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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 %
IWA
1826
Intercontinental Wealth Advisors
Texas
$10.4M +$1.22M +10,000 +13%
SWMG
1827
Strategic Wealth Management Group
Maryland
$10.4M -$216K -1,765 -2%
IIM
1828
Intact Investment Management
Quebec, Canada
$10.4M -$721K -5,900 -7%
CC
1829
Callan Capital
California
$10.3M +$733 +6 +0%
CAC
1830
Certified Advisory Corp
Florida
$10.3M +$10.3M +84,688 New
FC
1831
Financial Consulate
Maryland
$10.3M -$184K -1,503 -2%
DBIA
1832
Dumont & Blake Investment Advisors
New Jersey
$10.3M +$137K +1,119 +1%
SWM
1833
Stockman Wealth Management
Montana
$10.3M +$1M +8,224 +11%
HW
1834
Hamilton Wealth
California
$10.3M +$11.5K +94 +0.1%
BCA
1835
Berman Capital Advisors
Georgia
$10.3M +$4.11M +33,680 +66%
GCM
1836
Gables Capital Management
Florida
$10.3M +$11.6K +95 +0.1%
AIM
1837
Acropolis Investment Management
Missouri
$10.3M +$426K +3,487 +4%
UCMOK
1838
United Capital Management of KS
Kansas
$10.3M -$2.72M -22,283 -21%
MCM
1839
Mattern Capital Management
Colorado
$10.2M -$734K -6,007 -7%
DE
1840
Day & Ennis
Georgia
$10.2M -$12.7K -104 -0.1%
MAP
1841
Managed Asset Portfolios
Michigan
$10.2M +$360K +2,946 +4%
PCP
1842
Proficio Capital Partners
Massachusetts
$10.2M +$1.36M +11,097 +15%
IRAG
1843
Investment Research & Advisory Group
Georgia
$10.2M -$878K -7,190 -8%
FAG
1844
Financial Advisory Group
Texas
$10.2M -$53.6K -439 -0.5%
KFI
1845
Key Financial Inc
Pennsylvania
$10.1M +$397K +3,251 +4%
CGA
1846
Crescent Grove Advisors
Illinois
$10.1M -$421K -3,449 -4%
RDWM
1847
Red Door Wealth Management
Tennessee
$10.1M +$291K +2,372 +3%
MA
1848
MONECO Advisors
Connecticut
$10.1M +$491K +4,022 +5%
NCM
1849
Neumann Capital Management
California
$10.1M -$332K -2,720 -3%
FCA
1850
FinTrust Capital Advisors
South Carolina
$10M +$365K +2,985 +4%
72 73
74
75 76