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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
1
Bank of America
North Carolina
$18.3B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$1.62B
3
Barclays
3
Barclays
United Kingdom
$4.07B
4
HHII
4
H&H International Investment
California
$4.31B
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$5.09B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$8.41B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.04B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$151B
4
State Street
4
State Street
Massachusetts
$76.1B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$42.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
3426
Aufman Associates
Pennsylvania
$1.04M +$36.7K +300 +4%
AFA
3427
AllGen Financial Advisors
Florida
$1.03M -$102K -839 -9%
T
3428
TOBAM
France
$1.03M -$124K -1,012 -11%
ADMI
3429
Albert D. Mason Inc
Massachusetts
$1.02M +$4.88K +40 +0.5%
ACA
3430
Ascension Capital Advisors
Texas
$1.01M -$153K -1,252 -13%
SIC
3431
Schwartz Investment Counsel
Michigan
$1.01M -$18.3K -150 -2%
EGWAG
3432
Elwood & Goetz Wealth Advisory Group
Georgia
$1.01M +$46.2K +378 +5%
FIG
3433
FundX Investment Group
California
$1.01M +$1.01M +8,278 New
EWG
3434
Executive Wealth Group
Washington
$1.01M +$33.5K +274 +3%
SCM
3435
Salem Capital Management
Massachusetts
$1.01M – – –
IWP
3436
Innova Wealth Partners
Pennsylvania
$1.01M +$2.44K +20 +0.2%
SPA
3437
Sentinel Pension Advisors
Massachusetts
$1.01M -$15.2K -125 -1%
SHJ
3438
Sharkey, Howes & Javer
Colorado
$1M +$489 +4 +0%
CCA
3439
Conestoga Capital Advisors
Pennsylvania
$1M -$59.9K -490 -6%
RWRC
3440
R.W. Roge & Company
New York
$1M +$366 +3 +0%
MSWMA
3441
Market Street Wealth Management Advisors
Indiana
$997K +$5.86K +48 +0.6%
KIC
3442
Keating Investment Counselors
Florida
$995K -$83.2K -681 -8%
SPI
3443
Santori & Peters Inc
Pennsylvania
$995K +$122 +1 +0%
HP
3444
HT Partners
Connecticut
$995K +$50.6K +414 +5%
BWM
3445
Biltmore Wealth Management
Arizona
$990K +$706K +5,780 +249%
BIP
3446
Blueprint Investment Partners
North Carolina
$988K +$988K +8,090 New
PWM
3447
Praetorian Wealth Management
California
$978K -$122 -1 -0%
KWP
3448
Keystone Wealth Partners
Arizona
$978K +$560K +4,583 +134%
Aristotle Capital Management
3449
Aristotle Capital Management
California
$977K – – –
TWM
3450
Trinity Wealth Management
Pennsylvania
$974K +$8.19K +67 +0.8%
136 137
138
139 140