2,396 hedge funds and large institutions have $341B invested in Apple in 2016 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 1,168 increasing their positions, 966 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,396
Holders Change
-1
Holders Change %
-0.04%
% of All Funds
63.94%
Holding in Top 10
1,150
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+5.12%
% of All Funds
30.69%
New
128
Increased
1,168
Reduced
966
Closed
100
Calls
$16.4B
Puts
$10.7B
Net Calls
+$5.66B
Net Calls Change
+$11.2B
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
2001
Occidental Asset Management
California
$1.09M +$83.8K +3,076 +8%
GS
2002
GAM Systematic
United Kingdom
$1.08M -$69.2K -2,540 -6%
TFO
2003
Tarbox Family Office
California
$1.08M -$654 -24 -0.1%
MAA
2004
Mraz Amerine & Associates
California
$1.07M +$57.5K +2,112 +6%
GCM
2005
Glynn Capital Management
California
$1.06M -$22.9K -840 -2%
TFF
2006
The Family Firm
Maryland
$1.06M -$20.2K -740 -2%
TIM
2007
Tortoise Investment Management
New York
$1.06M -$51.2K -1,880 -5%
JSAM
2008
J. Safra Asset Management
New York
$1.05M -$1.18M -43,344 -53%
CMANY
2009
Capital Management Associates (New York)
New York
$1.05M -$286K -10,480 -21%
KLI
2010
Kelman-Lazarov Inc
Tennessee
$1.05M +$1.05M +38,000 New
AHB
2011
Abner Herrman & Brock
New Jersey
$1.03M +$531K +19,496 +107%
SRCM
2012
Sterling Ridge Capital Management
New York
$1.03M +$1.03M +37,652 New
JCP
2013
Jabre Capital Partners
Switzerland
$1.02M +$85K +3,120 +9%
TNAM
2014
Terra Nova Asset Management
New York
$1.02M -$101K -3,692 -9%
FVCM
2015
F&V Capital Management
Florida
$1.02M +$10.9K +400 +1%
MWM
2016
Modera Wealth Management
New Jersey
$1.01M -$516K -18,916 -34%
TFA
2017
Toth Financial Advisory
Virginia
$1.01M +$34.2K +1,256 +3%
HDIM
2018
Hanson & Doremus Investment Management
Vermont
$1.01M +$120K +4,408 +14%
LFG
2019
LifePlan Financial Group
Ohio
$1M +$17.4K +640 +2%
KWMG
2020
King Wealth Management Group
Florida
$1M +$77.9K +2,860 +8%
HA
2021
Harfst & Associates
Wyoming
$996K -$1.93M -70,992 -66%
DRD
2022
Dennis R. Delaney
$996K +$17.4K +640 +2%
SEIA
2023
Signature Estate & Investment Advisors
California
$996K +$261K +9,576 +35%
TI
2024
Turner Investments
Pennsylvania
$994K +$994K +36,480 New
NCM
2025
Newgate Capital Management
Connecticut
$993K