3,845 hedge funds and large institutions have $1.33T invested in Apple in 2021 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 1,648 increasing their positions, 1,790 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,845
Holders Change
+17
Holders Change %
+0.44%
% of All Funds
67.13%
Holding in Top 10
2,230
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+1.32%
% of All Funds
38.93%
New
154
Increased
1,648
Reduced
1,790
Closed
88
Calls
$64.9B
Puts
$40.7B
Net Calls
+$24.2B
Net Calls Change
+$30.1B
Name Holding Trade Value Shares
Change
Shares
Change %
BCA
2001
Bray Capital Advisors
Florida
$9.57M +$46.3K +338 +0.5%
ACG
2002
Allen Capital Group
Nebraska
$9.57M -$89.6K -654 -0.9%
AFM
2003
Abbot Financial Management
Massachusetts
$9.56M -$13.6K -99 -0.1%
TIA
2004
Trust Investment Advisors
Indiana
$9.55M -$946K -6,909 -9%
BAM
2005
Bellevue Asset Management
Washington
$9.55M -$135K -985 -1%
CIM
2006
CIM Investment Management
Pennsylvania
$9.53M -$345K -2,522 -3%
KAM
2007
Knightsbridge Asset Management
California
$9.53M +$21.9K +160 +0.2%
SEEDPG
2008
S.E.E.D. Planning Group
New York
$9.52M +$154K +1,121 +2%
CNC
2009
Citizens & Northern Corp
Pennsylvania
$9.51M -$518K -3,779 -5%
HZ
2010
Hixon Zuercher
Ohio
$9.5M -$529K -3,862 -5%
HFM
2011
Hartford Financial Management
Connecticut
$9.44M -$58.5K -427 -0.6%
OC
2012
Oarsman Capital
Wisconsin
$9.43M -$190K -1,384 -2%
HR
2013
Hayden Royal
North Carolina
$9.42M -$9.04K -66 -0.1%
SJIM
2014
St. Johns Investment Management
Florida
$9.42M +$99.6K +727 +1%
V
2015
VeraBank
Texas
$9.4M +$155K +1,129 +2%
PK
2016
Pflug Koory
Nebraska
$9.4M -$533K -3,890 -5%
SOAMC
2017
Spirit of America Management Corp
New York
$9.39M -$616K -4,500 -6%
JSL
2018
JT Stratford LLC
Georgia
$9.38M +$61.2K +447 +0.7%
LJHT
2019
Laurie J. Hall Trustee
$9.38M -$46.6K -340 -0.5%
PL
2020
Plancorp LLC
Missouri
$9.37M -$90.5K -661 -1%
CPWA
2021
Cerro Pacific Wealth Advisors
California
$9.37M +$9.37M +68,387 New
HL
2022
HeadInvest LLC
Maine
$9.36M -$24.8K -181 -0.3%
ECML
2023
Eagle Capital Management (Louisiana)
Louisiana
$9.36M -$572K -4,176 -6%
OCM
2024
Orleans Capital Management
Louisiana
$9.36M -$536K -3,915 -5%
BHBT
2025
Burke & Herbert Bank & Trust
Virginia
$9.36M -$6.57K -48 -0.1%