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 %
KA
1776
Kerrisdale Advisers
Florida
$12.3M – – –
SSWM
1777
Sheets Smith Wealth Management
North Carolina
$12.3M -$613K -4,334 -5%
MLIC
1778
Mandatum Life Insurance Company
Finland
$12.3M +$53.5K +378 +0.4%
UCMOK
1779
United Capital Management of KS
Kansas
$12.3M +$102K +721 +0.8%
LWM
1780
Liberty Wealth Management
California
$12.3M -$13.9M -98,168 -53%
EWM
1781
Evermay Wealth Management
Virginia
$12.2M -$1.33M -9,410 -10%
IWA
1782
IVC Wealth Advisors
Pennsylvania
$12.2M +$334K +2,359 +3%
TIA
1783
Tiemann Investment Advisors
California
$12.2M -$191K -1,351 -2%
EWM
1784
EPG Wealth Management
Georgia
$12.2M +$810K +5,725 +7%
FNWM
1785
Financial Network Wealth Management
Utah
$12.1M -$147K -1,038 -1%
CWM
1786
Centric Wealth Management
Illinois
$12.1M +$55.6K +393 +0.5%
ZIG
1787
Zuckerman Investment Group
Illinois
$12.1M -$162K -1,145 -1%
FC
1788
Financial Consulate
Maryland
$12.1M +$278K +1,965 +2%
S
1789
Surevest
California
$12.1M +$1.79M +12,666 +17%
SF
1790
Summit Financial
New Jersey
$12.1M +$5.82M +41,109 +93%
FCFC
1791
First Commonwealth Financial Corp
Pennsylvania
$12.1M -$486K -3,437 -4%
NCM
1792
Neumann Capital Management
California
$12.1M +$720K +5,085 +6%
SIM
1793
Sadoff Investment Management
Wisconsin
$12.1M +$17.5K +124 +0.1%
TWM
1794
TLW Wealth Management
Florida
$12.1M -$23.6K -167 -0.2%
FCA
1795
FinTrust Capital Advisors
South Carolina
$12M +$552K +3,920 +5%
GCA
1796
Guardian Capital Advisors
Ontario, Canada
$12M +$528K +3,795 +5%
AWM
1797
Arbor Wealth Management
Florida
$12M -$3.03M -21,432 -20%
GCM
1798
Gabalex Capital Management
New York
$12M – – –
MCM
1799
Monarch Capital Management
Indiana
$12M +$780K +5,511 +7%
NF
1800
Nikulski Financial
Iowa
$12M +$22.2K +157 +0.2%
70 71
72
73 74