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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
Bank of America
North Carolina
+$1.64B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$1.2B
3
Barclays
Barclays
United Kingdom
+$1.18B
4
HHII
H&H International Investment
California
+$878M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$750M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.81B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.38B
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.93B
4
State Street
State Street
Massachusetts
-$1.85B
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
776
Cornerstone Wealth Management
Missouri
$42.5M +$241K +1,970 +0.6%
HIC
777
Hartline Investment Corp
Illinois
$42.4M -$71.1K -582 -0.2%
BHWM
778
Bar Harbor Wealth Management
New Hampshire
$42.4M -$1.74M -14,240 -4%
GI
779
Gradient Investments
Minnesota
$42.4M +$15M +122,558 +55%
RFA
780
Reilly Financial Advisors
California
$42.2M +$360K +2,947 +0.9%
MSR
781
Main Street Research
Connecticut
$42.2M +$578K +4,733 +1%
CFA
782
Carroll Financial Associates
North Carolina
$42.2M -$1.47M -12,044 -3%
VCM
783
Violich Capital Management
California
$42M -$230K -1,885 -0.5%
LWCA
784
Locust Wood Capital Advisers
New York
$42M -$7.11M -58,177 -14%
NEI
785
Northwest & Ethical Investments
Ontario, Canada
$42M -$2.5M -20,487 -6%
WSTAM
786
Wilbanks Smith & Thomas Asset Management
Virginia
$41.9M +$1.46M +11,964 +4%
GC
787
Guardian Capital
Ontario, Canada
$41.8M +$2.02M +16,544 +5%
HFS
788
Hantz Financial Services
Michigan
$41.8M -$144K -1,177 -0.3%
SCA
789
Stillwater Capital Advisors
Pennsylvania
$41.8M -$834K -6,829 -2%
AWE
790
Avidian Wealth Enterprises
Texas
$41.7M +$3.51M +28,748 +9%
OWM
791
Opes Wealth Management
California
$41.7M +$22.8M +186,606 +121%
MA
792
Montag & Associates
Georgia
$41.6M +$528K +4,325 +1%
WI
793
Wintrust Investments
Illinois
$41.6M +$41.2M +338,352 +10,574%
VWM
794
Valley Wealth Managers
New Jersey
$41.1M -$1.44M -11,748 -3%
AL
795
Aspiriant LLC
California
$41M -$1.22M -9,986 -3%
AF
796
Alerus Financial
North Dakota
$41M -$591K -4,838 -1%
SEIA
797
Signature Estate & Investment Advisors
California
$40.9M +$2.29M +18,771 +6%
MAM
798
Mastrapasqua Asset Management
Tennessee
$40.9M +$1.43M +11,721 +4%
AC
799
Avenir Corporation
Virginia
$40.9M -$147K -1,201 -0.4%
CWP
800
CFM Wealth Partners
Texas
$40.8M -$638K -5,220 -2%
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