AAPL icon

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 %
BFG
2126
Beacon Financial Group
Texas
$8.6M +$494K +3,457 +6%
SAM
2127
Strategy Asset Managers
California
$8.6M -$11.7K -83 -0.1%
WIC
2128
Willis Investment Counsel
Georgia
$8.59M +$6.43M +45,442 +297%
PI
2129
Parkside Investments
Illinois
$8.59M -$1.49M -10,538 -15%
WWA
2130
WC Walker & Associates
California
$8.59M -$766K -5,410 -8%
P
2131
&Partners
Tennessee
$8.59M -$25.6K -181 -0.3%
SG
2132
Swarthmore Group
Pennsylvania
$8.58M – – –
HWM
2133
Holloway Wealth Management
Florida
$8.58M -$8.35M – –
CT
2134
Clearstead Trust
Maine
$8.57M +$1.15M +8,101 +15%
JHCP
2135
Jackson Hole Capital Partners
Oklahoma
$8.56M +$163K +1,152 +2%
OL
2136
Optas LLC
Texas
$8.52M +$63.4K +448 +0.7%
FDS
2137
Freedom Day Solutions
Texas
$8.51M -$203K -1,434 -2%
BI
2138
Ballast Inc
Kentucky
$8.5M -$47.7K -337 -0.6%
LG
2139
Leuthold Group
Minnesota
$8.5M +$45.3K +320 +0.5%
SWP
2140
Strategic Wealth Partners
Ohio
$8.5M +$729K +5,154 +9%
CBA
2141
Coastal Bridge Advisors
Connecticut
$8.49M -$175K -1,240 -2%
EIA
2142
Eastover Investment Advisors
North Carolina
$8.47M -$139K -982 -2%
SKK
2143
Shepherd Kaplan Krochuk
Massachusetts
$8.47M +$127K +898 +2%
BOS
2144
Bank of Stockton
California
$8.43M -$152K -1,075 -2%
AWMT
2145
AAFMAA Wealth Management & Trust
North Carolina
$8.42M +$2.21M +15,634 +36%
WWM
2146
Windsor Wealth Management
Indiana
$8.4M +$509K +3,569 +6%
HAS
2147
HBW Advisory Services
California
$8.39M +$132K +934 +2%
COI
2148
Connable Office Inc
Michigan
$8.38M -$537K -3,795 -6%
FIG
2149
Freed Investment Group
Massachusetts
$8.38M +$352K +2,489 +4%
MIC
2150
Meridian Investment Counsel
California
$8.37M -$252K -1,784 -3%
84 85
86
87 88