2,339 hedge funds and large institutions have $296B invested in Apple in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 1,046 increasing their positions, 1,058 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
-57
Holders Change %
-2.38%
% of All Funds
62.51%
Holding in Top 10
969
Holding in Top 10 Change
-181
Holding in Top 10 Change %
-15.74%
% of All Funds
25.9%
New
95
Increased
1,046
Reduced
1,058
Closed
128
Calls
$12.5B
Puts
$11.9B
Net Calls
+$568M
Net Calls Change
-$5.09B
Name Holding Trade Value Shares
Change
Shares
Change %
AHB
2001
Abner Herrman & Brock
New Jersey
$834K -$79.2K -3,268 -9%
IIC
2002
Integrated Investment Consultants
Michigan
$832K +$3.25K +136 +0.4%
SMG
2003
Spectrum Management Group
Indiana
$830K +$9.47K +396 +1%
HPWM
2004
Highland Private Wealth Management
Washington
$830K +$73.5K +3,072 +10%
GAM
2005
Garrison Asset Management
Arkansas
$825K -$21.9K -916 -3%
DLHL
2006
Donald L. Hagan LLC
Florida
$825K +$169K +7,080 +26%
CCM
2007
Colorado Capital Management
Colorado
$824K -$28K -1,172 -3%
APSP
2008
Asset Planning Services (Pennsylvania)
Pennsylvania
$823K +$36.1K +1,512 +5%
NBG
2009
Nancy B. Gardiner
$823K +$183K +7,660 +29%
MVP
2010
Miller Value Partners
Florida
$820K -$38M -1,589,800 -98%
KWMG
2011
King Wealth Management Group
Florida
$813K -$64.1K -2,680 -7%
VA
2012
Valmark Advisers
Ohio
$811K +$66.5K +2,784 +9%
NP
2013
NorthRock Partners
Minnesota
$809K +$30K +1,256 +4%
GCM
2014
Glynn Capital Management
California
$803K -$130K -5,440 -14%
BWA
2015
Burt Wealth Advisors
Maryland
$783K -$3.73K -156 -0.5%
SLT
2016
St Louis Trust
Missouri
$774K -$494K -20,680 -39%
MFIMFI
2017
Mesirow Financial Investment Management - Fixed Income
Illinois
$772K -$584K -24,488 -43%
GAM
2018
Gemmer Asset Management
California
$771K -$59.9K -2,508 -7%
PP
2019
Peconic Partners
New York
$770K
HJMC
2020
Hellman Jordan Management Company
Massachusetts
$768K -$995K -41,700 -56%
HTI
2021
Hikari Tsushin Inc
Japan
$762K
LIM
2022
Lathrop Investment Management
Arkansas
$759K +$15.7K +656 +2%
VWM
2023
Venturi Wealth Management
Texas
$755K -$393K -16,460 -34%
1GA
2024
1st Global Advisors
Texas
$755K -$247K -10,352 -25%
SAM
2025
Summit Asset Management
Tennessee
$755K +$20.3K +848 +3%