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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 %
MFM
3676
Mirsky Financial Management
New York
$454K +$75.3K +568 +20%
BWM
3677
Blossom Wealth Management
California
$449K +$449K +3,389 New
PWG
3678
Private Wealth Group
Florida
$446K -$61.4K -463 -12%
SIA
3679
Stegner Investment Associates
Kentucky
$441K -$95.5K -720 -18%
BRC
3680
BHF RG Capital
Arizona
$437K +$662 +5 +0.2%
WS
3681
Wela Strategies
Georgia
$436K +$14.7K +111 +3%
LCWP
3682
Legacy Capital Wealth Partners
Arkansas
$435K +$435K +3,280 New
SA
3683
Stewardship Advisors
Pennsylvania
$431K – – –
HPA
3684
High Probability Advisors
New York
$428K +$428K +3,228 New
HAFS
3685
Hapanowicz & Associates Financial Services
Pennsylvania
$428K – – –
OHS
3686
Odey Holdings (Switzerland)
Switzerland
$425K – – –
SMG
3687
Smart Money Group
Texas
$421K -$731K -5,504 -63%
CWM
3688
Cedar Wealth Management
California
$412K +$38.8K +292 +10%
SI
3689
Shaker Investments
Ohio
$411K -$13.3K -100 -3%
RH
3690
RFG Holdings
Texas
$411K +$411K +3,099 New
PCIG
3691
Partners Capital Investment Group
Massachusetts
$408K +$56.1K +423 +16%
SM
3692
Salzhauer Michael
$399K +$17.2K +130 +5%
CAG
3693
Compass Advisory Group
New York
$399K +$399K +3,004 New
WAM
3694
Wakefield Asset Management
Colorado
$394K -$5.31K -40 -1%
WCP
3695
Welch Capital Partners
New York
$394K – – –
AGA
3696
Accuvest Global Advisors
Utah
$387K – – –
NICM
3697
Neo Ivy Capital Management
New York
$386K +$227K +1,713 +143%
CCP
3698
Cassia Capital Partners
North Carolina
$381K +$381K +2,873 New
CWP
3699
Corepath Wealth Partners
Arizona
$378K +$378K +2,853 New
LBA
3700
Letko, Brosseau & Associates
Quebec, Canada
$377K – – –
146 147
148
149 150