2,118 hedge funds and large institutions have $347B invested in Apple in 2014 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 818 increasing their positions, 1,018 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,118
Holders Change
+70
Holders Change %
+3.42%
% of All Funds
60.91%
Holding in Top 10
994
Holding in Top 10 Change
+139
Holding in Top 10 Change %
+16.26%
% of All Funds
28.59%
New
140
Increased
818
Reduced
1,018
Closed
61
Calls
$26.3B
Puts
$20.9B
Net Calls
+$5.41B
Net Calls Change
+$5.79B
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
2001
Cornercap Investment Counsel
Georgia
$360K +$29.2K +1,256 +9%
ZTNA
2002
Zions Trust National Association
Utah
$359K -$35.8K -1,540 -9%
CG
2003
Colony Group
Massachusetts
$355K -$235K -10,124 -40%
CMP
2004
Courage Miller Partners
Virginia
$355K +$31.6K +1,360 +10%
MAA
2005
Matrix Asset Advisors
New York
$349K +$929 +40 +0.3%
ACS
2006
Archford Capital Strategies
Illinois
$348K -$3.16K -136 -0.9%
FGA
2007
Flood Gamble Associates
New York
$347K +$5.85K +252 +2%
HM
2008
Harvest Management
New York
$344K -$112K -4,800 -24%
CCM
2009
Carlson Capital Management
Minnesota
$343K -$74.2K -3,192 -18%
HIM
2010
Hillsdale Investment Management
Ontario, Canada
$343K -$8.45K -364 -2%
TCM
2011
Tran Capital Management
California
$338K -$19.5K -840 -5%
MCM
2012
Mitchell Capital Management
Kansas
$336K -$119K -5,096 -26%
PTC
2013
Provident Trust Company
Wisconsin
$336K
QAM
2014
Quantres Asset Management
Cayman Islands
$335K -$251K -10,800 -43%
ACA
2015
Anchor Capital Advisors
Massachusetts
$332K +$5.2K +224 +2%
CMBA
2016
C.M. Bidwell & Associates
Hawaii
$331K +$331K +14,252 New
EM
2017
Excalibur Management
Massachusetts
$329K +$16.3K +700 +5%
OAM
2018
Oberweis Asset Management
Illinois
$328K
SRC
2019
Stone Run Capital
New York
$327K -$32.8K -1,416 -9%
SAM
2020
Silphium Asset Management
United Kingdom
$325K +$325K +14,000 New
YMRC
2021
Yorktown Management & Research Company
Virginia
$325K
OWP
2022
Obermeyer Wealth Partners
Colorado
$323K
MFO
2023
Marcuard Family Office
Switzerland
$314K -$57.1K -2,800 -15%
MWP
2024
Moller Wealth Partners
$312K -$81.3K -3,500 -21%
PIM
2025
Parasol Investment Management
Illinois
$310K +$13.3K +572 +4%