AAPL icon

Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPIA
2001
Mountain Pacific Investment Advisers
Idaho
$976K +$2.37K +76 +0.2%
LIM
2002
Lathrop Investment Management
Arkansas
$975K -$21.8K -700 -2%
CP
2003
Cinque Partners
California
$967K -$4.22M -135,836 -81%
GAM
2004
Gould Asset Management
California
$965K -$95.3K -3,064 -9%
HCM
2005
Hilton Capital Management
New York
$961K +$2.96K +92 +0.3%
AC
2006
Alexandria Capital
Virginia
$948K +$230K +7,392 +32%
ZCA
2007
Zeke Capital Advisors
Pennsylvania
$946K – – –
DAC
2008
Dividend Assets Capital
South Carolina
$946K +$93.7K +3,012 +11%
MUS
2009
Mitsubishi UFJ Securities
Japan
$945K +$945K +30,384 New
GMA
2010
Goldstein Munger & Associates
California
$939K +$54.1K +1,740 +6%
First Eagle Investment Management
2011
First Eagle Investment Management
New York
$938K +$24.9K +800 +3%
SCM
2012
Seamans Capital Management
Massachusetts
$933K +$933K +30,000 New
CCB
2013
Cutter & Co Brokerage
Missouri
$926K -$479K -15,416 -34%
AssetMark Inc
2014
AssetMark Inc
California
$925K -$58.2K -1,872 -6%
KWMG
2015
King Wealth Management Group
Florida
$921K -$32.2K -1,036 -3%
RL
2016
Ruffer LLP
United Kingdom
$915K – – –
HPBT
2017
High Point Bank & Trust
North Carolina
$914K -$45.7K -1,468 -5%
GI
2018
Gradient Investments
Minnesota
$909K -$574K -18,440 -39%
JGUA
2019
John G. Ullman & Associates
New York
$905K -$4.35K -140 -0.5%
OHS
2020
Odey Holdings (Switzerland)
Switzerland
$905K +$905K +29,100 New
FAG
2021
Financial Advisory Group
Texas
$903K +$173K +5,560 +24%
NBC
2022
Neuberger Berman Canada
Ontario, Canada
$898K -$112K -3,616 -11%
CG
2023
Colony Group
Massachusetts
$897K -$2.51M -80,524 -74%
NAM
2024
NorthCoast Asset Management
Connecticut
$893K -$981K -31,552 -52%
DLHL
2025
Donald L. Hagan LLC
Florida
$887K -$41.1K -1,320 -4%
79 80
81
82 83