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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 %
LWIC
3226
Leith Wheeler Investment Counsel
British Columbia, Canada
$274K +$91.2K +1,436 +50%
KAH
3227
Kathryn A. Hall
$274K +$274K +4,312 New
VFPI
3228
Vantage Financial Partners (Illinois)
Illinois
$272K -$229K -3,600 -46%
BFA
3229
Bluestem Financial Advisors
Illinois
$268K -$12.4K -196 -4%
DMK
3230
David M. Knott
$268K – – –
MAG
3231
Mokosak Advisory Group
Iowa
$268K +$62.3K +976 +30%
MCM
3232
Maxim Capital Management
California
$266K -$77.1K -1,212 -22%
CBOR
3233
Community Bank of Raymore
Missouri
$265K -$43.2K -680 -14%
PWP
3234
Personal Wealth Partners
Minnesota
$265K +$1.27K +20 +0.5%
CJA
3235
C-J Advisory
California
$262K -$58.7K -924 -18%
BAM
3236
Boyar Asset Management
New York
$254K +$10.2K +160 +4%
ST
3237
Sageworth Trust
Pennsylvania
$253K – – –
DP
3238
Denver PWM
Colorado
$250K -$47.8K -784 -16%
MWP
3239
Moller Wealth Partners
$250K -$4.33K -68 -2%
SFP
3240
Strategic Financial Partners
Oregon
$249K -$15.3K -240 -6%
WU
3241
Wealthsimple US
New York
$246K +$12.9K +204 +6%
SLA
3242
Silver Lake Advisory
Utah
$244K +$17.3K +272 +8%
PCM
3243
Palouse Capital Management
Washington
$243K -$7.63K -120 -3%
YMRC
3244
Yorktown Management & Research Company
Virginia
$242K -$115K -1,800 -32%
IC
3245
Iconiq Capital
California
$241K +$510 +8 +0.2%
BFA
3246
Brendel Financial Advisors
New Hampshire
$240K +$9.68K +152 +4%
SAM
3247
Steinberg Asset Management
New York
$240K +$240K +3,768 New
PFG
3248
Piershale Financial Group
Illinois
$237K +$11.2K +176 +5%
BFP
3249
Briaud Financial Planning
Texas
$234K -$29.9K -472 -11%
CWM
3250
Cedar Wealth Management
California
$233K -$122K -1,928 -34%
128 129
130
131 132