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Apple
AAPL

Overview Fund Activity

3,337 hedge funds and large institutions have $667B invested in Apple in 2020 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 1,188 increasing their positions, 1,853 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,337
Holders Change
-15
Holders Change %
-0.45%
% of All Funds
73.71%
Holding in Top 10
1,878
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+1.51%
% of All Funds
41.48%
New
156
Increased
1,188
Reduced
1,853
Closed
119
Calls
$21.9B
Puts
$24.8B
Net Calls
-$2.88B
Net Calls Change
+$2.91B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.88B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.13B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.07B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.05B
5
HHII
H&H International Investment
California
+$867M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$4.28B
2
Goldman Sachs
Goldman Sachs
New York
-$1.24B
3
Norges Bank
Norges Bank
Norway
-$939M
4
Bank of America
Bank of America
North Carolina
-$915M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$900M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRIA
2501
Edmonds Duncan Registered Investment Advisors
Kansas
$2.16M +$22.9K +360 +1%
RWA
2502
Redhawk Wealth Advisors
Minnesota
$2.16M +$169K +2,652 +8%
BWA
2503
Burt Wealth Advisors
Maryland
$2.15M -$50.6K -796 -2%
FIM
2504
Fernwood Investment Management
Massachusetts
$2.15M +$52.6K +828 +3%
CWM
2505
Connecticut Wealth Management
Connecticut
$2.14M -$155K -2,436 -7%
AIFAIM
2506
American Institute for Advanced Investment Management
Arizona
$2.14M +$118K +1,860 +6%
DFG
2507
Demars Financial Group
Washington
$2.14M +$396K +6,228 +23%
SIS
2508
Sound Income Strategies
Florida
$2.14M +$270K +4,252 +14%
QWM
2509
Quaker Wealth Management
New Jersey
$2.14M +$3.56K +56 +0.2%
MCA
2510
Magnolia Capital Advisors
Mississippi
$2.13M +$35.6K +560 +2%
SW
2511
StrongBox Wealth
Missouri
$2.13M +$2.13M +33,472 New
BEI
2512
Benjamin Edwards Inc
Missouri
$2.12M +$1.7M +26,728 +404%
ML
2513
McAdam LLC
Pennsylvania
$2.12M +$646K +10,156 +44%
Bank Julius Baer & Co
2514
Bank Julius Baer & Co
Switzerland
$2.11M +$2.11M +33,212 New
WIA
2515
World Investment Advisors
California
$2.11M +$13.5K +212 +0.6%
VDFA
2516
Vickerman & Driscoll Financial Advisors
Washington
$2.1M -$458K -7,212 -18%
PIN
2517
Prudent Investors Network
California
$2.09M -$274K -4,312 -12%
MIH
2518
Meitav Investment House
Israel
$2.09M -$1.16M -18,236 -36%
EWF
2519
Epstein & White Financial
California
$2.08M +$166K +2,608 +9%
KWA
2520
KCS Wealth Advisory
California
$2.08M -$33K -520 -2%
EWA
2521
Evolution Wealth Advisors
Florida
$2.08M +$204K +3,212 +11%
CFD
2522
Creative Financial Designs
Indiana
$2.07M -$69.9K -1,100 -3%
CA
2523
Cumberland Advisors
Florida
$2.07M +$295K +4,640 +17%
GWAG
2524
Garrett Wealth Advisory Group
Texas
$2.07M -$69.1K -1,088 -3%
CIAS
2525
CBIZ Investment Advisory Services
Ohio
$2.07M -$2.5M – –
99 100
101
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