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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.

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 Market Value Shares Shares
Change 		Shares
Change %
GIA
3676
Goodwin Investment Advisory
Georgia
$437K 3,577 +779 +28%
DT
3677
Daniels + Tansey
Delaware
$433K 3,548 – –
LSA
3678
Lion Street Advisors
Texas
$431K 3,545 -1,149 -24%
PWM
3679
Provident Wealth Management
Tennessee
$431K 3,526 – –
LWIC
3680
Leith Wheeler Investment Counsel
British Columbia, Canada
$430K 3,519 -797 -18%
IA
3681
Inspire Advisors
Idaho
$430K 3,521 -791 -18%
CWM
3682
Cadence Wealth Management
Massachusetts
$427K 3,499 +3,499 New
AFG
3683
Arkansas Financial Group
Arkansas
$424K 3,470 – –
VFPI
3684
Vantage Financial Partners (Illinois)
Illinois
$416K 3,404 -450 -12%
FEM
3685
Fulcrum Equity Management
Texas
$415K 3,395 -2,452 -42%
WWM
3686
Wiser Wealth Management
Georgia
$413K 3,378 -227 -6%
MFM
3687
Mirsky Financial Management
New York
$413K 3,378 -47 -1%
PWG
3688
Private Wealth Group
Florida
$411K 3,361 – –
HMS
3689
Hanseatic Management Services
New Mexico
$403K 3,301 -1,436 -30%
LKIM
3690
Lawson Kroeker Investment Management
Nebraska
$403K 3,300 -200 -6%
BP
3691
BCK Partners
New York
$401K 3,003 +543 +22%
WF
3692
Williams Financial
Vermont
$399K 3,269 +3,269 New
SA
3693
Stewardship Advisors
Pennsylvania
$397K 3,253 +6 +0.2%
HPA
3694
High Probability Advisors
New York
$395K 3,230 +2 +0.1%
OHS
3695
Odey Holdings (Switzerland)
Switzerland
$391K 3,200 – –
ICM
3696
Intrepid Capital Management
Florida
$390K 3,192 -430 -12%
WS
3697
Wela Strategies
Georgia
$388K 3,179 -106 -3%
SCA
3698
Stuart Chaussee & Associates
California
$385K 3,150 -24,374 -89%
TWP
3699
Total Wealth Planning
Ohio
$381K 3,121 -466 -13%
PCM
3700
Palouse Capital Management
Washington
$381K 3,121 -379 -11%
146 147
148
149 150