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Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$3.32B
2
SG Americas Securities
SG Americas Securities
New York
$2.33B
3
Deutsche Bank
Deutsche Bank
Germany
$4.39B
4
JHIU
Janus Henderson Investors US
Colorado
$4.03B
5
LPC
Lone Pine Capital
Connecticut
$851M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.95B
3
State Street
State Street
Massachusetts
$29.5B
4
Wells Fargo
Wells Fargo
California
$4.78B
5
Vanguard Group
Vanguard Group
Pennsylvania
$40.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
2026
American Asset Management
Florida
$884K – – –
VNA
2027
VNBTrust National Association
Virginia
$882K -$105K -3,376 -11%
CCM
2028
CWH Capital Management
Washington
$882K +$218K +7,000 +33%
SCP
2029
Sandhill Capital Partners
New York
$878K -$2.49K -80 -0.3%
DCM
2030
Dialectic Capital Management
Connecticut
$876K -$1.59M -51,212 -65%
FI
2031
FormulaFolio Investments
Michigan
$875K +$241K +7,760 +38%
JRP
2032
Jasper Ridge Partners
California
$871K – – –
PCMK
2033
Paragon Capital Management (Kansas)
Kansas
$863K +$159K +5,096 +23%
HEIP
2034
Hudson Edge Investment Partners
New Jersey
$859K -$11.2K -360 -1%
AWM
2035
Affinity Wealth Management
Delaware
$854K +$11.7K +376 +1%
ZF
2036
Zhang Financial
Michigan
$850K +$5.35K +172 +0.6%
CG
2037
Clinton Group
New York
$848K -$1.89M -60,676 -69%
EM
2038
Excalibur Management
Massachusetts
$841K +$464K +14,920 +123%
ANTB
2039
AMG National Trust Bank
Colorado
$840K +$38.3K +1,232 +5%
NONA
2040
Ninety One North America
New York
$839K +$839K +26,972 New
SWM
2041
Stockman Wealth Management
Montana
$833K -$96.8K -3,112 -10%
PIM
2042
Partner Investment Management
California
$832K +$832K +26,740 New
PL
2043
Parthenon LLC
Kentucky
$831K +$118K +3,796 +17%
LFA
2044
Landmark Financial Advisors
Kentucky
$830K -$61.8K -1,988 -7%
TCM
2045
Tufton Capital Management
Maryland
$822K +$70.9K +2,280 +9%
SFPIA
2046
Stevens First Principles Investment Advisors
California
$819K +$62.2K +2,000 +8%
UFA
2047
US Financial Advisors
Massachusetts
$808K +$2.61K +84 +0.3%
SFS
2048
Summit Financial Strategies
Ohio
$799K -$8.58K -276 -1%
PIM
2049
Progressive Investment Management
Oregon
$796K -$9.75M -313,668 -92%
AIM
2050
Aspen Investment Management
Michigan
$792K +$46.7K +1,500 +6%
80 81
82
83 84