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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 %
HFS
2001
Howard Financial Services
Texas
$9.71M -$391K -2,763 -4%
CPA
2002
Clear Perspective Advisors
Illinois
$9.71M +$913K +6,452 +10%
BFM
2003
Boothbay Fund Management
New York
$9.7M +$3.81M +26,928 +65%
SC
2004
Soundwatch Capital
Connecticut
$9.7M +$9.7M +68,547 New
SJIM
2005
St. Johns Investment Management
Florida
$9.68M -$42.2K -298 -0.4%
OCM
2006
Orleans Capital Management
Louisiana
$9.67M -$4.25K -30 -0%
FWM
2007
Fairhaven Wealth Management
Illinois
$9.65M +$110K +778 +1%
WPC
2008
White Pine Capital
Minnesota
$9.65M -$56.6K -400 -0.6%
BHBT
2009
Burke & Herbert Bank & Trust
Virginia
$9.64M -$26.9K -190 -0.3%
LJHT
2010
Laurie J. Hall Trustee
$9.63M -$52.4K -370 -0.5%
FMN
2011
Financial Management Network
California
$9.63M +$81K +582 +0.8%
AIP
2012
Almanack Investment Partners
Pennsylvania
$9.61M +$992K +7,011 +12%
BBI
2013
Baxter Bros Inc
Connecticut
$9.61M +$72.6K +513 +0.8%
HFM
2014
Hartford Financial Management
Connecticut
$9.58M -$165K -1,163 -2%
SCM
2015
Sitrin Capital Management
California
$9.58M -$31.3K -221 -0.3%
PK
2016
Pflug Koory
Nebraska
$9.57M -$140K -992 -1%
ACM
2017
Avalon Capital Management
California
$9.57M +$1.68M +11,887 +21%
BRG
2018
Bay Rivers Group
Virginia
$9.57M +$169K +1,196 +2%
SDAM
2019
Shulman DeMeo Asset Management
New York
$9.56M +$9.56M +67,584 New
BBWA
2020
Bell & Brown Wealth Advisors
California
$9.56M +$9.56M +67,544 New
SC
2021
Sierra Capital
Florida
$9.55M +$2.26K +16 +0%
MIM
2022
Montgomery Investment Management
Maryland
$9.53M +$170K +1,200 +2%
CNC
2023
Citizens & Northern Corp
Pennsylvania
$9.53M -$295K -2,083 -3%
COCM
2024
Charter Oak Capital Management
New Hampshire
$9.52M -$123K -868 -1%
FNBOMD
2025
First National Bank of Mount Dora
Florida
$9.5M +$1.13K +8 +0%
79 80
81
82 83