3,433 hedge funds and large institutions have $1.15T invested in Apple in 2020 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 1,056 increasing their positions, 2,110 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,433
Holders Change
+36
Holders Change %
+1.06%
% of All Funds
69.45%
Holding in Top 10
2,135
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+4.35%
% of All Funds
43.19%
New
141
Increased
1,056
Reduced
2,110
Closed
70
Calls
$47.1B
Puts
$44.6B
Net Calls
+$2.49B
Net Calls Change
+$4.08B
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
2001
Riverpark Capital Management
New York
$7.7M +$4.36M +37,607 +130%
HH
2002
HWG Holdings
Texas
$7.7M -$12.6M -109,080 -62%
RWM
2003
RKL Wealth Management
Pennsylvania
$7.67M -$169K -1,458 -2%
BAM
2004
Baldrige Asset Management
Pennsylvania
$7.66M -$150K -1,294 -2%
PWPS
2005
Pinnacle Wealth Planning Services
Ohio
$7.64M -$110K -951 -1%
QCM
2006
Quest Capital Management
Texas
$7.64M +$110K +949 +1%
NWP
2007
Northstar Wealth Partners
Connecticut
$7.6M -$1.27M -10,965 -14%
HHGA
2008
Halbert Hargrove Global Advisors
California
$7.59M +$2.37M +20,423 +45%
DTC
2009
Davidson Trust Company
Washington
$7.57M +$75.3K +651 +1%
Two Sigma Investments
2010
Two Sigma Investments
New York
$7.56M -$48.4M -417,708 -86%
GWMIA
2011
Global Wealth Management Investment Advisory
Florida
$7.55M -$2.48M -21,439 -25%
BRG
2012
Bay Rivers Group
Virginia
$7.55M +$486K +4,195 +7%
HFA
2013
HC Financial Advisors
California
$7.55M -$893K -7,709 -11%
NG
2014
NWK Group
California
$7.55M +$57K +492 +0.8%
RI
2015
Redwood Investments
Massachusetts
$7.52M +$2.95M +25,452 +65%
HL
2016
HeadInvest LLC
Maine
$7.51M -$576K -4,976 -7%
MA
2017
Menlo Advisors
California
$7.51M -$55.6K -480 -0.7%
HBWM
2018
Hollow Brook Wealth Management
New York
$7.49M +$642K +5,540 +9%
WAOTB
2019
Wealth Advisors of Tampa Bay
Florida
$7.49M -$120K -1,035 -2%
EI
2020
Ellevest Inc
New York
$7.49M +$25.5K +220 +0.3%
WAS
2021
Wealth Advisory Solutions
Indiana
$7.48M -$4.81M -41,529 -39%
TCM
2022
Towercrest Capital Management
Pennsylvania
$7.47M -$243K -2,100 -3%
EFSCE
2023
Enterprise Financial Services Corp (EFSC)
Missouri
$7.47M -$81.3K -702 -1%
CFA
2024
CWS Financial Advisors
Michigan
$7.45M +$226K +1,951 +3%
CAIMH
2025
Central Asset Investments & Management Holdings
Hong Kong
$7.45M +$3.6M +31,124 +94%