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Apple
AAPL

Overview Fund Activity

2,777 hedge funds and large institutions have $505B invested in Apple in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 1,054 increasing their positions, 1,431 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,777
Holders Change
-24
Holders Change %
-0.86%
% of All Funds
63.74%
Holding in Top 10
1,336
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-2.77%
% of All Funds
30.66%
New
112
Increased
1,054
Reduced
1,431
Closed
102
Calls
$12.1B
Puts
$14.6B
Net Calls
-$2.53B
Net Calls Change
+$5.58B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$12.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$2.49B
3
EVM
Eaton Vance Management
Massachusetts
+$1.11B
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$830M
5
Goldman Sachs
Goldman Sachs
New York
+$730M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.54B
3
Capital World Investors
Capital World Investors
California
-$2.58B
4
State Street
State Street
Massachusetts
-$1.94B
5
Capital Research Global Investors
Capital Research Global Investors
California
-$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1826
Confluence Wealth Management
Oregon
$3.25M +$419K +9,996 +15%
PAG
1827
Private Advisory Group
Washington
$3.25M +$569K +13,560 +21%
HPWM
1828
Highland Private Wealth Management
Washington
$3.25M +$1.35M +32,272 +72%
DE
1829
Day & Ennis
Georgia
$3.24M +$1.07M +25,548 +49%
BIA
1830
BMT Investment Advisors
Pennsylvania
$3.24M +$192K +4,584 +6%
NWP
1831
Northstar Wealth Partners
Connecticut
$3.23M +$38.6K +920 +1%
MIM
1832
Montgomery Investment Management
Maryland
$3.23M -$95.6K -2,280 -3%
LCM
1833
Leisure Capital Management
California
$3.23M -$175K -4,164 -5%
NFG
1834
Nations Financial Group
Iowa
$3.23M +$71.8K +1,712 +2%
SAM
1835
Seelaus Asset Management
New Jersey
$3.21M +$508K +12,104 +19%
HAI
1836
Hennessy Advisors Inc
California
$3.2M -$1.54M -36,812 -33%
CP
1837
Camelot Portfolios
Ohio
$3.19M -$1.24M -29,516 -28%
SMFG
1838
Sumitomo Mitsui Financial Group
Japan
$3.19M +$309K +7,356 +11%
FDS
1839
Freedom Day Solutions
Texas
$3.18M -$1.34K -32 -0%
NSB
1840
Norway Savings Bank
Maine
$3.18M -$140K -3,340 -4%
ICM
1841
Intrepid Capital Management
Florida
$3.18M – – –
AC
1842
Argentiere Capital
Switzerland
$3.17M +$3.17M +75,600 New
RT
1843
Rockland Trust
Massachusetts
$3.16M -$356K -8,496 -10%
LCC
1844
Lincoln Capital Corp
Rhode Island
$3.15M +$1.68M +40,024 +114%
TWM
1845
Titus Wealth Management
California
$3.15M +$82.7K +1,972 +3%
FPCG
1846
Fort Pitt Capital Group
Pennsylvania
$3.14M -$35.1K -836 -1%
JA
1847
JVL Associates
Michigan
$3.14M -$58.2K -1,388 -2%
WA1
1848
Wimmer Associates 1
California
$3.13M -$16.6K -396 -0.5%
BHBT
1849
Burke & Herbert Bank & Trust
Virginia
$3.13M -$61.9K -1,476 -2%
CPC
1850
Congress Park Capital
New York
$3.12M +$8.22K +196 +0.3%
72 73
74
75 76