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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 %
OCM
1976
Orleans Capital Management
Louisiana
$8.83M -$495K -4,051 -5%
CIM
1977
CIM Investment Management
Pennsylvania
$8.81M +$1.68M +13,759 +24%
FBT
1978
First Bankers Trust
Kentucky
$8.81M -$1.15M -9,379 -12%
AWM
1979
Aevitas Wealth Management
Massachusetts
$8.8M +$286K +2,341 +3%
HNW
1980
High Note Wealth
Minnesota
$8.8M +$237K +1,944 +3%
ITIM
1981
Indiana Trust & Investment Management
Indiana
$8.8M -$443K -3,629 -5%
KA
1982
Kerrisdale Advisers
Florida
$8.8M – – –
KFS
1983
Kaizen Financial Strategies
California
$8.79M -$1.13M -9,271 -11%
HFS
1984
Howard Financial Services
Texas
$8.78M +$967K +7,915 +12%
OBGC
1985
O'Brien Greene & Co
Pennsylvania
$8.78M -$3.48M -28,521 -28%
SIA
1986
Soltis Investment Advisors
Utah
$8.75M +$826K +6,759 +10%
OCM
1987
Orion Capital Management
California
$8.75M -$224K -1,837 -3%
LWMM
1988
Legacy Wealth Management (Mississippi)
Mississippi
$8.73M +$43.7K +358 +0.5%
MPW
1989
MA Private Wealth
California
$8.73M +$6.93M +56,766 +386%
WWA
1990
WC Walker & Associates
California
$8.73M -$203K -1,610 -2%
FCMT
1991
Founders Capital Management (Texas)
Texas
$8.71M -$1.22K -10 -0%
IF
1992
IRON Financial
Illinois
$8.69M -$621K -5,086 -7%
LPIC
1993
LeJeune Puetz Investment Counsel
Michigan
$8.68M +$40.3K +330 +0.5%
SCA
1994
Stokes Capital Advisors
South Carolina
$8.67M +$180K +1,473 +2%
BAM
1995
Bellevue Asset Management
Washington
$8.67M -$61.5K -502 -0.7%
OFG
1996
Oxford Financial Group
Indiana
$8.65M -$285K -2,331 -3%
IDA
1997
Intelligence Driven Advisers
California
$8.64M -$5.52M -45,229 -39%
KMWM
1998
Keudell/Morrison Wealth Management
Oregon
$8.64M -$65.5K -536 -0.8%
DA
1999
DCM Advisors
New York
$8.64M -$1.05M -8,614 -11%
PWA
2000
Physician Wealth Advisors
Utah
$8.64M +$9.95K +79 +0.1%
78 79
80
81 82