2,384 hedge funds and large institutions have $351B invested in Apple in 2016 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 871 increasing their positions, 1,217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,384
Holders Change
+45
Holders Change %
+1.92%
% of All Funds
63.71%
Holding in Top 10
1,110
Holding in Top 10 Change
+141
Holding in Top 10 Change %
+14.55%
% of All Funds
29.66%
New
141
Increased
871
Reduced
1,217
Closed
71
Calls
$16.9B
Puts
$14.6B
Net Calls
+$2.25B
Net Calls Change
+$1.68B
Name Holding Trade Value Shares
Change
Shares
Change %
CMANY
2001
Capital Management Associates (New York)
New York
$1.09M
SEIA
2002
Signature Estate & Investment Advisors
California
$1.08M -$157K -5,568 -13%
PWMAG
2003
Pinnacle Wealth Management Advisory Group
New Jersey
$1.07M -$210K -7,420 -16%
KM
2004
Kalos Management
Georgia
$1.06M -$374K -13,232 -26%
LOCC
2005
Lombard Odier & Cie (Canada)
Quebec, Canada
$1.06M +$280K +9,920 +36%
FVCM
2006
F&V Capital Management
Florida
$1.06M
VWM
2007
Venturi Wealth Management
Texas
$1.05M +$161K +5,700 +18%
DWM
2008
Darwin Wealth Management
Florida
$1.05M -$283K -10,004 -21%
WIP
2009
Wellesley Investment Partners
Massachusetts
$1.05M +$207K +7,324 +25%
PFM
2010
Peak Financial Management
Massachusetts
$1.05M -$184K -6,504 -15%
AA
2011
ALPS Advisors
Colorado
$1.04M +$1.04M +36,916 New
BCP
2012
Berkeley Capital Partners
Georgia
$1.03M -$6.11K -216 -0.6%
HHGA
2013
Halbert Hargrove Global Advisors
California
$1.02M -$175K -6,184 -15%
HCM
2014
Highbridge Capital Management
New York
$1.02M +$1.02M +36,048 New
FCCM
2015
First City Capital Management
Georgia
$1.02M -$11.8K -416 -1%
IIC
2016
Integrated Investment Consultants
Michigan
$1.02M
BL
2017
Balentine LLC
Georgia
$1.01M -$35.3K -1,248 -3%
PCMC
2018
Paragon Capital Management (Colorado)
Colorado
$1.01M +$452 +16 +0%
AR
2019
Advisory Research
Illinois
$1M -$2.6K -92 -0.3%
TCM
2020
Tuttle Capital Management
Connecticut
$995K +$995K +35,244 New
AHB
2021
Abner Herrman & Brock
New Jersey
$987K +$14.5K +512 +1%
CCM
2022
Colorado Capital Management
Colorado
$980K +$5.09K +180 +0.5%
MCMT
2023
Moon Capital Management (Tennessee)
Tennessee
$979K -$2.04M -72,196 -68%
CIC
2024
Cornercap Investment Counsel
Georgia
$977K -$7.1M -251,172 -88%
IWC
2025
Integrated Wealth Counsel
California
$977K -$327K -11,556 -25%