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Apple
AAPL

Overview Fund Activity

4,355 hedge funds and large institutions have $1.7T invested in Apple in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 1,676 increasing their positions, 2,270 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,355
Holders Change
-10
Holders Change %
-0.23%
% of All Funds
68.92%
Holding in Top 10
2,723
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+0.33%
% of All Funds
43.09%
New
152
Increased
1,676
Reduced
2,270
Closed
105
Calls
$39.9B
Puts
$47.7B
Net Calls
-$7.8B
Net Calls Change
+$5.94B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.51B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.73B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.63B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.53B
5
Swiss National Bank
Swiss National Bank
Switzerland
+$1.44B

Top Sellers

1
State Street
State Street
Massachusetts
-$3.36B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.24B
3
Barclays
Barclays
United Kingdom
-$1.92B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.83B
5
Jane Street
Jane Street
New York
-$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
HNWAG
2001
High Net Worth Advisory Group
Florida
$12.4M -$14.1K -81 -0.1%
Financial Engines Advisors
2002
Financial Engines Advisors
California
$12.4M +$3.34M +19,100 +37%
CT
2003
Columbia Trust
Oregon
$12.4M +$1.86M +11,244 +18%
HPWA
2004
Hall Private Wealth Advisors
North Carolina
$12.4M +$2.19M +12,552 +21%
V
2005
VeraBank
Texas
$12.4M -$235K -1,346 -2%
JF
2006
JSF Financial
California
$12.4M +$280K +1,602 +2%
GC
2007
Gratus Capital
Georgia
$12.4M +$3.32M +19,042 +37%
TIP
2008
Torray Investment Partners
Maryland
$12.4M -$2.09M -11,955 -14%
GFG
2009
Greystone Financial Group
Michigan
$12.3M +$219K +1,254 +2%
CIM
2010
Chapman Investment Management
California
$12.3M -$192K -1,101 -2%
KFS
2011
Kaizen Financial Strategies
California
$12.3M -$404K -2,316 -3%
ITIM
2012
Indiana Trust & Investment Management
Indiana
$12.3M -$5.24K -30 -0%
GG
2013
Golden Green
South Carolina
$12.3M +$105K +604 +0.9%
OCM
2014
Orleans Capital Management
Louisiana
$12.3M +$208K +1,189 +2%
CPWA
2015
Cerro Pacific Wealth Advisors
California
$12.3M +$13.8K +79 +0.1%
CP
2016
Corbenic Partners
Pennsylvania
$12.3M +$265K +1,515 +2%
FFA
2017
Fairfield Financial Advisors
Massachusetts
$12.3M +$12.3M +70,456 New
EBT
2018
Enterprise Bank & Trust
Massachusetts
$12.3M -$653K -3,742 -5%
TF
2019
TRH Financial
Iowa
$12.3M +$502K +2,875 +4%
WIC
2020
WealthBridge Investment Counsel
Alberta, Canada
$12.3M -$17.5K -100 -0.1%
AWS
2021
AJ Wealth Strategies
New York
$12.3M +$13.3K +76 +0.1%
BWA
2022
Blodgett Wealth Advisors
California
$12.3M +$416K +2,383 +4%
BDS
2023
Banco de Sabadell
Florida
$12.3M +$544K +3,099 +5%
HFS
2024
Howard Financial Services
Texas
$12.2M +$336K +1,924 +3%
GCM
2025
Gables Capital Management
Florida
$12.2M -$149K -855 -1%
79 80
81
82 83