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Apple
AAPL

Overview Fund Activity

2,293 hedge funds and large institutions have $397B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 837 increasing their positions, 1,034 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+171
Holders Change %
+8.06%
% of All Funds
61.2%
Holding in Top 10
1,152
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.63%
% of All Funds
30.74%
New
263
Increased
837
Reduced
1,034
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

1
ACM
Americafirst Capital Management
California
+$618M
2
BFA
BlackRock Fund Advisors
California
+$597M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$571M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$549M
5
MTIM
Marathon Trading Investment Management
Pennsylvania
+$492M

Top Sellers

1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.4B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.48B
4
Goldman Sachs
Goldman Sachs
New York
-$1.27B
5
Invesco
Invesco
Georgia
-$859M
Name Holding Trade Value Shares
Change 		Shares
Change %
RL
2001
Ruffer LLP
United Kingdom
$812K – – –
First Eagle Investment Management
2002
First Eagle Investment Management
New York
$810K – – –
MUMSS
2003
Mitsubishi UFJ Morgan Stanley Securities
Japan
$809K +$156K +5,664 +24%
JGUA
2004
John G. Ullman & Associates
New York
$807K -$3.57M -129,264 -82%
GI
2005
Glovista Investments
New Jersey
$799K – – –
VAM
2006
Verity Asset Management
North Carolina
$799K – – –
LFA
2007
Landmark Financial Advisors
Kentucky
$791K +$791K +28,676 New
BEAM
2008
Baker Ellis Asset Management
Washington
$788K +$17.7K +640 +2%
GMA
2009
Goldstein Munger & Associates
California
$785K +$8.06K +292 +1%
MGIA
2010
Moneta Group Investment Advisors
Missouri
$785K +$20.3K +736 +3%
AAM
2011
American Asset Management
Florida
$784K – – –
SCP
2012
Sandhill Capital Partners
New York
$781K -$4.41K -160 -0.6%
FMC
2013
First Merchants Corp
Indiana
$779K +$112K +4,064 +17%
RA
2014
Rational Advisors
New York
$779K +$779K +28,216 New
JRP
2015
Jasper Ridge Partners
California
$773K – – –
PCC
2016
Park Circle Company
Maryland
$773K – – –
HEIP
2017
Hudson Edge Investment Partners
New Jersey
$772K -$135K -4,908 -15%
BP
2018
BBR Partners
New York
$760K +$68K +2,464 +10%
DAC
2019
Dividend Assets Capital
South Carolina
$756K +$3.86K +140 +0.5%
PSC
2020
Prentiss Smith & Co
Vermont
$753K -$833K -30,176 -53%
VCAM
2021
Valentine Capital Asset Management
California
$753K -$56.8K -2,060 -7%
ZF
2022
Zhang Financial
Michigan
$750K +$29.4K +1,064 +4%
VanEck Associates
2023
VanEck Associates
New York
$749K +$749K +27,152 New
AWM
2024
Affinity Wealth Management
Delaware
$747K +$747K +27,072 New
HF
2025
Hoxton Financial
West Virginia
$743K +$78.7K +2,852 +12%
79 80
81
82 83