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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 %
EN1L
1801
Engine No 1 LLC
California
$12M +$4.88M +34,489 +69%
CAC
1802
Certified Advisory Corp
Florida
$12M -$27.3K -193 -0.2%
MCA
1803
Morris Capital Advisors
Pennsylvania
$12M -$394K -2,787 -3%
SFA
1804
Souders Financial Advisors
Ohio
$11.9M +$159K +1,127 +1%
DMBA
1805
Deseret Mutual Benefit Administrators
Utah
$11.9M +$5.05M +35,690 +73%
MWM
1806
Mattern Wealth Management
Kansas
$11.9M +$7.78K +55 +0.1%
FCMC
1807
Founders Capital Management (Connecticut)
Connecticut
$11.9M +$15.3K +108 +0.1%
IRAG
1808
Investment Research & Advisory Group
Georgia
$11.9M +$32.5K +228 +0.3%
AG
1809
AIA Group
Hong Kong
$11.9M +$1.82M +12,891 +18%
PCP
1810
Proficio Capital Partners
Massachusetts
$11.9M +$13.3K +94 +0.1%
MWM
1811
Merriman Wealth Management
Washington
$11.9M -$4.1K -29 -0%
DE
1812
Day & Ennis
Georgia
$11.9M +$424 +3 +0%
PF
1813
Phoenix Financial
Israel
$11.9M -$3.44M -24,282 -22%
CRIG
1814
Charter Research & Investment Group
Connecticut
$11.8M -$140K -990 -1%
MCM
1815
Mattern Capital Management
Colorado
$11.8M -$217K -1,534 -2%
WDC
1816
Woodward Diversified Capital
California
$11.8M -$530K -3,745 -4%
KFS
1817
Kaizen Financial Strategies
California
$11.8M +$11.8M +83,490 New
RIM
1818
Reliant Investment Management
Tennessee
$11.8M -$317K -2,240 -3%
SAMH
1819
Shanda Asset Management Holdings
British Virgin Islands
$11.8M -$23.6M -166,600 -67%
NCGI
1820
Next Century Growth Investors
Minnesota
$11.8M – – –
BWM
1821
Baystate Wealth Management
Massachusetts
$11.8M +$836K +5,908 +8%
RWA
1822
Roberts Wealth Advisors
California
$11.8M +$11.8M +83,175 New
RIG
1823
RiverFront Investment Group
Virginia
$11.8M -$4.97M -35,135 -30%
KFI
1824
Key Financial Inc
Pennsylvania
$11.8M -$111K -785 -0.9%
TSS
1825
Thomas Story & Son
Indiana
$11.8M -$9.76K -69 -0.1%
71 72
73
74 75