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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 %
PIM
1151
Penobscot Investment Management
Massachusetts
$26.3M -$535K -3,783 -2%
LWM
1152
Lyell Wealth Management
California
$26.3M +$222K +1,569 +0.9%
MAM
1153
Mark Asset Management
New York
$26.3M -$1.61M -11,346 -6%
MIP
1154
Marietta Investment Partners
Wisconsin
$26.3M -$34K -240 -0.1%
CWM
1155
Cabot Wealth Management
Massachusetts
$26.3M +$324K +2,293 +1%
TW
1156
TrinityPoint Wealth
Connecticut
$26.2M +$704K +4,975 +3%
EAM
1157
EULAV Asset Management
Florida
$26.2M -$577K -4,075 -2%
RSVP
1158
Ramsay Stattman Vela & Price
Colorado
$26.1M -$222K -1,567 -0.8%
PP
1159
Professional Planning
California
$26.1M -$929K -6,569 -3%
AAP
1160
Aristotle Atlantic Partners
Florida
$26M +$962K +6,801 +4%
GLLW
1161
Graves Light Lenhart Wealth
Virginia
$26M -$101K -714 -0.4%
LSAG
1162
Lake Street Advisors Group
New Hampshire
$25.9M +$6.68M +47,219 +35%
MCM
1163
Mitchell Capital Management
Kansas
$25.9M +$220K +1,555 +0.9%
TCM
1164
Thames Capital Management
New Jersey
$25.8M -$16K -113 -0.1%
JAM
1165
JCIC Asset Management
Ontario, Canada
$25.8M -$160K -1,133 -0.6%
FNFDCM
1166
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$25.8M +$171K +1,205 +0.7%
CIA
1167
CCM Investment Advisers
South Carolina
$25.6M -$436K -3,082 -2%
JFGIW
1168
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.6M -$1.74M -12,279 -6%
NGA
1169
Naples Global Advisors
Florida
$25.6M +$111K +783 +0.4%
1IA
1170
1834 Investment Advisors
Wisconsin
$25.6M -$749K -5,292 -3%
SVCP
1171
Silicon Valley Capital Partners
California
$25.4M +$1.79M +12,651 +8%
WSCM
1172
Wellington Shields Capital Management
New York
$25.4M -$3.83M -27,078 -13%
AWAG
1173
ARS Wealth Advisors Group
Florida
$25.3M +$25.3M +178,998 New
MWM
1174
Minot Wealth Management
Massachusetts
$25.3M +$2.5M +17,638 +11%
MAM
1175
Madison Asset Management
Wisconsin
$25.3M +$91.6K +647 +0.4%
45 46
47
48 49