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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 %
TF
2051
Trek Financial
Arizona
$9.26M -$156K -1,105 -2%
MCM
2052
McMillion Capital Management
North Carolina
$9.25M -$295K -2,085 -3%
EM
2053
Excalibur Management
Massachusetts
$9.23M -$229K -1,616 -2%
GPFA
2054
Game Plan Financial Advisors
Ohio
$9.22M -$192K -1,354 -2%
PFA
2055
Pure Financial Advisors
California
$9.22M +$661K +4,672 +8%
NG
2056
NatWest Group
United Kingdom
$9.22M -$108K -763 -1%
BMCM
2057
Bryn Mawr Capital Management
Pennsylvania
$9.21M -$717K -5,070 -7%
NG
2058
NWK Group
California
$9.21M +$169K +1,194 +2%
TCM
2059
Towercrest Capital Management
Pennsylvania
$9.21M +$659K +4,660 +8%
CA
2060
Cambridge Advisors
Nebraska
$9.2M -$168K -1,189 -2%
AIM
2061
Alhambra Investment Management
Florida
$9.19M -$95.8K -677 -1%
FCT
2062
Family Capital Trust
Massachusetts
$9.18M -$13.2K -93 -0.1%
ACM
2063
Antonetti Capital Management
Florida
$9.18M +$9.18M +64,842 New
BAM
2064
Bruderman Asset Management
New York
$9.14M +$221K +1,565 +2%
AFM
2065
Andesa Financial Management
Pennsylvania
$9.13M -$8.63M -60,986 -49%
SMA
2066
Sage Mountain Advisors
Georgia
$9.12M +$7.64K +54 +0.1%
FCMT
2067
Founders Capital Management (Texas)
Texas
$9.11M -$1.01M -7,135 -10%
TF
2068
TRH Financial
Iowa
$9.11M +$958K +6,768 +12%
PCG
2069
Private Capital Group
Connecticut
$9.08M +$280K +1,979 +3%
WCM
2070
WealthBridge Capital Management
Ohio
$9.08M -$103K -727 -1%
EI
2071
Ellevest Inc
New York
$9.07M +$1.19M +8,429 +15%
LFM
2072
Lumina Fund Management
New York
$9.06M – – –
CCP
2073
Clarkston Capital Partners
Michigan
$9.04M +$169K +1,192 +2%
CT
2074
Columbia Trust
Oregon
$9.03M +$146K +1,033 +2%
CRWM
2075
Castle Rock Wealth Management
California
$9.02M -$72.1K -479 -0.8%
81 82
83
84 85