Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

APPLE INC (AAPL)

6K + Investors. Track Smart Money conviction in AAPL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +390
Streak
3Q ▲
Buyers last Q
46%

Smart Money Signals — AAPL

Based on 5513 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added AAPL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
5,513 hedge funds hold AAPL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+377 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

2565 buying2972 selling
Last quarter: 2,972 funds reduced or exited vs 2,565 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+378 vs last Q)

new funds entering per quarter
Funds opening a new AAPL position: 199 → 208 → 199 → 577. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

76% of holders stayed for 2+ years

■ 76% conviction (2yr+) ■ 14% medium ■ 11% new
4,168 out of 5,513 hedge funds have held AAPL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

464 → 199 → 208 → 199 → 577 new funds/Q
New funds entering each quarter: 199 → 208 → 199 → 577. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 11% 1-2yr ■ 17% new
Of 5,756 current holders: 4,141 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
51 of 5513 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in AAPL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AAPL

How many hedge funds hold AAPL — quarterly history vs. share price
Quarterly hedge fund ownership of AAPL vs. share price

Market Analysis: AAPL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AAPL

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

353 top-rated funds 1755 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
9.6
/ 10
conviction
Hedge Fund Positioning: AAPL
2026 Q1 Stats Unlock in 20 days 6K + Investors

Track Smart Money conviction in AAPL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 5756 5366 7.27%
13F Shares 9.67B 9.36B 3.35%
Total Value $2.56T $2.43T 5.18%
New Positions 596 215 +381
Increased Positions 2266 2474 -208
Closed Positions 196 198 -2
Reduced Positions 3084 2852 +232
Total Calls 106 114 -7.02%
Total Puts 162 156 3.85%
PUT/CALL Ratio 1.53 1.37 Bearish

Statistics: AAPL

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Institutional Holders (2026 Q1)

6K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AAPL. Verified SEC 13F-HR filings.

Top 25 institutional holders of AAPL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GLP Holdings LLLP 95.49% 367,556 $93.3M
2 RJA Asset Management LLC 91.53% 980,200 $248.8M
3 INDEPENDENT INVESTORS INC 54.48% 1,081,073 $274.4M
4 Hoffman, Alan N Investment Management 51.82% 309,580 $78.6M
5 OAKLAND FINANCIAL CORP 30.03% 7,500 $1.9M
6 Performance Wealth Partners, LLC 28.90% 3,924,612 $996.0M
7 Spurstone Advisory Services, LLC 21.81% 5,021 $1.3M
8 Putney Financial Group LLC 21.56% 84,323 $21.4M
9 Integrated Financial Solutions, Inc. 21.12% 120,008 $30.4M
10 FISHMAN JAY A LTD/MI 20.36% 898,698 $228.1M
11 Seek First Inc. 20.13% 112,539 $28.6M
12 SHIKIAR ASSET MANAGEMENT INC 19.95% 272,669 $69K
13 Semus Wealth Partners LLC 19.41% 136,878 $34.7M
14 DIAMANT ASSET MANAGEMENT, INC. 19.39% 26,614,323 $26.6M
15 Draper Asset Management, LLC 17.92% 124,228 $31.5M
16 bLong Financial, LLC 17.87% 93,116 $23.6M
17 AK GLOBAL ASSET MANAGEMENT, LLC 17.34% 72,667 $18K
18 Capital Investment Counsel, Inc 16.93% 544,538 $138.2M
19 SANDER CAPITAL ADVISORS INC 16.71% 113,716 $29K
20 Wernau Asset Management Inc. 16.57% 93,626 $23.8M
21 TradeWell Securities, LLC. 16.50% 153,347 $39.1M
22 AM INVESTMENT STRATEGIES LLC 16.24% 291,125 $73.9M
23 BENDER ROBERT & ASSOCIATES 15.96% 262,152 $66.5M
24 GUARDIAN INVESTMENT MANAGEMENT 15.81% 78,925 $20.0M
25 Yarbrough Capital, LLC 15.52% 1,744,835 $442.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — APPLE INC (AAPL)

What does the Smart Money Trend signal show for AAPL?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added AAPL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AAPL?

More sellers than buyers — 46% buying: Last quarter: 2,972 funds reduced or exited vs 2,565 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AAPL holders?

Elite ownership — 60% AUM from top-100 funds: 51 of 5513 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in AAPL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AAPL?

76% of holders stayed for 2+ years: 4,168 out of 5,513 hedge funds have held AAPL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.