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Apple
AAPL

Overview Fund Activity

4,487 hedge funds and large institutions have $1.55T invested in Apple in 2023 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 1,715 increasing their positions, 2,331 reducing their positions, and 99 closing their positions.

Holders
4,487
Holders Change
-37
Holders Change %
-0.82%
% of All Funds
71.83%
Holding in Top 10
2,703
Holding in Top 10 Change
+205
Holding in Top 10 Change %
+8.21%
% of All Funds
43.27%
New
163
Increased
1,715
Reduced
2,331
Closed
99
Calls
$40.3B
Puts
$42.2B
Net Calls
-$1.97B
Net Calls Change
-$2.19B

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$216B
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$151B
3
Bank of America
3
Bank of America
North Carolina
$23.4B
4
GQG Partners
4
GQG Partners
Florida
$1.33B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$38.6B

Top Sellers

1
NEAM
1
New England Asset Management
Connecticut
$2.95M
2
CAM
2
Cresset Asset Management
Illinois
$151M
3
Barclays
3
Barclays
United Kingdom
$5.11B
4
M1FG
4
Mach-1 Financial Group
Arkansas
$1.61B
5
State Street
5
State Street
Massachusetts
$95B
Name Market Value Shares Shares
Change 		Shares
Change %
Empower Advisory Group
251
Empower Advisory Group
Colorado
$320M 1,922,755 +1,922,755 New
TF
252
TIAA FSB
Florida
$318M 1,928,778 -19,949 -1%
IMCOOI
253
Investment Management Corp of Ontario (IMCO)
Canada
$317M 1,922,122 -488,941 -20%
EWM
254
Evercore Wealth Management
New York
$315M 1,907,976 -42,504 -2%
Cetera Investment Advisers
255
Cetera Investment Advisers
Illinois
$312M 1,892,206 -28,162 -1%
SPIA
256
Steward Partners Investment Advisory
New York
$306M 1,856,806 +4,475 +0.2%
CWM
257
CIBC World Markets
New York
$304M 1,843,219 -1,202,467 -39%
BC
258
Bartlett & Co
Ohio
$304M 1,842,172 -6,208 -0.3%
BCWM
259
Bartlett & Co Wealth Management
Ohio
$304M 1,842,172 -8,004 -0.4%
EIP
260
Epoch Investment Partners
New York
$302M 1,830,454 +191,859 +12%
WF
261
Welch & Forbes
Massachusetts
$302M 1,830,311 -17,751 -1%
FT
262
Fiduciary Trust
Massachusetts
$294M 1,782,453 -58,099 -3%
Vontobel Holding
263
Vontobel Holding
Switzerland
$292M 1,772,305 +85,686 +5%
CNB
264
Czech National Bank
Czech Republic
$289M 1,751,914 +871 +0%
RFC
265
Regions Financial Corp
Alabama
$289M 1,751,468 -59,849 -3%
ASC
266
Atalanta Sosnoff Capital
New York
$279M 1,694,876 -61,134 -3%
WT
267
Whittier Trust
California
$278M 1,686,563 -4,434 -0.3%
N
268
Natixis
France
$276M 1,675,051 -3,299,325 -66%
LWCFA
269
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$274M 1,659,026 -18,521 -1%
HPC
270
HM Payson & Co
Maine
$272M 1,648,577 -3,549 -0.2%
BPA
271
Beacon Pointe Advisors
California
$271M 1,644,724 +112,772 +7%
NA
272
NewEdge Advisors
Louisiana
$270M 1,635,634 +48,844 +3%
First Trust Advisors
273
First Trust Advisors
Illinois
$265M 1,605,603 -1,270,017 -44%
CWP
274
Capital Wealth Planning
Florida
$261M 1,570,055 +626,454 +66%
Pacer Advisors
275
Pacer Advisors
Pennsylvania
$258M 1,563,073 +1,243,168 +389%
9 10
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