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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 %
GAM
901
Gotham Asset Management
New York
$37.4M -$1.59M -11,212 -4%
RSWM
902
Robertson Stephens Wealth Management
California
$37.4M -$838K -5,925 -2%
LFAS
903
Level Four Advisory Services
Texas
$37.4M -$19.9M -140,591 -35%
BCM
904
BTR Capital Management
California
$37.4M -$502K -3,550 -1%
SBCM
905
Schwerin Boyle Capital Management
Massachusetts
$37.4M – – –
DWM
906
Dakota Wealth Management
Florida
$37.3M +$1.65M +11,628 +5%
SA
907
Strategic Advisors
New York
$37.3M +$2.12M +14,970 +6%
KA
908
Kovack Advisors
Florida
$37.1M +$1.48M +10,486 +4%
FFA
909
Fragasso Financial Advisors
Pennsylvania
$37.1M +$771K +5,452 +2%
GIA
910
Granite Investment Advisors
New Hampshire
$37.1M -$1.3M -9,203 -3%
Qube Research & Technologies (QRT)
911
Qube Research & Technologies (QRT)
United Kingdom
$37M -$65.7M -464,656 -64%
ACA
912
Anchor Capital Advisors
Massachusetts
$37M -$1.22M -8,639 -3%
Koshinski Asset Management
913
Koshinski Asset Management
Illinois
$36.9M +$10.9M +76,115 +42%
AWCI
914
Alpine Woods Capital Investors
New York
$36.8M +$2.97K +21 +0%
AMCA
915
Arthur M. Cohen & Associates
Illinois
$36.5M -$197K -1,390 -0.5%
KOCAA
916
Knights of Columbus Asset Advisors
Connecticut
$36.4M -$872K -6,159 -2%
FTDI
917
First Trust Direct Indexing
Massachusetts
$36.4M +$718K +5,075 +2%
GFA
918
Gifford Fong Associates
California
$36.2M – – –
BIM
919
Bridgecreek Investment Management
Oklahoma
$36.2M -$99K -700 -0.3%
BPM
920
Bowling Portfolio Management
Ohio
$36.2M -$146K -1,029 -0.4%
HCM
921
Hilton Capital Management
New York
$36.1M +$6.67M +47,168 +23%
EWM
922
Endurance Wealth Management
Rhode Island
$36.1M -$265K -1,872 -0.7%
FM
923
Freemont Management
Switzerland
$36M +$424K +2,997 +1%
TAIM
924
Te Ahumairangi Investment Management
New Zealand
$36M -$5.31M -37,540 -13%
Wealth Enhancement Advisory Services
925
Wealth Enhancement Advisory Services
Minnesota
$36M +$135K +905 +0.4%
35 36
37
38 39