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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 %
DWM
1251
Dorchester Wealth Management
Quebec, Canada
$23.2M -$559K -3,950 -2%
BIC
1252
Beach Investment Counsel
Pennsylvania
$23.2M -$132K -930 -0.6%
SWA
1253
Stratos Wealth Advisors
Ohio
$23.2M +$2.48M +17,522 +12%
GAM
1254
Guinness Asset Management
United Kingdom
$23.1M -$455K -3,214 -2%
PR
1255
Payden & Rygel
California
$23.1M -$8.15M -57,600 -26%
XF
1256
XML Financial
Maryland
$23M +$12.6M +88,890 +120%
BFPW
1257
BOK Financial Private Wealth
Colorado
$23M +$182K +1,285 +0.8%
KJWM
1258
Kiley Juergens Wealth Management
Washington
$23M +$203K +1,438 +0.9%
AAM
1259
Azzad Asset Management
Virginia
$23M +$391K +2,760 +2%
JAG
1260
Journey Advisory Group
Kentucky
$23M -$25.6K -181 -0.1%
WAG
1261
Winthrop Advisory Group
Massachusetts
$22.9M -$96.9K -685 -0.4%
JAWM
1262
J. Arnold Wealth Management
Ohio
$22.9M +$914K +6,457 +4%
SGM
1263
Skye Global Management
Florida
$22.9M +$15M +106,000 +191%
AF
1264
Arrow Financial
New York
$22.8M -$622K -4,395 -3%
OSIA
1265
O'Shares Investment Advisers
Massachusetts
$22.8M +$668K +4,724 +3%
STA
1266
Summit Trail Advisors
New York
$22.8M +$1.6M +11,313 +8%
SNB
1267
Security National Bank
Nebraska
$22.8M +$1.85M +13,106 +9%
SIAP
1268
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22.7M -$181K -1,278 -0.8%
HCM
1269
Hutchinson Capital Management
California
$22.7M +$34.2K +242 +0.2%
BCMO
1270
Buckingham Capital Management (Ohio)
Ohio
$22.7M -$80.4K -568 -0.4%
CW
1271
CreativeOne Wealth
Kansas
$22.6M +$443K +3,125 +2%
BDWM
1272
Brewin Dolphin Wealth Management
Ireland
$22.6M +$1.06M +7,518 +5%
CCA
1273
Checchi Capital Advisers
California
$22.6M +$69.5K +491 +0.3%
HBT
1274
Hills Bank & Trust
Iowa
$22.5M +$155K +1,097 +0.7%
HKIM
1275
Hayek Kallen Investment Management
Alabama
$22.5M -$987K -6,974 -4%
49 50
51
52 53