2,397 hedge funds and large institutions have $342B invested in Apple in 2015 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 1,092 increasing their positions, 934 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,397
Holders Change
+95
Holders Change %
+4.13%
% of All Funds
62.95%
Holding in Top 10
1,094
Holding in Top 10 Change
-60
Holding in Top 10 Change %
-5.2%
% of All Funds
28.73%
New
209
Increased
1,092
Reduced
934
Closed
77
Calls
$10.9B
Puts
$16.5B
Net Calls
-$5.53B
Net Calls Change
-$3.2B
Name Holding Trade Value Shares
Change
Shares
Change %
UONDDL
2001
University of Notre Dame du Lac
Indiana
$960K +$960K +36,492 New
NCM
2002
Newgate Capital Management
Connecticut
$959K
RMC
2003
Regis Management Company
California
$959K +$435K +16,520 +83%
WCM
2004
Weik Capital Management
Pennsylvania
$951K -$7.89K -300 -0.8%
LFG
2005
LifePlan Financial Group
Ohio
$950K +$5.37K +204 +0.6%
HCIA
2006
Hochman Cole Investment Advisors
Illinois
$950K +$950K +36,088 New
FIG
2007
Fusion Investment Group
Pennsylvania
$949K +$21.7K +824 +2%
MGAM
2008
McGowan Group Asset Management
Texas
$948K -$40.2K -1,528 -4%
TWI
2009
Thomas White International
Illinois
$945K -$75.2K -2,856 -7%
TFA
2010
Toth Financial Advisory
Virginia
$944K +$543K +20,660 +136%
DRD
2011
Dennis R. Delaney
$944K +$944K +35,896 New
HHGA
2012
Halbert Hargrove Global Advisors
California
$942K +$143K +5,428 +18%
SWM
2013
Stockman Wealth Management
Montana
$937K +$22.2K +844 +2%
CFC
2014
Coyle Financial Counsel
Illinois
$937K +$937K +35,620 New
SLT
2015
St Louis Trust
Missouri
$929K +$929K +35,296 New
GAM
2016
Garrison Asset Management
Arkansas
$928K +$105 +4 +0%
SCP
2017
Syntal Capital Partners
Texas
$927K -$9.15K -348 -1%
PCMC
2018
Paragon Capital Management (Colorado)
Colorado
$922K
MCC
2019
Malaga Cove Capital
California
$917K
BL
2020
Balentine LLC
Georgia
$909K -$36K -1,368 -4%
JCP
2021
Jabre Capital Partners
Switzerland
$906K -$228K -8,680 -20%
LWM
2022
Lenox Wealth Management
Ohio
$903K -$219K -8,304 -19%
PSC
2023
Prentiss Smith & Co
Vermont
$903K +$392K +14,900 +77%
DGI
2024
Disciplined Growth Investors
Minnesota
$902K -$52.7K -2,000 -6%
TFCM
2025
Taylor Frigon Capital Management
Arizona
$902K -$9.4K -364 -1%