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Apple
AAPL

Overview Fund Activity

4,558 hedge funds and large institutions have $1.82T invested in Apple in 2023 Q2 according to their latest regulatory filings, with 193 funds opening new positions, 1,569 increasing their positions, 2,518 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,558
Holders Change
+70
Holders Change %
+1.56%
% of All Funds
71.88%
Holding in Top 10
2,837
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+4.92%
% of All Funds
44.74%
New
193
Increased
1,569
Reduced
2,518
Closed
80
Calls
$57.9B
Puts
$51.4B
Net Calls
+$6.56B
Net Calls Change
+$8.53B

Top Buyers

1
Barclays
Barclays
United Kingdom
+$3.09B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.02B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.9B
4
Jane Street
Jane Street
New York
+$2.4B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.76B

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.3B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.47B
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$1.84B
4
Northern Trust
Northern Trust
Illinois
-$1.67B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.43B
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
2926
Plotkin Financial Advisors
Maryland
$5.73M -$593K -3,057 -9%
FNBOH
2927
First National Bank of Hutchinson
Kansas
$5.71M +$38.8K +200 +0.7%
WAG
2928
Windsor Advisory Group
Ohio
$5.71M -$26K -134 -0.5%
LAS
2929
LWM Advisory Services
Florida
$5.71M -$762K -3,934 -12%
MKC
2930
M. Kraus & Co
Vermont
$5.71M +$53.5K +276 +0.9%
AWMG
2931
Alliance Wealth Management Group
New Jersey
$5.7M -$152K -783 -3%
GWAG
2932
Garrett Wealth Advisory Group
Texas
$5.7M +$285K +1,471 +5%
RHP
2933
Royal Harbor Partners
Texas
$5.69M +$20.6K +106 +0.4%
VIA
2934
Vickerman Investment Advisors
Washington
$5.69M +$151K +778 +3%
RFA
2935
Register Financial Advisors
Georgia
$5.69M -$334K -1,724 -6%
PBF
2936
Petix & Botte Financial
California
$5.69M +$2.92M +15,065 +106%
HFS
2937
Heritage Financial Services
Massachusetts
$5.68M +$242K +1,249 +4%
AWP
2938
Accretive Wealth Partners
New Jersey
$5.67M +$26.4K +136 +0.5%
LC
2939
Landaas & Company
Wisconsin
$5.67M -$38.6K -199 -0.7%
VAF
2940
Values Added Financial
District of Columbia
$5.66M +$5.66M +29,158 New
WOC
2941
West Oak Capital
California
$5.65M -$224K -1,155 -4%
SL
2942
Summitry LLC
California
$5.65M -$260K -1,340 -4%
IIL
2943
Insight Inv LLC
California
$5.65M -$33.8K -174 -0.6%
HP
2944
Hyperion Partners
Pennsylvania
$5.65M +$101K +520 +2%
RSA
2945
River Street Advisors
Illinois
$5.64M -$338K -1,740 -6%
PTC
2946
Provident Trust Company
Wisconsin
$5.64M – – –
WPA
2947
West Paces Advisors
Georgia
$5.64M -$641K -3,305 -10%
APM
2948
Advanced Portfolio Management
New York
$5.63M +$5.63M +29,025 New
RWA
2949
Rainsberger Wealth Advisors
Colorado
$5.63M -$1.43M -7,369 -20%
AI
2950
AXS Investments
New York
$5.63M +$494K +2,548 +10%
116 117
118
119 120