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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 %
CIA
3776
Citadel Investment Advisory
Ohio
$212K +$212K +1,600 New
PWM
3777
Pacific Wealth Management
California
$210K +$210K +1,580 New
ARM
3778
Adirondack Research & Management
New York
$208K +$208K +1,570 New
SCM
3779
Stordahl Capital Management
Colorado
$204K +$204K +1,541 New
OKSA
3780
O'Keefe Stevens Advisory
New York
$202K +$202K +1,520 New
HM
3781
Harvest Management
New York
$202K +$202K +1,520 New
MG
3782
MilWealth Group
Wisconsin
$199K – – –
CAM
3783
Capco Asset Management
Florida
$192K – – –
VCG
3784
Vantage Consulting Group
Virginia
$177K +$177K +1,336 New
SWA
3785
Safir Wealth Advisors
New Hampshire
$176K +$176K +1,329 New
NC
3786
Nixon Capital
Texas
$172K +$172K +1,300 New
MAM
3787
Magellan Asset Management
Australia
$167K +$142K +1,068 +568%
ITFISA
3788
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$124K +$67.8K +511 +122%
LAS
3789
Lloyd Advisory Services
Georgia
$101K +$16.9K +127 +20%
BBP
3790
Banco BTG Pactual
Brazil
$98K +$98K +741 New
IA
3791
IFS Advisors
Kansas
$95K +$95K +721 New
MFM
3792
MD Financial Management
Ontario, Canada
$93K +$93K +700 New
AWMS
3793
Advocacy Wealth Management Services
Georgia
$90K -$2.25K -17 -2%
ECM
3794
EMC Capital Management
Texas
$80K +$80K +600 New
Barrow, Hanley, Mewhinney & Strauss
3795
Barrow, Hanley, Mewhinney & Strauss
Texas
$77K -$57.7K -435 -43%
WIM
3796
Weitz Investment Management
Nebraska
$74K – – –
IWMA
3797
Ironwood Wealth Management (Arizona)
Arizona
$70K +$56.8K +429 +429%
SFA
3798
Semmax Financial Advisors
North Carolina
$69K +$133 +1 +0.2%
CI
3799
Cordant Inc
Oregon
$67K – – –
SFG
3800
Sage Financial Group
Pennsylvania
$65K – – –
150 151
152
153 154