AAPL icon

Apple
AAPL

Overview Fund Activity

3,832 hedge funds and large institutions have $1.31T invested in Apple in 2020 Q4 according to their latest regulatory filings, with 527 funds opening new positions, 1,345 increasing their positions, 1,778 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,832
Holders Change
+399
Holders Change %
+11.62%
% of All Funds
67.99%
Holding in Top 10
2,370
Holding in Top 10 Change
+235
Holding in Top 10 Change %
+11.01%
% of All Funds
42.05%
New
527
Increased
1,345
Reduced
1,778
Closed
75
Calls
$47.2B
Puts
$47.2B
Net Calls
+$60.9M
Net Calls Change
-$2.43B

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$2.42B
2
KBC Group
2
KBC Group
Belgium
$9.31B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$47.6B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.16B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$2.19B

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$234M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$118B
3
State Street
3
State Street
Massachusetts
$84.7B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$167B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$27.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
ED
3651
Exane Derivatives
France
$486K +$486K +3,661 New
VFIC
3652
Valley Forge Investment Consultants
Pennsylvania
$485K +$485K +3,654 New
ICM
3653
Intrepid Capital Management
Florida
$481K -$101K -757 -17%
MMM
3654
Mendel Money Management
Illinois
$481K -$1.33K -10 -0.3%
UWM
3655
USAdvisors Wealth Management
Minnesota
$481K +$28.6K +216 +6%
SPAS
3656
Spectrum Planning & Advisory Services
California
$479K +$479K +3,607 New
CWA
3657
Carolina Wealth Advisors
South Carolina
$478K +$20.9K +158 +5%
WWM
3658
Wiser Wealth Management
Georgia
$478K +$478K +3,605 New
TWP
3659
Total Wealth Planning
Ohio
$476K +$59.6K +449 +14%
SFMG
3660
Sage Financial Management Group
Virginia
$476K +$476K +3,585 New
CPA
3661
Cowen Prime Advisors
New York
$475K – – –
TCM
3662
Tuttle Capital Management
Connecticut
$473K +$473K +3,564 New
EA
3663
Evergreen Advisors
Tennessee
$471K +$531 +4 +0.1%
PWM
3664
Provident Wealth Management
Tennessee
$468K -$169K -1,270 -26%
BMCM
3665
Burns Matteson Capital Management
New York
$466K +$466K +3,513 New
PFM
3666
Patton Fund Management
Texas
$465K -$530 -4 -0.1%
FCM
3667
Fortis Capital Management
Washington
$465K +$55.3K +417 +13%
YMRC
3668
Yorktown Management & Research Company
Virginia
$464K -$39.8K -300 -8%
LKIM
3669
Lawson Kroeker Investment Management
Nebraska
$464K – – –
PCM
3670
Palouse Capital Management
Washington
$464K – – –
SCA
3671
Sassicaia Capital Advisers
New York
$464K +$464K +3,500 New
SCCM
3672
Schafer Cullen Capital Management
New York
$462K – – –
AFG
3673
Arkansas Financial Group
Arkansas
$460K +$164K +1,238 +55%
CRCM
3674
Corbett Road Capital Management
Virginia
$459K -$38.3K -289 -8%
KWP
3675
Keystone Wealth Partners
Arizona
$455K +$455K +3,426 New
145 146
147
148 149