2,522 hedge funds and large institutions have $480B invested in Apple in 2017 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 900 increasing their positions, 1,322 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,522
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
62.97%
Holding in Top 10
1,240
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.4%
% of All Funds
30.96%
New
93
Increased
900
Reduced
1,322
Closed
65
Calls
$15.6B
Puts
$18.1B
Net Calls
-$2.48B
Net Calls Change
-$1.04B
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
2001
Mork Capital Management
California
$1.73M
FIM
2002
Fruth Investment Management
Texas
$1.72M
SG
2003
Somerset Group
Minnesota
$1.71M
TIM
2004
Tortoise Investment Management
New York
$1.71M +$38.5K +1,000 +2%
AHB
2005
Abner Herrman & Brock
New Jersey
$1.7M +$299K +7,764 +21%
RCM
2006
Radnor Capital Management
Pennsylvania
$1.7M
HI
2007
Hudock Inc
Pennsylvania
$1.69M -$47.2K -1,224 -3%
IDBONY
2008
Israel Discount Bank of New York
New York
$1.69M -$37K -960 -2%
KFP
2009
Keystone Financial Planning
Ohio
$1.68M -$186K -4,816 -10%
BWA
2010
BlueSky Wealth Advisors
North Carolina
$1.66M -$22.3K -580 -1%
PWMAG
2011
Pinnacle Wealth Management Advisory Group
New Jersey
$1.66M -$29.3K -760 -2%
HDIM
2012
Hanson & Doremus Investment Management
Vermont
$1.64M +$25.6K +664 +2%
YMRC
2013
Yorktown Management & Research Company
Virginia
$1.63M -$92.5K -2,400 -5%
SMC
2014
S. Muoio & Co
New York
$1.63M -$185K -4,800 -10%
FLI
2015
Family Legacy Inc
South Carolina
$1.62M -$1.97M -51,264 -55%
WA
2016
WealthTrust-Arizona
Arizona
$1.61M +$82.1K +2,132 +5%
Polen Capital Management
2017
Polen Capital Management
Florida
$1.61M +$79.5K +2,064 +5%
WAM
2018
Wolverine Asset Management
Illinois
$1.6M +$1.43M +37,036 +814%
EA
2019
Emerald Advisers
Pennsylvania
$1.6M +$462 +12 +0%
VDI
2020
Vaughan David Investments
Illinois
$1.59M -$99.9K -2,592 -6%
DRD
2021
Dennis R. Delaney
$1.59M -$57.8K -1,500 -4%
HFM
2022
Hartford Financial Management
Connecticut
$1.59M -$152K -3,948 -9%
CWA
2023
Cypress Wealth Advisors
California
$1.58M -$231K -6,000 -13%
BP
2024
BBR Partners
New York
$1.58M -$52K -1,348 -3%
GS
2025
Girard Securities
California
$1.58M -$831K -21,588 -35%