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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 %
BWM
1401
Bulltick Wealth Management
Florida
$17.2M +$1.04M +8,538 +6%
TPCW
1402
TD Private Client Wealth
New York
$17.2M +$21.4K +175 +0.1%
ATI
1403
Act Two Investors
California
$17.2M -$715K -5,852 -4%
BP
1404
Broadleaf Partners
Ohio
$17.1M +$646K +5,291 +4%
DWT
1405
Dorsey & Whitney Trust
South Dakota
$17.1M +$113K +925 +0.7%
OCM
1406
Oakwood Capital Management
California
$17.1M -$279K -2,288 -2%
TCBWMS
1407
Texas Capital Bank Wealth Management Services
Texas
$17.1M -$10.9M -88,887 -39%
KCPG
1408
Kavar Capital Partners Group
Kansas
$17M -$395K -3,237 -2%
SG
1409
Stonnington Group
California
$17M +$17M +138,674 New
IPW
1410
Inlet Private Wealth
Florida
$17M -$44.7K -366 -0.3%
CPC
1411
Cookson Peirce & Co
Pennsylvania
$17M -$327K -2,676 -2%
PWSG
1412
Pacific Wealth Strategies Group
California
$17M -$1.17M -9,563 -6%
BA
1413
Ballast Advisors
Minnesota
$17M +$287K +2,346 +2%
GC
1414
GFG Capital
Florida
$16.9M -$7.98M -65,336 -32%
TW
1415
Transform Wealth
Colorado
$16.9M -$1.19M -9,741 -7%
MWM
1416
Modera Wealth Management
New Jersey
$16.9M -$447K -3,662 -3%
SWM
1417
Segment Wealth Management
Texas
$16.9M +$247K +2,023 +1%
CAN
1418
Claraphi Advisory Network
United States
$16.8M -$2.62M -21,465 -13%
WAP
1419
Wealthcare Advisory Partners
Pennsylvania
$16.8M +$2.52M +20,611 +18%
CS
1420
Comerica Securities
Michigan
$16.8M -$2.98M -24,426 -15%
CCC
1421
Chelsea Counsel Company
California
$16.7M -$305K -2,500 -2%
SGA
1422
Strategic Global Advisors
California
$16.7M +$308K +2,522 +2%
IFWM
1423
Institute for Wealth Management
Colorado
$16.7M +$64.1K +525 +0.4%
ZAM
1424
Zevin Asset Management
Massachusetts
$16.6M +$585K +4,791 +4%
MWM
1425
Minot Wealth Management
Massachusetts
$16.6M +$870K +7,122 +6%
55 56
57
58 59