina
-$962M
Name Holding Trade Value Shares
Change 		Change in
Stake
CM
876
Capula Management
Cayman Islands
$39.7M +$34.9M +237,046 +541%
RCM
877
RB Capital Management
Nevada
$39.3M +$1.17M +7,916 +3%
AA
878
Apriem Advisors
California
$39.3M +$210K +1,427 +0.5%
ACP
879
Aviance Capital Partners
Florida
$39.2M -$657K -4,466 -2%
FNT
880
First Nebraska Trust
Nebraska
$39.2M +$22.2K +151 +0.1%
OPCM
881
Osborne Partners Capital Management
California
$39.2M +$162K +1,102 +0.4%
FQ
882
First Quadrant
California
$39M +$153K +1,036 +0.4%
WAS
883
Wesleyan Assurance Society
United Kingdom
$38.8M – – –
BFA
884
Bragg Financial Advisors
North Carolina
$38.7M +$2.26M +15,326 +6%
MWM
885
Meridian Wealth Management
Kentucky
$38.7M +$661K +4,490 +2%
BC
886
Blackhill Capital
New Jersey
$38.7M – – –
EFM
887
E Fund Management
China
$38.7M +$40.3M +273,444 New
TC
888
Telemus Capital
Michigan
$38.6M -$13.7M -92,958 -25%
RG
889
Renaissance Group
Kentucky
$38.5M -$803K -5,454 -2%
FAM
890
Formidable Asset Management
Ohio
$38.5M +$33.5M +227,242 +506%
PAM
891
Private Asset Management
California
$38.5M -$667K -4,531 -2%
NSIM
892
North Star Investment Management
Illinois
$38.3M +$1.13M +7,694 +3%
SFO
893
Stokes Family Office
Louisiana
$38.3M -$83.2K -565 -0.2%
BFEC
894
Benjamin F. Edwards & Company
Missouri
$38.2M -$593K -4,028 -1%
HFM
895
Harvest Fund Management
China
$38.2M +$4.05M +27,527 +11%
FG
896
Fiduciary Group
Georgia
$38.1M -$337K -2,289 -0.9%
RWM
897
Ritholtz Wealth Management
New York
$38M +$3.91M +26,560 +11%
GVAG
898
Great Valley Advisor Group
Delaware
$38M +$2.06M +13,988 +5%
VCM
899
Vision Capital Management
Oregon
$38M +$146K +992 +0.4%
CAM
900
Columbia Asset Management
Michigan
$38M +$1.88M +12,796 +5%
34 35
36
37 38

AAPL Hedge Fund Activity: Q3 2021 in Review

3,845 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q3 2021, worth a combined $1.36T — up 2.6% from $1.33T a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AAPL positions and 83 closed out — a net gain of 33 holders — while 1,567 added to existing stakes and 1,871 trimmed.

The largest buyer was Bank of America, adding an estimated $848M. The largest seller was JP Morgan Chase, cutting an estimated $2.43B.

  • 3,845 institutional investors held Apple (AAPL) as of Q3 2021, down from 3,862 in Q2 2021.
  • Funds reported $1.36T of Apple stock for Q3 2021, up 2.6% quarter-over-quarter.
  • 116 funds opened new Apple positions in Q3 2021 and 83 closed out, a net change of +33 holders.
  • The largest Apple buyer in Q3 2021 was Bank of America, an estimated $848M added.
  • The largest Apple seller in Q3 2021 was JP Morgan Chase, an estimated $2.43B sold.

Based on aggregated 13F filings for Q3 2021.