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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 %
IWS
2076
Insight Wealth Strategies
California
$9.02M -$254K -1,795 -3%
CSA
2077
Cottage Street Advisors
Massachusetts
$9.01M +$24.1K +170 +0.3%
MPAM
2078
Murphy Pohlad Asset Management
Minnesota
$9M -$28.3K -200 -0.3%
OC
2079
Oarsman Capital
Wisconsin
$8.99M -$753K -5,318 -8%
BEC
2080
Blue Edge Capital
Virginia
$8.99M +$29.3K +207 +0.3%
PW
2081
Peninsula Wealth
California
$8.99M +$498K +3,516 +6%
BRM
2082
Boston Research & Management
Massachusetts
$8.98M -$82.8K -585 -0.9%
MCM
2083
MV Capital Management
Maryland
$8.97M +$443K +3,133 +5%
FP
2084
Financial Perspectives
Minnesota
$8.96M +$248K +1,753 +3%
SWM
2085
Sugarloaf Wealth Management
Georgia
$8.95M -$266K -1,881 -3%
SRC
2086
Sage Rhino Capital
California
$8.94M -$64.9K -459 -0.7%
ICM
2087
IMS Capital Management
Oregon
$8.94M +$3.68K +26 +0%
SFS
2088
Solitude Financial Services
Virginia
$8.93M -$1.46M -10,342 -14%
RBFC
2089
Roman Butler Fullerton & Co
Missouri
$8.92M -$181K -1,236 -2%
SIM
2090
Studio Investment Management
Illinois
$8.9M +$8.9M +62,929 New
IP
2091
Investment Partners
Ohio
$8.88M +$2.83K +20 +0%
BAM
2092
Baldrige Asset Management
Pennsylvania
$8.88M -$153K -1,083 -2%
VCM
2093
Vivaldi Capital Management
Illinois
$8.86M -$14.6K -103 -0.2%
AIM
2094
Aurora Investment Managers
Florida
$8.86M -$387K -2,736 -4%
CA
2095
Capital Advantage
California
$8.84M -$125K -886 -1%
GCM
2096
Gibraltar Capital Management
Oklahoma
$8.83M +$491K +3,467 +6%
AA
2097
Advisory Alpha
Michigan
$8.82M +$1.56M +10,990 +21%
CWAG
2098
Compton Wealth Advisory Group
Virginia
$8.82M -$327K -2,311 -4%
CIM
2099
Chapman Investment Management
California
$8.82M +$1.15M +8,111 +15%
BWL
2100
Bogart Wealth LLC
Virginia
$8.79M +$1.09M +7,734 +14%
82 83
84
85 86