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 %
ASA
2026
Armstrong Shaw Associates
Connecticut
$7.45M
NWS
2027
Newport Wealth Strategies
California
$7.44M -$145K -1,239 -2%
CWA
2028
Clarus Wealth Advisors
Arizona
$7.44M +$134K +1,188 +2%
CCT
2029
Chemung Canal Trust
New York
$7.43M -$6.97M -60,143 -48%
LFM
2030
Lumina Fund Management
New York
$7.41M
GA
2031
Gateway Advisory
New Jersey
$7.41M -$13.8K -119 -0.2%
LBA
2032
Lowell Blake & Associates
Massachusetts
$7.4M +$752K +6,493 +11%
XWM
2033
Xcel Wealth Management
Florida
$7.4M -$1.02M -8,838 -12%
BCM
2034
Bourgeon Capital Management
Connecticut
$7.39M -$870K -7,510 -11%
PWA
2035
Physician Wealth Advisors
Utah
$7.35M +$47.9K +440 +0.7%
TCM
2036
Tanaka Capital Management
New York
$7.35M -$249K -2,147 -3%
FIM
2037
Fernwood Investment Management
Massachusetts
$7.33M +$3.47M +29,918 +90%
5L
2038
55I LLC
Massachusetts
$7.31M +$5.02M +43,339 +219%
GPFA
2039
Game Plan Financial Advisors
Ohio
$7.31M -$2.27M -19,637 -24%
EM
2040
ELCO Management
New York
$7.29M -$328K -2,836 -4%
CWAG
2041
Compton Wealth Advisory Group
Virginia
$7.28M +$72.4K +625 +1%
IP
2042
Investment Partners
Ohio
$7.26M -$74.9K -647 -1%
KFA
2043
Kays Financial Advisory
Georgia
$7.25M -$921K -7,953 -11%
SIA
2044
Soltis Investment Advisors
Utah
$7.24M +$268K +2,317 +4%
BCA
2045
Berman Capital Advisors
Georgia
$7.22M +$172K +1,483 +2%
MPW
2046
MA Private Wealth
California
$7.18M -$13.1K -113 -0.2%
SP
2047
SWS Partners
Ohio
$7.18M +$2.19M +18,874 +44%
OCM
2048
Olstein Capital Management
New York
$7.18M -$5.56M -48,000 -44%
SAM
2049
Strategy Asset Managers
California
$7.16M -$1.29M -11,176 -15%
EF
2050
Exeter Financial
Arizona
$7.15M -$897K -7,745 -11%