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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
$18.3B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.62B
3
Barclays
Barclays
United Kingdom
$4.07B
4
HHII
H&H International Investment
California
$4.31B
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$5.09B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$8.41B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.04B
3
Vanguard Group
Vanguard Group
Pennsylvania
$151B
4
State Street
State Street
Massachusetts
$76.1B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$42.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
NQWM
3326
Northwest Quadrant Wealth Management
Oregon
$1.32M -$4.27K -35 -0.3%
VFIC
3327
Valley Forge Investment Consultants
Pennsylvania
$1.3M +$856K +7,008 +192%
FNBSF
3328
First National Bank Sioux Falls
South Dakota
$1.3M -$6.48K -53 -0.5%
HCA
3329
Heck Capital Advisors
Wisconsin
$1.3M -$33.3K -273 -3%
SL
3330
Stevard LLC
Illinois
$1.3M -$1.46M -11,932 -53%
RF
3331
RHS Financial
California
$1.29M +$7.21K +59 +0.6%
DFA
3332
DHJJ Financial Advisors
Illinois
$1.29M -$3.3K -27 -0.3%
CWM
3333
Curi Wealth Management
North Carolina
$1.29M +$95.3K +781 +8%
CJA
3334
C-J Advisory
California
$1.28M +$777K +6,364 +153%
SC
3335
Scholtz & Company
Connecticut
$1.28M -$577K -4,720 -31%
HCM
3336
Howard Capital Management
Georgia
$1.28M -$633K -4,697 -33%
HG
3337
Harbor Group
New Hampshire
$1.28M +$121K +920 +10%
OWM
3338
Orgel Wealth Management
Wisconsin
$1.28M -$86.1K -705 -6%
WCM
3339
Wealthcare Capital Management
Virginia
$1.28M +$90.7K +742 +8%
ACP
3340
Arcus Capital Partners
Georgia
$1.28M -$268K -2,196 -17%
RC
3341
Rovin Capital
Arizona
$1.28M +$1.96K +16 +0.2%
SMC
3342
S. Muoio & Co
New York
$1.27M -$12.2K -100 -0.9%
KL
3343
KWMG LLC
Kansas
$1.27M +$14.3K +117 +1%
UWPG
3344
Ullmann Wealth Partners Group
Florida
$1.27M +$132K +1,081 +12%
FA
3345
FC Advisory
Pennsylvania
$1.27M +$1.1K +9 +0.1%
RFP
3346
Roth Financial Partners
Texas
$1.26M – – –
AWM
3347
Adams Wealth Management
Utah
$1.26M -$6.35K -52 -0.5%
IC
3348
Iconiq Capital
California
$1.26M -$42.9K -351 -3%
GG
3349
GenWealth Group
New Jersey
$1.25M -$203K -1,667 -14%
JHP
3350
James Hambro & Partners
United Kingdom
$1.25M -$111K -912 -8%
132 133
134
135 136