3,352 hedge funds and large institutions have $777B invested in Apple in 2019 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 916 increasing their positions, 1,781 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,352
Holders Change
+330
Holders Change %
+10.92%
% of All Funds
66.19%
Holding in Top 10
1,850
Holding in Top 10 Change
+287
Holding in Top 10 Change %
+18.36%
% of All Funds
36.53%
New
450
Increased
916
Reduced
1,781
Closed
70
Calls
$33.6B
Puts
$39.4B
Net Calls
-$5.79B
Net Calls Change
-$4B
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
2001
Montgomery Investment Management
Maryland
$5.2M
PCM
2002
Penserra Capital Management
California
$5.19M +$2.81M +38,344 +119%
SWM
2003
Sugarloaf Wealth Management
Georgia
$5.19M +$5.19M +70,656 New
BC
2004
Breakline Capital
New York
$5.18M +$5.18M +70,588 New
RWM
2005
RKL Wealth Management
Pennsylvania
$5.17M -$627K -8,544 -11%
CBA
2006
Coastal Bridge Advisors
Connecticut
$5.15M -$290K -3,948 -5%
FI
2007
Fosun International
China
$5.15M +$768K +10,600 +18%
WA1
2008
Wimmer Associates 1
California
$5.15M -$84K -1,144 -2%
EF
2009
Empirical Finance
Pennsylvania
$5.15M +$1.71M +23,280 +50%
FDCC
2010
Foster Dykema Cabot & Co
Massachusetts
$5.14M -$82.8K -1,128 -2%
DC
2011
DeDora Capital
California
$5.14M -$412K -5,608 -7%
CFA
2012
Cahill Financial Advisors
Minnesota
$5.14M -$47.6K -648 -0.9%
SCP
2013
Shorepoint Capital Partners
Massachusetts
$5.12M -$639K -8,708 -11%
GIA
2014
Gladstone Institutional Advisory
Florida
$5.12M +$105K +1,428 +2%
EM
2015
ELCO Management
New York
$5.12M +$83.4K +1,136 +2%
CONA
2016
Capital One National Association
New York
$5.12M +$5.12M +69,684 New
PCA
2017
Providence Capital Advisors
North Carolina
$5.1M +$101K +1,372 +2%
WGCA
2018
Wolf Group Capital Advisors
Virginia
$5.09M -$1.12M -15,228 -18%
RP
2019
Riverbridge Partners
Minnesota
$5.09M +$67K +912 +1%
SV
2020
Sturgeon Ventures
United Kingdom
$5.09M +$5.09M +69,308 New
GI
2021
GS Investments
Minnesota
$5.09M +$123K +2,664 +2%
GPFA
2022
Game Plan Financial Advisors
Ohio
$5.09M +$5.09M +69,288 New
RGIA
2023
Rainier Group Investment Advisory
Washington
$5.09M -$122K -1,660 -2%
CC
2024
Cornerstone Capital
California
$5.06M +$242K +3,300 +5%
BAM
2025
Baldrige Asset Management
Pennsylvania
$5.06M -$147K -2,000 -3%