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Apple
AAPL

Overview Fund Activity

2,801 hedge funds and large institutions have $528B invested in Apple in 2017 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 917 increasing their positions, 1,308 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,801
Holders Change
+279
Holders Change %
+11.06%
% of All Funds
63.62%
Holding in Top 10
1,374
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+10.81%
% of All Funds
31.21%
New
377
Increased
917
Reduced
1,308
Closed
69
Calls
$15.1B
Puts
$23.2B
Net Calls
-$8.11B
Net Calls Change
-$5.64B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$5.29B
2
Morgan Stanley
Morgan Stanley
New York
+$951M
3
BlackRock
BlackRock
New York
+$865M
4
AAMU
Amundi Asset Management US
Massachusetts
+$753M
5
Goldman Sachs
Goldman Sachs
New York
+$715M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.02B
2
Capital World Investors
Capital World Investors
California
-$1.74B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$1.66B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.03B
5
Credit Agricole
Credit Agricole
France
-$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
2001
Planning Alternatives
Michigan
$2.57M -$41.5K -980 -2%
APTFM
2002
AGUR Provident & Training Funds Management
Israel
$2.56M – – –
DT
2003
Diversified Trust
Tennessee
$2.55M -$295K -6,972 -10%
SFWA
2004
Summit Financial Wealth Advisors
Louisiana
$2.54M -$104K -2,464 -4%
HFA
2005
High Falls Advisors
New York
$2.53M +$195K +4,620 +8%
GI
2006
Gradient Investments
Minnesota
$2.53M -$120K -2,844 -5%
BFPW
2007
BOK Financial Private Wealth
Colorado
$2.53M -$43.8K -1,036 -2%
HC
2008
Hawkins Capital
Texas
$2.52M -$13.7M -324,840 -84%
WOC
2009
West Oak Capital
California
$2.51M -$74.3K -1,756 -3%
FUBT
2010
First United Bank & Trust
Maryland
$2.51M -$21.3K -504 -0.8%
SG
2011
StoneX Group
New York
$2.51M +$66.5K +1,572 +3%
CA
2012
Crewe Advisors
Utah
$2.51M +$2.51M +59,368 New
RGIA
2013
Rainier Group Investment Advisory
Washington
$2.51M -$5.08K -120 -0.2%
NPP
2014
New Potomac Partners
Maryland
$2.5M +$2.5M +59,092 New
BE
2015
Bonness Enterprises
District of Columbia
$2.49M – – –
CAS
2016
Cue Advisory Services
Arizona
$2.49M -$46.5K -1,100 -2%
Treasurer of the State of North Carolina
2017
Treasurer of the State of North Carolina
North Carolina
$2.48M +$2.48M +58,692 New
CIAS
2018
Capital Investment Advisory Services
North Carolina
$2.48M -$7.79K -184 -0.3%
EHWM
2019
Eads & Heald Wealth Management
Georgia
$2.47M -$79.2K -1,872 -3%
GWCM
2020
Godshalk Welsh Capital Management
Pennsylvania
$2.47M -$140K -3,300 -5%
ADL
2021
Asset Dedication LLC
California
$2.47M +$293K +6,924 +13%
ACG
2022
Allen Capital Group
Nebraska
$2.46M +$2.46M +58,088 New
NCGI
2023
Next Century Growth Investors
Minnesota
$2.45M -$1.27M -29,944 -34%
RW
2024
REDW Wealth
New Mexico
$2.45M -$20.1K -476 -0.8%
JDR
2025
Jay D. Rosenbaum
$2.44M -$21.3K -504 -0.9%
79 80
81
82 83