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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 %
JSA
3551
Jacobson & Schmitt Advisors
Wisconsin
$691K +$31.1K +255 +5%
GPA
3552
Guidance Point Advisors
Massachusetts
$689K +$854 +7 +0.1%
CCM
3553
Cullen Capital Management
New York
$689K +$689K +5,640 New
FFW
3554
Fusion Family Wealth
New York
$685K -$315K -2,574 -31%
PFA
3555
Peak Financial Advisors
Colorado
$684K -$4.64K -38 -0.7%
CI
3556
CAZ Investments
Texas
$684K – – –
BC
3557
Barnett & Company
Tennessee
$683K -$64.8K -530 -9%
HHRDM
3558
H&H Retirement Design & Management
Nevada
$682K +$682K +5,170 New
FWM
3559
Filbrandt Wealth Management
Wisconsin
$681K -$799K -6,542 -54%
MIAS
3560
Mason Investment Advisory Services
Virginia
$680K -$667K -5,464 -50%
SFA
3561
Seneca Financial Advisors
New York
$677K +$151K +1,239 +29%
SA
3562
SRH Advisors
Kansas
$676K +$24.4K +200 +4%
MAM
3563
Marotta Asset Management
Virginia
$669K +$213K +3,968 +47%
SFPM
3564
Sensible Financial Planning & Management
Massachusetts
$668K -$2.31M -18,924 -78%
BWL
3565
Beacon Wealthcare LLC
North Carolina
$661K +$661K +5,415 New
T
3566
TrueFG
Texas
$660K -$47.7K -391 -7%
MAG
3567
Mokosak Advisory Group
Iowa
$659K +$45.2K +371 +7%
APC
3568
Asset Planning Corporation
Tennessee
$654K +$4.52K +37 +0.7%
JC
3569
Jentner Corp
Ohio
$653K -$33.1K -271 -5%
CM
3570
Capital Management
Virginia
$652K -$244 -2 -0%
BWM
3571
Blossom Wealth Management
California
$650K +$236K +1,932 +57%
PIN
3572
Prudent Investors Network
California
$648K +$115K +940 +22%
TAIM
3573
TD Ameritrade Investment Management
Nebraska
$639K – – –
NPPM
3574
North Point Portfolio Managers
Ohio
$634K +$82.3K +673 +15%
CSIA
3575
Charles Schwab Investment Advisory
California
$633K +$70.6K +578 +13%
141 142
143
144 145