AAPL icon

Apple
AAPL

Overview Fund Activity

3,828 hedge funds and large institutions have $1.17T invested in Apple in 2021 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,528 increasing their positions, 1,938 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,828
Holders Change
-4
Holders Change %
-0.1%
% of All Funds
67.41%
Holding in Top 10
2,201
Holding in Top 10 Change
-169
Holding in Top 10 Change %
-7.13%
% of All Funds
38.76%
New
161
Increased
1,528
Reduced
1,938
Closed
116
Calls
$33B
Puts
$38.9B
Net Calls
-$5.9B
Net Calls Change
-$5.96B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.64B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$1.2B
3
Barclays
Barclays
United Kingdom
+$1.18B
4
HHII
H&H International Investment
California
+$878M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$750M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.81B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.38B
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.93B
4
State Street
State Street
Massachusetts
-$1.85B
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
3076
Nottingham Advisors
New York
$2.2M -$75.5K -618 -3%
BMD
3077
Better Money Decisions
New Mexico
$2.2M +$2.2M +17,973 New
GA
3078
GoalVest Advisory
New York
$2.19M +$602K +4,927 +38%
SHWM
3079
Smith & Howard Wealth Management
Georgia
$2.19M +$308K +2,525 +16%
PWA
3080
Phoenix Wealth Advisors
North Carolina
$2.18M -$13.8K -112 -0.6%
OWIM
3081
Old West Investment Management
California
$2.18M – – –
KLI
3082
Kelman-Lazarov Inc
Tennessee
$2.18M – – –
BSG
3083
Black Swift Group
Colorado
$2.17M +$1.35M +11,020 +164%
FBT
3084
First Bank & Trust
South Dakota
$2.17M -$21.9K -179 -1%
MAM
3085
Marquette Asset Management
Minnesota
$2.16M -$212K -1,736 -9%
DA
3086
Doliver Advisors
Texas
$2.16M +$697K +5,709 +48%
AWA
3087
Acorn Wealth Advisors
Michigan
$2.15M -$1.59K -13 -0.1%
NS
3088
Newman & Schimel
Illinois
$2.15M -$25.3K -207 -1%
AC
3089
AlphaCore Capital
California
$2.14M -$786K -6,431 -27%
ADBIC
3090
A.D. Beadell Investment Counsel
Wisconsin
$2.14M -$6.11K -50 -0.3%
CIC
3091
Cutler Investment Counsel
Oregon
$2.14M +$6.23K +51 +0.3%
VIM
3092
Vista Investment Management
Pennsylvania
$2.14M +$51.8K +424 +2%
HEIP
3093
Hudson Edge Investment Partners
New Jersey
$2.13M -$6.72K -55 -0.3%
VCP
3094
Vista Capital Partners
Oregon
$2.13M +$198K +1,622 +10%
TFA
3095
Tobias Financial Advisors
Florida
$2.1M -$116K -950 -5%
USGIU
3096
U.S. Global Investors (USGI)
Texas
$2.09M – – –
NMC
3097
Nine Masts Capital
Hong Kong
$2.09M +$2.09M +17,100 New
OWA
3098
Outlook Wealth Advisors
Texas
$2.08M +$56.6K +463 +3%
UAM
3099
Unison Asset Management
Florida
$2.08M -$1.24M -10,170 -37%
PCM
3100
Pointe Capital Management
Michigan
$2.07M +$6.96K +57 +0.3%
122 123
124
125 126