AAPL icon

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 %
PCMC
3151
Paragon Capital Management (Colorado)
Colorado
$4.58M -$181K -934 -4%
OAJ
3152
Ogorek Anthony Joseph
New York
$4.58M +$10.3K +53 +0.2%
EA
3153
Ergawealth Advisors
Illinois
$4.58M +$187K +962 +4%
DAM
3154
Deltec Asset Management
New York
$4.57M – – –
DAC
3155
Dividend Assets Capital
South Carolina
$4.57M -$240K -1,239 -5%
SBF
3156
Sara-Bay Financial
Florida
$4.57M +$5.43K +28 +0.1%
IIA
3157
ICW Investment Advisors
Arizona
$4.57M +$2.72K +14 +0.1%
HA
3158
Hofer & Associates
California
$4.57M +$75.1K +387 +2%
EWA
3159
ERTS Wealth Advisors
Michigan
$4.56M -$335K -1,725 -7%
SFG
3160
Snider Financial Group
Washington
$4.56M +$83.6K +431 +2%
SP
3161
Successful Portfolios
Florida
$4.56M -$1.23M -6,351 -21%
RC
3162
Reik & Co
New York
$4.55M -$83K -428 -2%
WP
3163
Wealthspan Partners
Iowa
$4.55M +$752K +3,878 +20%
SRSA
3164
S.R. Schill & Associates
Washington
$4.54M +$255K +1,314 +6%
CCA
3165
Catalyst Capital Advisors
New York
$4.54M +$1.24M +6,410 +38%
RAM
3166
Roanoke Asset Management
New Jersey
$4.53M – – –
V
3167
ValueWorks
New York
$4.53M -$74.6K -385 -2%
EWP
3168
Engrave Wealth Partners
Texas
$4.52M -$122K -629 -3%
SC
3169
Seldon Capital
California
$4.51M -$4.51M -23,268 -50%
RAM
3170
Redmond Asset Management
Virginia
$4.51M -$17.7K -91 -0.4%
FMTCOCP
3171
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.5M +$73.5K +379 +2%
CPCM
3172
Cardinal Point Capital Management
Ontario, Canada
$4.49M -$1.04M -5,422 -19%
WCM
3173
Windsor Capital Management
Arizona
$4.49M -$168K -864 -4%
OBWP
3174
O'Brien Wealth Partners
Massachusetts
$4.48M -$116K -600 -3%
CSWM
3175
Cassady Schiller Wealth Management
Ohio
$4.48M -$53.3K -275 -1%
125 126
127
128 129