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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 %
CWAG
2101
Compton Wealth Advisory Group
Virginia
$7.83M +$76.3K +625 +1%
WAM
2102
WNY Asset Management
New York
$7.83M +$877K +7,185 +13%
LFM
2103
Lumina Fund Management
New York
$7.82M – – –
MWM
2104
Merriman Wealth Management
Washington
$7.81M -$1.58M -12,971 -17%
BAM
2105
Baldrige Asset Management
Pennsylvania
$7.81M -$146K -1,194 -2%
AIM
2106
Aurora Investment Managers
Florida
$7.8M -$681K -5,576 -8%
BCM
2107
Bluefin Capital Management
New York
$7.79M -$47.5M -388,718 -86%
ICM
2108
IMS Capital Management
Oregon
$7.79M -$1.25M -10,264 -14%
NG
2109
NWK Group
California
$7.79M -$182K -1,489 -2%
PCG
2110
Private Capital Group
Connecticut
$7.78M -$2.34M -19,166 -23%
ACA
2111
Atlas Capital Advisors
Wyoming
$7.74M +$7.74M +63,369 New
NWS
2112
Newport Wealth Strategies
California
$7.74M -$44.7K -366 -0.6%
NIM
2113
Needham Investment Management
New York
$7.73M – – –
SIA
2114
Strategic Investment Advisors
Michigan
$7.73M -$655K -5,359 -8%
GC
2115
Gratus Capital
Georgia
$7.7M -$43K -352 -0.6%
BCM
2116
Bourgeon Capital Management
Connecticut
$7.69M -$26K -213 -0.3%
PCH
2117
PGIM Custom Harvest
New Jersey
$7.69M +$1.5M +12,196 +24%
BOS
2118
Bank of Stockton
California
$7.67M -$246K -2,011 -3%
TCM
2119
Tanaka Capital Management
New York
$7.66M -$73.5K -602 -1%
NFSG
2120
Newbridge Financial Services Group
Florida
$7.66M +$249K +2,040 +3%
ZF
2121
Zhang Financial
Michigan
$7.65M +$498K +4,047 +7%
XS
2122
XR Securities
Illinois
$7.63M +$1.06M +8,645 +16%
BAM
2123
Bruderman Asset Management
New York
$7.63M +$232K +1,903 +3%
WCWM
2124
Willow Creek Wealth Management
California
$7.63M -$344K -2,816 -4%
SRC
2125
Sage Rhino Capital
California
$7.62M +$561K +4,590 +8%
83 84
85
86 87