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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 %
GFG
2151
Greystone Financial Group
Michigan
$8.37M -$2.74M -19,333 -25%
MKA
2152
M. Kulyk & Associates
Georgia
$8.37M +$258K +1,820 +3%
CWA
2153
Clarus Wealth Advisors
Arizona
$8.35M -$105K -747 -1%
KC
2154
Kingfisher Capital
North Carolina
$8.33M +$161K +1,138 +2%
MWA
2155
MFA Wealth Advisors
Pennsylvania
$8.33M +$98.8K +698 +1%
RWB
2156
RMR Wealth Builders
New Jersey
$8.3M +$646K +4,568 +8%
IWA
2157
Inspirion Wealth Advisors
Illinois
$8.3M +$363K +2,566 +5%
HWM
2158
Hohimer Wealth Management
Washington
$8.29M -$535K -3,782 -6%
LNWTC
2159
Laird Norton Wetherby Trust Company
Washington
$8.29M +$582K +4,114 +8%
GWMIA
2160
Global Wealth Management Investment Advisory
Florida
$8.29M -$75.3K -532 -0.9%
PGA
2161
Portland Global Advisors
Maine
$8.27M -$101K -712 -1%
VRM
2162
Vectors Research Management
New York
$8.27M -$5.24K -37 -0.1%
HC
2163
HNP Capital
New York
$8.27M -$5.24K -37 -0.1%
TIM
2164
Tortoise Investment Management
New York
$8.26M +$165K +1,168 +2%
HFA
2165
HC Financial Advisors
California
$8.25M -$69.2K -489 -0.8%
IFAM
2166
Institutional & Family Asset Management
Colorado
$8.25M -$384K -2,717 -4%
PPP
2167
Private Portfolio Partners
New Jersey
$8.24M +$212K +1,496 +3%
TCCM
2168
Timber Creek Capital Management
Massachusetts
$8.24M -$32.4K -229 -0.4%
TI
2169
Truepoint Inc
Ohio
$8.24M +$1.51M +10,671 +22%
SFS
2170
Searcy Financial Services
Kansas
$8.22M -$12.7K -90 -0.2%
KWM
2171
Keebeck Wealth Management
Illinois
$8.22M -$300K -2,123 -4%
UTC
2172
Unified Trust Company
Kentucky
$8.21M -$23.9K -169 -0.3%
BL
2173
BCWM LLC
Kansas
$8.21M +$21.2K +150 +0.3%
SWMP
2174
Signature Wealth Management Partners
New Jersey
$8.2M +$182K +1,286 +2%
MIM
2175
MTM Investment Management
South Carolina
$8.19M +$59.7K +422 +0.7%
85 86
87
88 89