3,017 hedge funds and large institutions have $522B invested in Apple in 2019 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 1,353 increasing their positions, 1,336 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,017
Holders Change
-17
Holders Change %
-0.56%
% of All Funds
65.4%
Holding in Top 10
1,474
Holding in Top 10 Change
+92
Holding in Top 10 Change %
+6.66%
% of All Funds
31.95%
New
149
Increased
1,353
Reduced
1,336
Closed
117
Calls
$18.9B
Puts
$20.6B
Net Calls
-$1.7B
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
2001
Howard Financial Services
Texas
$3.16M -$80K -1,684 -2%
TF
2002
Trek Financial
Arizona
$3.16M +$531K +11,172 +20%
BCP
2003
Blackhawk Capital Partners
Wisconsin
$3.16M +$676K +14,232 +27%
BEAM
2004
Baker Ellis Asset Management
Washington
$3.15M +$75.8K +1,596 +2%
CC
2005
Cornerstone Capital
California
$3.15M -$16.1K -340 -0.5%
REMPR
2006
Roof Eidam Maycock Peralta (REMP)
California
$3.15M -$1.04M -21,908 -25%
ERIM
2007
Eagle Ridge Investment Management
Connecticut
$3.14M -$366K -7,700 -10%
ACM
2008
Avalon Capital Management
California
$3.13M +$530K +11,168 +20%
EM
2009
ELCO Management
New York
$3.13M +$10.4K +220 +0.3%
OFG
2010
Omega Financial Group
California
$3.13M +$2.63M +55,400 +530%
SB
2011
Strategic Blueprint
Georgia
$3.12M -$1.95M -41,036 -38%
BEC
2012
Blue Edge Capital
Virginia
$3.12M -$657K -13,868 -17%
SCG
2013
Sonata Capital Group
Washington
$3.11M -$94.6K -1,992 -3%
ECA
2014
Elevated Capital Advisors
Utah
$3.1M +$3.1M +43,612 New
CC
2015
Cypress Capital
Tennessee
$3.06M -$167K -3,516 -5%
HIM
2016
Herald Investment Management
United Kingdom
$3.06M
HFA
2017
Huber Financial Advisors
Illinois
$3.06M +$41.2K +868 +1%
MPW
2018
MA Private Wealth
California
$3.05M -$16.9K -356 -0.6%
WWM
2019
Windsor Wealth Management
Indiana
$3.05M +$260K +5,480 +9%
HAI
2020
Hennessy Advisors Inc
California
$3.03M -$220K -4,624 -7%
CCWA
2021
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.03M -$350K -7,372 -10%
SCA
2022
Strategic Capital Advisers
Colorado
$3.02M +$74.3K +1,564 +3%
ST
2023
Sabal Trust
Florida
$3.02M -$19.7M -413,892 -87%
AHB
2024
Abner Herrman & Brock
New Jersey
$3.01M -$31K -652 -1%
WGA
2025
Weather Gauge Advisory
Virginia
$3.01M -$16.7K -352 -0.6%