2,513 hedge funds and large institutions have $466B invested in Apple in 2017 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 773 increasing their positions, 1,422 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,513
Holders Change
+57
Holders Change %
+2.32%
% of All Funds
62.65%
Holding in Top 10
1,285
Holding in Top 10 Change
+149
Holding in Top 10 Change %
+13.12%
% of All Funds
32.04%
New
156
Increased
773
Reduced
1,422
Closed
69
Calls
$16B
Puts
$15.5B
Net Calls
+$481M
Net Calls Change
+$2.32B
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
2001
Jacobus Wealth Management
Wisconsin
$1.59M +$76.1K +2,120 +5%
PI
2002
PHH Investments
Texas
$1.58M +$639K +17,480 +68%
BIM
2003
Beach Investment Management
Pennsylvania
$1.58M +$1.58M +44,040 New
NERM
2004
New England Research & Management
Illinois
$1.57M -$103K -2,868 -6%
TIM
2005
Tortoise Investment Management
New York
$1.57M +$20.1K +560 +1%
ADBIC
2006
A.D. Beadell Investment Counsel
Wisconsin
$1.57M -$7.18K -200 -0.5%
HI
2007
Hudock Inc
Pennsylvania
$1.57M -$40.6K -1,132 -3%
PAG
2008
Private Advisory Group
Washington
$1.56M -$69.9K -1,944 -4%
AC
2009
Addison Capital
Pennsylvania
$1.56M +$630K +17,540 +68%
GBT
2010
Grove Bank & Trust
Florida
$1.55M -$648K -18,052 -29%
MGIA
2011
Moneta Group Investment Advisors
Missouri
$1.55M -$171K -4,748 -10%
TPW
2012
Tiller Private Wealth
Pennsylvania
$1.55M -$30.2K -840 -2%
FCM
2013
Force Capital Management
New York
$1.54M +$1.54M +42,980 New
DRD
2014
Dennis R. Delaney
$1.54M -$28.8K -800 -2%
OFW
2015
Omnia Family Wealth
Florida
$1.54M +$22.7K +632 +1%
WIP
2016
Wellesley Investment Partners
Massachusetts
$1.54M +$22.4K +624 +1%
FM
2017
Forward Management
California
$1.53M -$69.1K -1,924 -4%
CCM
2018
Check Capital Management
California
$1.53M -$245K -6,812 -14%
HDIM
2019
Hanson & Doremus Investment Management
Vermont
$1.52M -$48.8K -1,360 -3%
FI
2020
FormulaFolio Investments
Michigan
$1.52M +$598K +16,652 +65%
VCM
2021
Versant Capital Management
Arizona
$1.52M +$30.2K +840 +2%
VDI
2022
Vaughan David Investments
Illinois
$1.51M -$30.2K -840 -2%
TIM
2023
Total Investment Management
Arizona
$1.51M -$11.5K -320 -0.8%
B
2024
Bridgeworth
Alabama
$1.5M +$96.2K +2,680 +7%
GHAM
2025
Gilman Hill Asset Management
Connecticut
$1.5M -$633K -17,616 -30%