2,826 hedge funds and large institutions have $644B invested in Apple in 2018 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 970 increasing their positions, 1,491 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,826
Holders Change
+49
Holders Change %
+1.76%
% of All Funds
64.71%
Holding in Top 10
1,519
Holding in Top 10 Change
+125
Holding in Top 10 Change %
+8.97%
% of All Funds
34.78%
New
132
Increased
970
Reduced
1,491
Closed
60
Calls
$18.8B
Puts
$22B
Net Calls
-$3.29B
Net Calls Change
-$297M
Name Holding Trade Value Shares
Change
Shares
Change %
NIP
2001
Nicholas Investment Partners
California
$3.16M -$67K -1,188 -2%
MSA
2002
Marino Stram & Associates
Massachusetts
$3.16M +$28.2K +500 +0.9%
BWM
2003
BigSur Wealth Management
Florida
$3.15M +$175K +3,100 +6%
CIP
2004
Capital Insight Partners
Arizona
$3.15M -$742K -13,144 -19%
IWA
2005
Inspirion Wealth Advisors
Illinois
$3.15M -$44.5K -788 -1%
BIA
2006
BHK Investment Advisors
Alabama
$3.14M +$154K +2,732 +5%
AAM
2007
Ascension Asset Management
New York
$3.14M -$99.8K -1,768 -3%
SH
2008
Svenska Handelsbanken
Sweden
$3.14M
HFA
2009
High Falls Advisors
New York
$3.14M -$180K -3,196 -5%
CHP
2010
Cable Hill Partners
Oregon
$3.12M -$85.9K -1,508 -3%
CAAS
2011
Capital Asset Advisory Services
Michigan
$3.11M +$68.9K +1,220 +2%
SMH
2012
Sanders Morris Harris
Texas
$3.11M +$29.1K +516 +0.9%
BCA
2013
Bay Colony Advisors
Massachusetts
$3.1M -$111K -1,972 -3%
BE
2014
Bonness Enterprises
District of Columbia
$3.1M
CCB
2015
Cutter & Co Brokerage
Missouri
$3.09M +$354K +6,276 +13%
EF
2016
Exeter Financial
Arizona
$3.08M -$27.5K -488 -0.9%
SEIA
2017
Signature Estate & Investment Advisors
California
$3.08M +$613K +10,864 +25%
BC
2018
Burleson & Co
California
$3.07M +$194K +4,176 +7%
SQA
2019
Simon Quick Advisors
New Jersey
$3.06M +$168K +2,972 +6%
FFW
2020
Fusion Family Wealth
New York
$3.06M +$346K +6,128 +13%
MA
2021
MCF Advisors
Kentucky
$3.06M -$2.66M -47,168 -47%
PCM
2022
Palouse Capital Management
Washington
$3.05M -$2.89M -51,208 -49%
CASB
2023
Cape Ann Savings Bank
Massachusetts
$3.04M -$30.5K -540 -1%
AWA
2024
Alaska Wealth Advisors
Alaska
$3.04M +$172K +3,044 +6%
IIC
2025
Integrated Investment Consultants
Michigan
$3.03M +$24.4K +432 +0.8%