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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 %
SIM
1426
Sentry Investment Management
Wisconsin
$18.4M -$5.62M -39,749 -23%
SWA
1427
Sutton Wealth Advisors
Florida
$18.4M +$59.4K +420 +0.3%
GBT
1428
Grove Bank & Trust
Florida
$18.4M +$2.34M +16,506 +15%
LCAM
1429
London & Capital Asset Management
United Kingdom
$18.4M +$18.4M +129,728 New
BWM
1430
BerganKDV Wealth Management
Minnesota
$18.4M +$10.9M +77,093 +147%
VA
1431
Valmark Advisers
Ohio
$18.3M +$245K +1,731 +1%
CWS
1432
Cypress Wealth Services
California
$18.3M -$3.73M -26,350 -17%
KCM
1433
Karp Capital Management
California
$18.3M +$193K +1,366 +1%
MWA
1434
Meridian Wealth Advisors
Texas
$18.3M +$166K +1,176 +0.9%
RIA
1435
RPG Investment Advisory
California
$18.3M -$171K -1,208 -0.9%
SS
1436
Sunbelt Securities
Texas
$18.3M – – –
SVWAG
1437
Sound View Wealth Advisors Group
Georgia
$18.3M +$373K +2,636 +2%
WTFG
1438
Wells Trecaso Financial Group
Ohio
$18.3M -$437K -3,089 -2%
MFG
1439
MidWestOne Financial Group
Iowa
$18.2M -$150K -1,057 -0.8%
RWM
1440
Rench Wealth Management
Texas
$18.2M -$414K -2,928 -2%
SAM
1441
Security Asset Management
New York
$18.1M -$993K -7,021 -5%
S
1442
Seeyond
France
$18.1M -$802K -5,665 -4%
WA
1443
Wealth Architects
California
$18.1M -$310K -2,189 -2%
SAF
1444
Smith Anglin Financial
Texas
$18.1M +$3.16M +22,334 +21%
NPT
1445
Nixon Peabody Trust
Massachusetts
$18.1M +$991K +7,001 +6%
KA
1446
Kercheville Advisors
Texas
$18.1M -$56.3K -398 -0.3%
LC
1447
Lindbrook Capital
California
$18.1M -$4.3M -30,407 -19%
GJCM
1448
Grand Jean Capital Management
California
$18.1M +$227K +1,602 +1%
CAAS
1449
Capital Asset Advisory Services
Michigan
$18M -$885K -6,254 -5%
HWAM
1450
Hennion & Walsh Asset Management
New Jersey
$18M +$613K +4,331 +4%
56 57
58
59 60