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Apple
AAPL

Overview Fund Activity

4,355 hedge funds and large institutions have $1.7T invested in Apple in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 1,676 increasing their positions, 2,270 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,355
Holders Change
-10
Holders Change %
-0.23%
% of All Funds
68.92%
Holding in Top 10
2,723
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+0.33%
% of All Funds
43.09%
New
152
Increased
1,676
Reduced
2,270
Closed
105
Calls
$39.9B
Puts
$47.7B
Net Calls
-$7.8B
Net Calls Change
+$5.94B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.51B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.73B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.63B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.53B
5
Swiss National Bank
Swiss National Bank
Switzerland
+$1.44B

Top Sellers

1
State Street
State Street
Massachusetts
-$3.36B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.24B
3
Barclays
Barclays
United Kingdom
-$1.92B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.83B
5
Jane Street
Jane Street
New York
-$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
1101
Kurt F. Somerville
$33.5M -$4.12M -23,578 -11%
VWA
1102
V Wealth Advisors
Kansas
$33.5M -$3.78M -21,630 -10%
WIC
1103
Woodmont Investment Counsel
Tennessee
$33.5M +$179K +1,025 +0.5%
TGAM
1104
TBH Global Asset Management
Tennessee
$33.5M -$330K -1,888 -1%
WPA
1105
Winning Points Advisors
Florida
$33.5M +$24.7M +141,218 +279%
OWA
1106
Octavia Wealth Advisors
Ohio
$33.5M -$1.19M -6,837 -3%
CAG
1107
Csenge Advisory Group
Florida
$33.5M +$9.43M +53,991 +39%
CCFCSB
1108
Cape Cod Five Cents Savings Bank
Massachusetts
$33.4M -$1.91M -10,967 -5%
WIM
1109
Wittenberg Investment Management
Massachusetts
$33.4M -$2.22M -12,690 -6%
Fiera Capital (Canada)
1110
Fiera Capital (Canada)
Quebec, Canada
$33.3M -$7.92M -45,377 -19%
JWM
1111
JGP Wealth Management
Oregon
$33.3M +$421K +2,474 +1%
VWA
1112
Visionary Wealth Advisors
Illinois
$33.2M +$482K +2,762 +1%
MF
1113
Montis Financial
Massachusetts
$33.2M -$517K -2,960 -2%
RIA
1114
Realta Investment Advisors
Delaware
$33.1M -$737K -4,220 -2%
SAS
1115
Sanford Advisory Services
Michigan
$33M -$3.34M -19,141 -9%
MWM
1116
Modera Wealth Management
New Jersey
$33M -$10.2M -58,383 -24%
TW
1117
TrinityPoint Wealth
Connecticut
$33M -$241K -1,381 -0.7%
QCG
1118
Quadrant Capital Group
Ohio
$32.9M +$1.16M +6,639 +4%
SIG
1119
Sargent Investment Group
Maryland
$32.8M +$3.96M +22,651 +14%
GIA
1120
GHP Investment Advisors
Colorado
$32.8M +$113K +649 +0.3%
RWA
1121
Ropes Wealth Advisors
Massachusetts
$32.8M -$5.23M -29,962 -14%
SAM
1122
SignalPoint Asset Management
Missouri
$32.7M -$118K -674 -0.4%
RP
1123
Rice Partnership
Hawaii
$32.7M -$1.21M -6,947 -4%
SVCP
1124
Silicon Valley Capital Partners
California
$32.7M +$560K +3,208 +2%
AWA
1125
Arkadios Wealth Advisors
Georgia
$32.6M -$1.68M -9,617 -5%
43 44
45
46 47