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Apple
AAPL

Overview Fund Activity

3,337 hedge funds and large institutions have $667B invested in Apple in 2020 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 1,188 increasing their positions, 1,853 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,337
Holders Change
-15
Holders Change %
-0.45%
% of All Funds
73.71%
Holding in Top 10
1,878
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+1.51%
% of All Funds
41.48%
New
156
Increased
1,188
Reduced
1,853
Closed
119
Calls
$21.9B
Puts
$24.8B
Net Calls
-$2.88B
Net Calls Change
+$2.91B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.88B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.13B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.07B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.05B
5
HHII
H&H International Investment
California
+$867M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$4.28B
2
Goldman Sachs
Goldman Sachs
New York
-$1.24B
3
Norges Bank
Norges Bank
Norway
-$939M
4
Bank of America
Bank of America
North Carolina
-$915M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$900M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHBT
2001
Burke & Herbert Bank & Trust
Virginia
$4.45M -$65.9K -1,036 -1%
IWS
2002
Insight Wealth Strategies
California
$4.44M -$5.8M -91,256 -57%
ACM
2003
Alpha Capital Management
Texas
$4.42M -$985K -15,500 -18%
CFA
2004
Cahill Financial Advisors
Minnesota
$4.42M -$29.5K -464 -0.7%
RCS
2005
Retirement Capital Strategies
California
$4.41M +$2.15M +33,820 +95%
BBL
2006
Beck Bode LLC
Massachusetts
$4.41M -$1.35M -18,444 -24%
RP
2007
Riverbridge Partners
Minnesota
$4.41M – – –
CWA
2008
Clarus Wealth Advisors
Arizona
$4.4M -$124K -2,056 -3%
BCM
2009
Bienville Capital Management
New York
$4.4M +$1.01M +15,956 +30%
ACG
2010
Allen Capital Group
Nebraska
$4.37M -$1.36M -21,380 -24%
OFW
2011
Omnia Family Wealth
Florida
$4.36M -$837K -13,164 -16%
SWM
2012
Sculati Wealth Management
Michigan
$4.36M +$96.1K +1,512 +2%
PFA
2013
Pure Financial Advisors
California
$4.36M -$205K -3,232 -5%
ARMT
2014
Amica Retiree Medical Trust
Rhode Island
$4.34M -$159K -2,508 -4%
FP
2015
Financial Perspectives
Minnesota
$4.34M +$484K +7,608 +13%
TLP
2016
Trinity Legacy Partners
Texas
$4.34M +$151K +2,468 +4%
RFN
2017
RDA Financial Network
Iowa
$4.33M -$342K -5,384 -7%
PL
2018
Plancorp LLC
Missouri
$4.33M +$564K +8,868 +15%
PPW
2019
Parcion Private Wealth
Washington
$4.33M +$72.5K +1,140 +2%
V
2020
VeraBank
Texas
$4.32M +$203K +3,200 +5%
ISWM
2021
Independent Solutions Wealth Management
New York
$4.32M -$509K -8,012 -11%
GCM
2022
Gunderson Capital Management
South Carolina
$4.31M +$708K +11,144 +20%
SRAM
2023
Spouting Rock Asset Management
Pennsylvania
$4.31M -$3.53M -55,556 -45%
HHAA
2024
Henry H. Armstrong Associates
Pennsylvania
$4.31M +$145K +2,284 +3%
LWA
2025
Lineweaver Wealth Advisors
Ohio
$4.3M -$36.4K -572 -0.8%
79 80
81
82 83