2,048 hedge funds and large institutions have $282B invested in Apple in 2014 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 905 increasing their positions, 862 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,048
Holders Change
-22
Holders Change %
-1.06%
% of All Funds
59.19%
Holding in Top 10
855
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-6.66%
% of All Funds
24.71%
New
105
Increased
905
Reduced
862
Closed
105
Calls
$21.3B
Puts
$21.7B
Net Calls
-$379M
Net Calls Change
+$1.88B
Name Holding Trade Value Shares
Change
Shares
Change %
DA
2001
Dunvegan Associates
California
$150K +$150K +7,840 New
CFN
2002
Cordasco Financial Network
Florida
$149K +$53.6K +2,800 +56%
CFG
2003
CKW Financial Group
Hawaii
$138K -$45.8K -2,380 -25%
CFSG
2004
Community Financial Services Group
Vermont
$131K -$110K -5,712 -46%
TCM
2005
TD Capital Management
Tennessee
$122K +$537 +28 +0.4%
FA
2006
Financial Advantage
Maryland
$120K -$279K -14,504 -70%
AAC
2007
Asset Advisors Corp
Georgia
$119K
TDC
2008
Thompson Davis & Co
Virginia
$116K -$470K -24,500 -80%
PR
2009
Payden & Rygel
California
$107K
WCM
2010
Wealthcare Capital Management
Virginia
$101K +$18.3K +952 +22%
PWAG
2011
Polaris Wealth Advisory Group
California
$93K -$126K -6,580 -57%
PC
2012
Pier Capital
Connecticut
$86K -$11.3K -588 -12%
RCWMU
2013
Rothschild & Co Wealth Management (UK)
United Kingdom
$86K +$86K +4,508 New
WCBA
2014
Weaver C. Barksdale & Associates
Tennessee
$82K
SA
2015
SRH Advisors
Kansas
$81K
DMK
2016
David M. Knott
$80.5K
NIM
2017
NuWave Investment Management
New Jersey
$72K -$1M -52,752 -93%
AIM
2018
Assured Investment Management
New York
$65K -$1.14M -59,332 -95%
Walleye Trading
2019
Walleye Trading
New York
$64.3K -$64K -3,340,624 -50%
CRCP
2020
Copper Rock Capital Partners
Massachusetts
$62K
TCCM
2021
Timber Creek Capital Management
Massachusetts
$60K +$60K +3,136 New
PSC
2022
Piper Sandler & Co
Minnesota
$54K -$1.3M -67,200 -96%
CWM
2023
Cranbrook Wealth Management
Michigan
$54K
LCM
2024
Laurion Capital Management
New York
$54K +$54K +2,800 New
EMA
2025
Efficient Market Advisors
California
$40K