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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 %
IWP
3251
Insight Wealth Partners
Texas
$233K – – –
KCP
3252
KDI Capital Partners
North Carolina
$232K – – –
BAMG
3253
Brand Asset Management Group
Missouri
$231K -$32.5K -512 -12%
DIP
3254
DT Investment Partners
Pennsylvania
$229K -$422K -6,628 -65%
SI
3255
Shaker Investments
Ohio
$229K – – –
CWM
3256
CCG Wealth Management
California
$228K -$253K -3,968 -53%
BSWM
3257
Boston Standard Wealth Management
Massachusetts
$227K -$8.68K -144 -4%
CWM
3258
Cranbrook Wealth Management
Michigan
$227K +$38.4K +604 +20%
FCM
3259
Fairbanks Capital Management
California
$226K +$226K +3,556 New
LKIM
3260
Lawson Kroeker Investment Management
Nebraska
$223K – – –
PWM
3261
Peterson Wealth Management
Nevada
$222K +$222K +3,488 New
RCIM
3262
Red Cedar Investment Management
Michigan
$221K -$92.1K -1,448 -29%
SWM
3263
Selective Wealth Management
Virginia
$221K – – –
GG
3264
Gleason Group
Kentucky
$221K +$35.1K +552 +19%
PWS
3265
Paragon Wealth Strategies
Florida
$220K -$1.1M -17,296 -83%
LL
3266
LPWM LLC
Minnesota
$220K +$254 +4 +0.1%
FWM
3267
Filbrandt Wealth Management
Wisconsin
$220K +$79.7K +1,252 +57%
FA
3268
Forefront Analytics
Pennsylvania
$217K +$217K +3,416 New
SAM
3269
Sequent Asset Management
Texas
$217K +$217K +3,420 New
LFDLE
3270
La Financiere de L'Echiquier
France
$215K – – –
BCMIO
3271
Beacon Capital Management Inc (Ohio)
Ohio
$214K +$3.55K +56 +2%
PWC
3272
PYA Waltman Capital
Tennessee
$212K -$39.2K -616 -16%
BCM
3273
Brookmont Capital Management
Texas
$211K -$146K -2,296 -41%
TCB
3274
Texas Capital Bancshares
Texas
$209K – – –
CWA
3275
Carolina Wealth Advisors
South Carolina
$207K +$8.4K +132 +4%
129 130
131
132 133