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Apple
AAPL

Overview Fund Activity

4,577 hedge funds and large institutions have $1.6T invested in Apple in 2023 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 1,773 increasing their positions, 2,365 reducing their positions, and 94 closing their positions.

Holders
4,577
Holders Change
+20
Holders Change %
+0.44%
% of All Funds
72.99%
Holding in Top 10
2,735
Holding in Top 10 Change
-101
Holding in Top 10 Change %
-3.56%
% of All Funds
43.61%
New
167
Increased
1,773
Reduced
2,365
Closed
94
Calls
$46.9B
Puts
$49.7B
Net Calls
-$2.82B
Net Calls Change
-$9.38B

Top Buyers

1
CWM
1
Circle Wealth Management
New Jersey
$1.55B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$1.45B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$5.17B
4
Goldman Sachs
4
Goldman Sachs
New York
$15.7B
5
UBS AM
5
UBS AM
Illinois
$13B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$22.6B
2
Jane Street
2
Jane Street
New York
$983M
3
Deutsche Bank
3
Deutsche Bank
Germany
$6.03B
4
Jennison Associates
4
Jennison Associates
New York
$5.09B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$37B
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
251
United Capital Financial Advisors
Texas
$370M -$34.7M -202,671 -9%
CFB
252
Cullen/Frost Bankers
Texas
$369M -$1.09M -6,388 -0.3%
TRSOTSOK
253
Teachers Retirement System of the State of Kentucky
Kentucky
$367M -$9.8M -57,249 -3%
YC
254
Yarbrough Capital
Tennessee
$367M -$7.28M -42,493 -2%
PAG
255
Private Advisor Group
New Jersey
$363M +$681K +3,980 +0.2%
BPA
256
Beacon Pointe Advisors
California
$363M +$78.8M +460,389 +28%
KAS
257
Kestra Advisory Services
Texas
$362M +$8.97M +52,399 +3%
MOACM
258
Mutual of America Capital Management
New York
$362M -$12.3M -72,131 -3%
PFO
259
Pathstone Family Office
New Jersey
$361M +$178M +1,138,120 +98%
First Trust Advisors
260
First Trust Advisors
Illinois
$359M +$79.7M +465,681 +29%
YCM
261
Yousif Capital Management
Michigan
$351M -$13M -75,682 -4%
FMI
262
Factory Mutual Insurance
Massachusetts
$349M -$27.9M -162,800 -7%
ERSOT
263
Employees Retirement System of Texas
Texas
$346M -$7.31M -42,691 -2%
JIC
264
Johnson Investment Counsel
Ohio
$342M -$9.07M -52,974 -3%
Daiwa Securities Group
265
Daiwa Securities Group
Japan
$337M +$9.68M +55,975 +3%
Canada Pension Plan Investment Board
266
Canada Pension Plan Investment Board
Ontario, Canada
$334M +$31.9M +186,290 +11%
Empower Advisory Group
267
Empower Advisory Group
Colorado
$333M +$3.51M +20,478 +1%
Primecap Management
268
Primecap Management
California
$330M -$1.59M -9,300 -0.5%
SPIA
269
Steward Partners Investment Advisory
New York
$330M +$10.9M +63,625 +3%
BCWM
270
Bartlett & Co Wealth Management
Ohio
$329M -$3.32M -19,412 -1%
BC
271
Bartlett & Co
Ohio
$329M -$3.32M -19,412 -1%
QCM
272
QRG Capital Management
Illinois
$328M +$328M +1,913,700 New
MML Investors Services
273
MML Investors Services
Massachusetts
$326M +$15.1M +87,942 +5%
EWM
274
Evercore Wealth Management
New York
$324M -$1.2M -7,029 -0.4%
SW
275
SVB Wealth
Massachusetts
$323M -$10.8M -63,369 -3%
9 10
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