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Apple
AAPL

Overview Fund Activity

3,034 hedge funds and large institutions have $444B invested in Apple in 2018 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 1,262 increasing their positions, 1,223 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,034
Holders Change
+208
Holders Change %
+7.36%
% of All Funds
67.71%
Holding in Top 10
1,382
Holding in Top 10 Change
-137
Holding in Top 10 Change %
-9.02%
% of All Funds
30.84%
New
371
Increased
1,262
Reduced
1,223
Closed
136
Calls
$14.1B
Puts
$15.6B
Net Calls
-$1.54B
Net Calls Change
+$1.75B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.36B
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$557M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$450M
4
Renaissance Technologies
Renaissance Technologies
New York
+$435M
5
Wells Fargo
Wells Fargo
California
+$317M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$2.26B
2
State Street
State Street
Massachusetts
-$1.12B
3
Deutsche Bank
Deutsche Bank
Germany
-$884M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$795M
5
Invesco
Invesco
Georgia
-$782M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
2001
Fragasso Financial Advisors
Pennsylvania
$2.8M +$523K +13,256 +23%
SWMG
2002
Strategic Wealth Management Group
Maryland
$2.79M +$2.79M +70,712 New
DSI
2003
Daiwa SB Investments
Japan
$2.79M +$71K +1,800 +3%
EF
2004
Empirical Finance
Pennsylvania
$2.78M -$375K -9,516 -12%
CWA
2005
Clarus Wealth Advisors
Arizona
$2.78M -$159K -4,044 -5%
FDCC
2006
Foster Dykema Cabot & Co
Massachusetts
$2.78M -$40.7K -1,032 -1%
NJBEST
2007
New Jersey Better Educational Savings Trust
New Jersey
$2.78M -$63.1K -1,600 -2%
RP
2008
Riverbridge Partners
Minnesota
$2.76M – – –
LMAM
2009
Legg Mason Asset Management
Japan
$2.76M -$284K -7,200 -9%
HIM
2010
Harbour Investment Management
Washington
$2.76M +$56K +1,420 +2%
FSC
2011
Full Sail Capital
Oklahoma
$2.76M +$2.76M +69,908 New
FNC
2012
First National Corp
Massachusetts
$2.76M +$2.76M +69,912 New
BFC
2013
Bedel Financial Consulting
Indiana
$2.74M +$17.4K +440 +0.6%
TCM
2014
Tradewinds Capital Management
Washington
$2.74M +$366K +9,280 +15%
BCA
2015
Benchmark Capital Advisors
New York
$2.74M -$3.61M -91,460 -57%
NEIRG
2016
New England Investment & Retirement Group
Massachusetts
$2.74M -$81.1K -2,056 -3%
HCM
2017
Hilton Capital Management
New York
$2.73M +$205K +5,204 +8%
DC
2018
DeDora Capital
California
$2.72M -$79.6K -2,020 -3%
CWAG
2019
Compton Wealth Advisory Group
Virginia
$2.72M +$2.72M +68,900 New
BI
2020
Ballast Inc
Kentucky
$2.71M -$57.3K -1,452 -2%
MCM
2021
McRae Capital Management
New Jersey
$2.71M -$173K -4,396 -6%
PL
2022
Plancorp LLC
Missouri
$2.71M +$87.7K +2,224 +3%
EAMA
2023
EFG Asset Management (Americas)
Florida
$2.71M +$929K +23,556 +52%
HAI
2024
Hennessy Advisors Inc
California
$2.7M -$135K -3,412 -5%
HFS
2025
Howard Financial Services
Texas
$2.69M +$2.69M +68,140 New
79 80
81
82 83