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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 %
JWM
1651
Jeppson Wealth Management
California
$14.4M -$19.2K -136 -0.1%
GCA
1652
Gradient Capital Advisors
California
$14.4M +$333K +2,352 +2%
PWM
1653
Paulson Wealth Management
Illinois
$14.4M -$10.5K -74 -0.1%
ADL
1654
Asset Dedication LLC
California
$14.4M +$450K +3,183 +3%
AMG
1655
Asset Management Group
Connecticut
$14.4M -$719K -5,084 -5%
SWIG
1656
Strategic Wealth Investment Group
Kentucky
$14.4M +$1.89M +13,362 +15%
CFMC
1657
Curbstone Financial Management Corp
New Hampshire
$14.4M -$376K -2,654 -3%
OSNBOA
1658
Old Second National Bank of Aurora
Illinois
$14.3M -$484K -3,419 -3%
SG
1659
StoneX Group
New York
$14.3M +$250K +1,765 +2%
JEST
1660
JTC Employer Solutions Trustee
Jersey
$14.3M +$474K +3,351 +3%
SIC
1661
SFE Investment Counsel
California
$14.3M -$1.02M -7,242 -7%
ECG
1662
Edge Capital Group
Georgia
$14.3M -$98.2K -694 -0.7%
PFM
1663
Premier Fund Managers
United Kingdom
$14.3M +$14.3M +100,000 New
EMG
1664
ETF Managers Group
New Jersey
$14.3M +$10.9M +76,134 +320%
AMC
1665
Asset Management Corp
Illinois
$14.3M -$465K -3,283 -3%
CL
1666
Choreo LLC
Illinois
$14.3M -$2.28M -16,130 -14%
PCA
1667
Providence Capital Advisors
North Carolina
$14.2M +$415K +2,932 +3%
MFA
1668
Mayflower Financial Advisors
Massachusetts
$14.2M +$51.9K +349 +0.4%
FMI
1669
F/M Investments
District of Columbia
$14.2M +$1.05M +7,436 +8%
UHC
1670
Union Heritage Capital
Michigan
$14.2M – – –
BCM
1671
Bowie Capital Management
Texas
$14.2M – – –
AT
1672
Arden Trust
Delaware
$14.1M -$1.4M -9,882 -9%
HPIA
1673
Hamilton Point Investment Advisors
North Carolina
$14.1M +$228K +1,612 +2%
MW
1674
Marcum Wealth
Ohio
$14.1M +$3.18M +22,454 +29%
AP
1675
Americana Partners
Texas
$14.1M +$7.11M +50,285 +102%
65 66
67
68 69