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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 %
DC
2001
DeDora Capital
California
$8.64M -$112K -914 -1%
CCM
2002
Copeland Capital Management
Pennsylvania
$8.63M -$197K -1,612 -2%
ACG
2003
Allen Capital Group
Nebraska
$8.62M +$383K +3,139 +5%
RWP
2004
Ridgecrest Wealth Partners
California
$8.61M +$8.61M +70,506 New
VSWA
2005
Vontobel Swiss Wealth Advisors
Switzerland
$8.6M +$252K +2,062 +3%
FNBOMD
2006
First National Bank of Mount Dora
Florida
$8.6M -$987K -8,077 -10%
TWM
2007
TriaGen Wealth Management
California
$8.58M +$61.7K +505 +0.7%
OC
2008
Oarsman Capital
Wisconsin
$8.58M -$952K -7,796 -10%
AW
2009
Alaethes Wealth
Nevada
$8.58M +$8.58M +70,205 New
BMCM
2010
Bryn Mawr Capital Management
Pennsylvania
$8.57M -$97.8K -801 -1%
CIP
2011
Capital Insight Partners
Arizona
$8.56M -$1.75M -14,315 -17%
SC
2012
Stolper & Co
Oklahoma
$8.56M -$373K -3,054 -4%
TPA
2013
Trivium Point Advisory
Connecticut
$8.56M +$83.9K +687 +1%
NG
2014
NatWest Group
United Kingdom
$8.54M -$5.11M -41,837 -37%
WPC
2015
White Pine Capital
Minnesota
$8.54M -$194K -1,589 -2%
AFM
2016
Abbot Financial Management
Massachusetts
$8.54M +$26.4K +216 +0.3%
AIA
2017
Affinity Investment Advisors
California
$8.53M -$570K -4,663 -6%
RBFC
2018
Roman Butler Fullerton & Co
Missouri
$8.52M – – –
HBCM
2019
Heron Bay Capital Management
Michigan
$8.5M -$325K -2,663 -4%
BCA
2020
Bray Capital Advisors
Florida
$8.5M +$127K +1,041 +2%
MCM
2021
McMillion Capital Management
North Carolina
$8.5M +$61.2K +501 +0.7%
AWMT
2022
AAFMAA Wealth Management & Trust
North Carolina
$8.48M -$310K -2,536 -4%
AIM
2023
Alhambra Investment Management
Florida
$8.48M +$3.69M +30,201 +77%
KAM
2024
Knightsbridge Asset Management
California
$8.48M -$47.9K -392 -0.6%
HFM
2025
Hartford Financial Management
Connecticut
$8.47M -$98.8K -809 -1%
79 80
81
82 83