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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 %
EIA
3101
Eldridge Investment Advisors
New Hampshire
$4.81M +$235K +1,211 +5%
GAM
3102
Gould Asset Management
California
$4.81M -$87.5K -451 -2%
SWM
3103
Selective Wealth Management
Virginia
$4.8M +$4.8M +25,473 New
IA
3104
IAM Advisory
Pennsylvania
$4.8M +$68.5K +353 +1%
IP
3105
Intellectus Partners
California
$4.8M -$153K -788 -3%
SFG
3106
Sunburst Financial Group
Alabama
$4.8M +$415K +2,140 +9%
SA
3107
Sicart Associates
New York
$4.8M +$16.5K +85 +0.3%
FVWA
3108
Foster Victor Wealth Advisors
South Carolina
$4.79M -$90.1K -471 -2%
BIA
3109
Bell Investment Advisors
California
$4.79M +$48.9K +252 +1%
WFA
3110
Wellspring Financial Advisors
Ohio
$4.78M -$73.9K -381 -2%
Dodge & Cox
3111
Dodge & Cox
California
$4.78M – – –
LC
3112
Legacy CG
Texas
$4.78M +$359K +1,852 +8%
WKSWA
3113
White Knight Strategic Wealth Advisors
New Jersey
$4.77M -$199K -1,025 -4%
DIP
3114
Davis Investment Partners
North Carolina
$4.77M +$570K +2,950 +14%
PHAM
3115
Portland Hill Asset Management
United Kingdom
$4.77M -$609K -3,268 -11%
DWA
3116
Dougherty Wealth Advisers
Minnesota
$4.77M -$372K -1,916 -7%
LFS
3117
Legacy Financial Strategies
Kansas
$4.76M +$44.6K +230 +0.9%
AWM
3118
Abound Wealth Management
Tennessee
$4.76M +$147K +757 +3%
HCM
3119
Hengehold Capital Management
Ohio
$4.76M -$177K -910 -4%
TWM
3120
TMD Wealth Management
Arizona
$4.76M +$51.2K +264 +1%
JCM
3121
Jacobsen Capital Management
Utah
$4.74M +$368K +1,898 +8%
BCM
3122
Brasada Capital Management
Texas
$4.74M – – –
KIA
3123
Kraematon Investment Advisors
Massachusetts
$4.74M +$7.76K +40 +0.2%
WPW
3124
Watershed Private Wealth
Illinois
$4.73M +$72.2K +372 +2%
IIM
3125
InTrack Investment Management
Vermont
$4.73M -$1.42M -7,306 -23%
123 124
125
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