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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 %
AIP
2326
Ahrens Investment Partners
Louisiana
$6.88M -$10K -71 -0.1%
WLPWM
2327
Walled Lake Planning & Wealth Management
Illinois
$6.87M +$249K +1,762 +4%
FUBT
2328
First United Bank & Trust
Maryland
$6.86M -$201K -1,420 -3%
ML
2329
McAdam LLC
Pennsylvania
$6.86M +$497K +3,511 +8%
DR
2330
Davis Rea
Ontario, Canada
$6.86M -$1.7K -12 -0%
W
2331
Wealthquest
Ohio
$6.85M -$73.9K -522 -1%
HIM
2332
Herald Investment Management
United Kingdom
$6.85M – – –
UC
2333
Unio Capital
New Jersey
$6.84M – – –
PWS
2334
Private Wealth Strategies
Ohio
$6.84M +$499K +3,526 +8%
KAM
2335
Karani Asset Management
New York
$6.84M +$425K +3,005 +7%
ERIM
2336
Eagle Ridge Investment Management
Connecticut
$6.83M -$216K -1,527 -3%
PBT
2337
Pictet Bank & Trust
Bahamas
$6.82M – – –
IAS
2338
IMA Advisory Services
Colorado
$6.82M -$214K -1,510 -3%
MFGM
2339
Marshall Financial Group (Maryland)
Maryland
$6.79M +$59.6K +421 +0.9%
CCM
2340
Carlson Capital Management
Minnesota
$6.77M +$261K +1,843 +4%
TFM
2341
TFC Financial Management
Massachusetts
$6.77M -$54.8K -387 -0.8%
WAAG
2342
Wealth Alliance Advisory Group
Kansas
$6.73M +$47.3K +334 +0.7%
BCM
2343
Brasada Capital Management
Texas
$6.72M +$39.3K +278 +0.6%
CC
2344
Cypress Capital
Tennessee
$6.72M +$2.09M +14,788 +45%
SCG
2345
Sonata Capital Group
Washington
$6.72M -$70.3K -497 -1%
CST
2346
Charles Schwab Trust
Nevada
$6.71M +$450K +3,178 +7%
EGA
2347
E&G Advisors
Texas
$6.7M +$6.7M +47,350 New
PP
2348
Patron Partners
Texas
$6.69M +$72.7K +514 +1%
PSB
2349
Piscataqua Savings Bank
New Hampshire
$6.69M -$23.5K -166 -0.3%
ONST
2350
Old North State Trust
North Carolina
$6.69M +$18K +127 +0.3%
92 93
94
95 96