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Apple
AAPL

Overview Fund Activity

3,022 hedge funds and large institutions have $600B invested in Apple in 2019 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 1,087 increasing their positions, 1,583 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,022
Holders Change
+20
Holders Change %
+0.67%
% of All Funds
66.37%
Holding in Top 10
1,563
Holding in Top 10 Change
+107
Holding in Top 10 Change %
+7.35%
% of All Funds
34.33%
New
114
Increased
1,087
Reduced
1,583
Closed
68
Calls
$21.2B
Puts
$22.9B
Net Calls
-$1.79B
Net Calls Change
+$2.99B

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$908M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$844M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$534M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$486M
5
Jennison Associates
Jennison Associates
New York
+$465M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$892M
2
Northern Trust
Northern Trust
Illinois
-$733M
3
USAA
United Services Automobile Association
Texas
-$730M
4
State Street
State Street
Massachusetts
-$639M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$618M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSAM
2001
Blue Square Asset Management
New York
$3.5M +$3.5M +62,520 New
HMS
2002
Hanseatic Management Services
New Mexico
$3.5M -$128K -2,280 -4%
PCC
2003
Park Circle Company
Maryland
$3.47M – – –
PGA
2004
Portland Global Advisors
Maine
$3.46M -$5.6K -100 -0.2%
HAI
2005
Hennessy Advisors Inc
California
$3.46M -$89.6K -1,600 -3%
MSU
2006
Mizuho Securities USA
New York
$3.45M +$3.45M +61,600 New
KLCM
2007
KG&L Capital Management
Louisiana
$3.44M -$30.9K -552 -0.9%
EMG
2008
ETF Managers Group
New Jersey
$3.44M -$518K -9,464 -13%
ACA
2009
Aptus Capital Advisors
Alabama
$3.44M -$116K -2,064 -3%
PAM
2010
Peninsula Asset Management
Florida
$3.44M +$27.3K +488 +0.8%
ONST
2011
Old North State Trust
North Carolina
$3.43M +$596K +10,648 +21%
SAM
2012
Stansberry Asset Management
Texas
$3.43M +$236K +4,220 +7%
TPA
2013
Trivium Point Advisory
Connecticut
$3.43M -$157K -2,764 -4%
TCM
2014
Tradewinds Capital Management
Washington
$3.43M +$43.2K +772 +1%
BCM
2015
Basswood Capital Management
New York
$3.43M – – –
OAM
2016
Ostrum Asset Management
France
$3.42M -$4.97M -88,800 -59%
FSC
2017
Full Sail Capital
Oklahoma
$3.42M +$353K +5,344 +12%
EBT
2018
Enterprise Bank & Trust
Massachusetts
$3.41M +$40.3K +720 +1%
LC
2019
LCNB Corp
Ohio
$3.4M +$364K +6,500 +12%
V
2020
VeraBank
Texas
$3.4M +$13.2K +236 +0.4%
OPTFSNA
2021
Old Point Trust & Financial Services N A
Virginia
$3.4M +$157K +2,800 +5%
Rafferty Asset Management
2022
Rafferty Asset Management
New York
$3.4M -$43.9K -784 -1%
ERIM
2023
Eagle Ridge Investment Management
Connecticut
$3.4M -$8.96K -160 -0.3%
BCM
2024
Bourgeon Capital Management
Connecticut
$3.39M -$856K -15,284 -20%
CCM
2025
Cribstone Capital Management
Maine
$3.39M -$841K -15,016 -20%
79 80
81
82 83