3,832 hedge funds and large institutions have $1.31T invested in Apple in 2020 Q4 according to their latest regulatory filings, with 527 funds opening new positions, 1,345 increasing their positions, 1,778 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,832
Holders Change
+399
Holders Change %
+11.62%
% of All Funds
67.99%
Holding in Top 10
2,370
Holding in Top 10 Change
+235
Holding in Top 10 Change %
+11.01%
% of All Funds
42.05%
New
527
Increased
1,345
Reduced
1,778
Closed
75
Calls
$47.2B
Puts
$47.2B
Net Calls
+$60.9M
Net Calls Change
-$2.43B
Name Holding Trade Value Shares
Change
Shares
Change %
DMC
2001
Drexel Morgan & Co
Pennsylvania
$9.68M
LOPW
2002
Live Oak Private Wealth
North Carolina
$9.67M -$455K -3,432 -4%
VCM
2003
Vivaldi Capital Management
Illinois
$9.67M +$765K +5,765 +9%
RPA
2004
Rock Point Advisors
Vermont
$9.66M +$79.7K +601 +0.8%
NL
2005
NVWM LLC
Pennsylvania
$9.65M +$355K +2,675 +4%
LC
2006
Lavaca Capital
Texas
$9.62M -$622K -4,690 -6%
PCP
2007
Proficio Capital Partners
Massachusetts
$9.61M -$435K -3,277 -4%
MIM
2008
MTM Investment Management
South Carolina
$9.61M +$9.61M +72,403 New
HBCM
2009
Heron Bay Capital Management
Michigan
$9.59M +$9.59M +72,275 New
CCM
2010
Copeland Capital Management
Pennsylvania
$9.59M -$458K -3,451 -5%
FHCM
2011
Force Hill Capital Management
New York
$9.58M +$9.58M +72,200 New
KA
2012
Kerrisdale Advisers
Florida
$9.55M
AWMT
2013
AAFMAA Wealth Management & Trust
North Carolina
$9.55M +$9.55M +71,968 New
PI
2014
Parkside Investments
Illinois
$9.54M +$604K +4,550 +7%
CNC
2015
Citizens & Northern Corp
Pennsylvania
$9.53M +$79.7K +601 +0.8%
OCM
2016
Orion Capital Management
California
$9.53M +$9.53M +73,433 New
HR
2017
Hayden Royal
North Carolina
$9.52M -$1.71M -12,850 -15%
CPA
2018
Clear Perspective Advisors
Illinois
$9.5M -$369K -2,783 -4%
DC
2019
DeDora Capital
California
$9.5M +$21.4K +161 +0.2%
PIMG
2020
Patriot Investment Management Group
Tennessee
$9.49M -$1.06M -7,970 -10%
BCM
2021
Bienville Capital Management
New York
$9.49M
WPC
2022
White Pine Capital
Minnesota
$9.49M +$467K +3,519 +5%
FCMT
2023
Founders Capital Management (Texas)
Texas
$9.46M +$9.46M +71,284 New
KMWM
2024
Keudell/Morrison Wealth Management
Oregon
$9.46M -$163K -1,231 -2%
LWMM
2025
Legacy Wealth Management (Mississippi)
Mississippi
$9.44M +$1.9M +14,351 +25%