2,122 hedge funds and large institutions have $360B invested in Apple in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 820 increasing their positions, 1,043 reducing their positions, and 70 closing their positions.

Holders
2,122
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
61.61%
Holding in Top 10
1,032
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+3.82%
% of All Funds
29.97%
New
98
Increased
820
Reduced
1,043
Closed
70
Calls
$24.8B
Puts
$27.1B
Net Calls
-$2.37B
Net Calls Change
-$7.78B
Name Market Value Shares Shares
Change
Shares
Change %
AT
2001
Acadia Trust
Maine
$372K 3,699 +528 +17%
ACS
2002
Archford Capital Strategies
Illinois
$371K 3,679 -67 -2%
ST
2003
SpiderRock Trading
Illinois
PTC
2004
Provident Trust Company
Wisconsin
$365K 3,619
RC
2005
Reik & Co
New York
$364K 3,615 -1,460 -29%
BC
2006
Barnett & Company
Tennessee
$362K 3,593 -600 -14%
EM
2007
Excalibur Management
Massachusetts
$361K 3,580 +45 +1%
BGDI
2008
BW Gestao de Investimentos
Brazil
$360K 3,575 -623 -15%
SRC
2009
Stone Run Capital
New York
$357K 3,548 +24 +0.7%
OAM
2010
Oberweis Asset Management
Illinois
$354K 3,511 -17 -0.5%
PIM
2011
Perkins Investment Management
Illinois
$353K 3,500 -700 -17%
HM
2012
Harvest Management
New York
$353K 3,500 -200 -5%
CMBA
2013
C.M. Bidwell & Associates
Hawaii
$353K 3,500 -63 -2%
MFO
2014
Marcuard Family Office
Switzerland
$351K 3,850
OWP
2015
Obermeyer Wealth Partners
Colorado
$350K 3,474 +2 +0.1%
CIC
2016
Chilton Investment Company
Connecticut
$348K 3,452 +3,452 New
LSC
2017
Lesa Sroufe & Co
Washington
$346K 3,434 +571 +20%
CAL
2018
Capital Analysts LLC
Pennsylvania
$346K 3,431 -822 -19%
NC
2019
NewSquare Capital
Pennsylvania
$345K 3,421 +250 +8%
QC
2020
QCM Cayman
Texas
$341K 3,380 +3,380 New
FM
2021
Forward Management
California
$339K 4,625 -675 -13%
LFR
2022
Lehman Financial Resources
Pennsylvania
$339K 3,364 +443 +15%
SCA
2023
Sippican Capital Advisors
Massachusetts
$339K 3,365 +3,365 New
MWP
2024
Moller Wealth Partners
$335K 3,326 -34 -1%
GBA
2025
Garrison Bradford & Associates
New York
$332K 3,300 +3,300 New