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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 %
CHP
1926
Cable Hill Partners
Oregon
$10.5M +$410K +2,898 +4%
PWPS
1927
Pinnacle Wealth Planning Services
Ohio
$10.5M +$10.5M +74,488 New
NGM
1928
North Growth Management
British Columbia, Canada
$10.5M – – –
LHC
1929
Little House Capital
Massachusetts
$10.5M -$597K -4,218 -5%
MAM
1930
McLean Asset Management
Virginia
$10.5M -$46.1K -309 -0.4%
NCM
1931
New Capital Management
Texas
$10.5M +$10.5M +73,828 New
LF
1932
Lee Financial
Texas
$10.5M +$912K +6,447 +10%
DFA
1933
Delta Financial Advisors
Louisiana
$10.5M -$77K -544 -0.7%
EBT
1934
Enterprise Bank & Trust
Massachusetts
$10.4M +$94.4K +667 +0.9%
Fuller & Thaler Asset Management
1935
Fuller & Thaler Asset Management
California
$10.4M -$708K -5,000 -6%
LBA
1936
Lowell Blake & Associates
Massachusetts
$10.4M +$72K +509 +0.7%
TPA
1937
Trivium Point Advisory
Connecticut
$10.4M +$64.5K +450 +0.6%
AIS
1938
American Investment Services
Massachusetts
$10.4M -$249K -1,762 -2%
DC
1939
DeDora Capital
California
$10.4M +$321K +2,266 +3%
FHCM
1940
Force Hill Capital Management
New York
$10.4M +$10.4M +73,300 New
MFW
1941
Mosaic Family Wealth
Missouri
$10.4M -$243K -1,714 -2%
MFG
1942
Magnus Financial Group
New York
$10.3M -$76.7K -542 -0.7%
CCWA
1943
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.3M -$1.99M -14,096 -16%
CQS
1944
Credential Qtrade Securities
$10.3M +$298K +2,109 +3%
HHAA
1945
Henry H. Armstrong Associates
Pennsylvania
$10.3M +$26.5K +187 +0.3%
NFSG
1946
Newbridge Financial Services Group
Florida
$10.3M +$1.47M +10,370 +17%
HBCM
1947
Heron Bay Capital Management
Michigan
$10.2M +$96.1K +679 +0.9%
HNW
1948
High Note Wealth
Minnesota
$10.2M +$115K +809 +1%
CCMINC
1949
Cardinal Capital Management Inc (North Carolina)
North Carolina
$10.2M -$176K -1,241 -2%
MC
1950
Miramar Capital
Illinois
$10.2M +$241K +1,705 +2%
76 77
78
79 80