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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 %
BCPWM
1951
Bradley & Co Private Wealth Management
Florida
$10.2M -$21.1K -149 -0.2%
AA
1952
ALPS Advisors
Colorado
$10.2M -$410K -2,901 -4%
GCM
1953
Gables Capital Management
Florida
$10.2M -$135K -955 -1%
FFS
1954
Founders Financial Securities
Maryland
$10.2M +$111K +785 +1%
CIP
1955
Capital Insight Partners
Arizona
$10.2M -$172K -1,213 -2%
LWMM
1956
Legacy Wealth Management (Mississippi)
Mississippi
$10.1M +$15.3K +108 +0.2%
WIC
1957
WealthBridge Investment Counsel
Alberta, Canada
$10.1M -$339K -2,394 -3%
HAC
1958
Harbor Advisory Corp
New Hampshire
$10.1M -$96.2K -680 -0.9%
MA
1959
Mezzasalma Advisors
New Jersey
$10.1M +$573K +4,050 +6%
PRWA
1960
Platte River Wealth Advisors
Colorado
$10.1M -$168K -1,188 -2%
MPW
1961
MA Private Wealth
California
$10.1M +$11.9K +84 +0.1%
PL
1962
Plancorp LLC
Missouri
$10.1M +$391K +2,763 +4%
PWA
1963
Physician Wealth Advisors
Utah
$10.1M +$50.7K +350 +0.5%
SAS
1964
Stelac Advisory Services
New York
$10.1M -$854K -6,033 -8%
ITIM
1965
Indiana Trust & Investment Management
Indiana
$10.1M -$643K -4,545 -6%
CPWA
1966
Cerro Pacific Wealth Advisors
California
$10M +$365K +2,581 +4%
AWM
1967
Aevitas Wealth Management
Massachusetts
$10M -$31.8K -225 -0.3%
CI
1968
Capital International
California
$10M -$130K -918 -1%
SIA
1969
Strategic Investment Advisors
Michigan
$9.99M +$346K +2,447 +4%
RPA
1970
Rock Point Advisors
Vermont
$9.99M -$227K -1,605 -2%
CFA
1971
Cahill Financial Advisors
Minnesota
$9.98M -$118K -831 -1%
KMWM
1972
Keudell/Morrison Wealth Management
Oregon
$9.98M -$69.3K -490 -0.7%
PFSC
1973
Peoples Financial Services Corp
Pennsylvania
$9.98M -$217K -1,534 -2%
CVM
1974
Cheviot Value Management
California
$9.95M -$352K -2,489 -3%
ACG
1975
Allen Capital Group
Nebraska
$9.95M +$54.2K +383 +0.5%
77 78
79
80 81