AAPL icon

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 %
WPW
1676
Warther Private Wealth
Ohio
$14.1M +$307K +2,149 +2%
TFA
1677
Toth Financial Advisory
Virginia
$14.1M -$34K -240 -0.2%
AM
1678
Atwater Malick
Pennsylvania
$14M -$42.6K -301 -0.3%
BWM
1679
BNC Wealth Management
Oregon
$14M +$292K +2,066 +2%
PMFA
1680
Plante Moran Financial Advisors
Michigan
$14M +$597K +4,221 +4%
BONST
1681
Bank of Nova Scotia Trust
Ontario, Canada
$13.9M -$255K -1,801 -2%
FC
1682
Fusion Capital
South Carolina
$13.9M +$45.3K +320 +0.3%
AF
1683
Apexium Financial
Texas
$13.9M -$140K -990 -1%
OWP
1684
Obermeyer Wealth Partners
Colorado
$13.9M -$9.62K -68 -0.1%
CA
1685
Claro Advisors
Massachusetts
$13.9M +$633K +4,476 +5%
DDC
1686
DF Dent & Co
Maryland
$13.9M -$195K -1,377 -1%
IWP
1687
Icon Wealth Partners
Texas
$13.9M -$576K -4,074 -4%
WSC
1688
Wellington Shields & Co
New York
$13.8M -$245K -1,732 -2%
SFP
1689
Shepherd Financial Partners
Massachusetts
$13.8M -$115K -810 -0.8%
VAS
1690
Vestmark Advisory Solutions
Massachusetts
$13.8M -$1.35M -9,558 -9%
MCCP
1691
Mission Creek Capital Partners
California
$13.8M -$629K -4,435 -4%
BAM
1692
Blueshift Asset Management
New Jersey
$13.8M -$11M -77,484 -44%
CBFP
1693
Cedar Brook Financial Partners
Ohio
$13.8M -$499K -3,528 -3%
FWM
1694
Focused Wealth Management
New York
$13.8M +$37.9K +268 +0.3%
HCA
1695
Horan Capital Advisors
Ohio
$13.7M -$28.2K -199 -0.2%
FIB
1696
First Interstate Bank
Montana
$13.7M +$757K +5,351 +6%
WA
1697
Waverly Advisors
Alabama
$13.7M +$471K +3,186 +4%
PAS
1698
Professional Advisory Services
Florida
$13.7M -$1.16M -8,222 -8%
AWM
1699
Aries Wealth Management
Maine
$13.6M -$39.2K -277 -0.3%
SAM
1700
Smithbridge Asset Management
Pennsylvania
$13.6M -$318K -2,248 -2%
66 67
68
69 70