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Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
NBC
2001
Neuberger Berman Canada
Ontario, Canada
$1.22M -$350K -12,136 -22%
TIM
2002
Total Investment Management
Arizona
$1.22M +$1.22M +42,240 New
OFW
2003
Omnia Family Wealth
Florida
$1.22M +$1.22M +42,252 New
WIP
2004
Wellesley Investment Partners
Massachusetts
$1.22M +$147K +5,096 +14%
LC
2005
LCNB Corp
Ohio
$1.22M +$1.22M +42,196 New
JWM
2006
Jacobus Wealth Management
Wisconsin
$1.22M -$100K -3,464 -8%
PWMAG
2007
Pinnacle Wealth Management Advisory Group
New Jersey
$1.21M +$118K +4,088 +11%
EA
2008
Emerald Advisers
Pennsylvania
$1.21M +$347 +12 +0%
KFA
2009
Kays Financial Advisory
Georgia
$1.21M +$1.21M +41,756 New
VCM
2010
Versant Capital Management
Arizona
$1.2M -$60K -2,072 -5%
RWM
2011
Ritholtz Wealth Management
New York
$1.2M +$1.2M +41,324 New
KL
2012
KWMG LLC
Kansas
$1.2M -$471K -16,252 -28%
TFO
2013
Tarbox Family Office
California
$1.19M +$35.6K +1,228 +3%
BRF
2014
B. Riley Financial
California
$1.19M -$15.5K -536 -1%
MWM
2015
Merriman Wealth Management
Washington
$1.18M -$3.68M -127,056 -76%
WA
2016
WealthTrust-Arizona
Arizona
$1.18M +$24.4K +844 +2%
CI
2017
CAZ Investments
Texas
$1.18M – – –
DCM
2018
Dynamic Capital Management
Jersey
$1.18M -$1.94M -67,064 -62%
B
2019
Bridgeworth
Alabama
$1.17M +$1.17M +39,216 New
F
2020
Filament
Washington
$1.17M -$907K -31,312 -44%
JFGLC
2021
Johnson Financial Group LLC (Colorado)
Colorado
$1.17M +$1.17M +40,480 New
HHGA
2022
Halbert Hargrove Global Advisors
California
$1.16M +$110K +3,800 +10%
AC
2023
Argentiere Capital
Switzerland
$1.16M +$1.16M +40,036 New
RPGK
2024
Retirement Planning Group (Kansas)
Kansas
$1.16M -$59.1K -2,040 -5%
SPM
2025
Symmetry Peak Management
Pennsylvania
$1.16M +$1.16M +40,000 New
79 80
81
82 83