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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 %
SFA
3201
Source Financial Advisors
New York
$4.34M +$143K +739 +3%
PC
3202
Peavine Capital
Nevada
$4.34M – – –
TCM
3203
TD Capital Management
Tennessee
$4.33M -$13K -67 -0.3%
PHIMC
3204
Private Harbour Investment Management & Counsel
Ohio
$4.33M -$53.3K -275 -1%
HA
3205
HC Advisors
Georgia
$4.33M -$120K -618 -3%
LCM
3206
Lewis Capital Management
California
$4.33M +$2.33K +12 +0.1%
MSA
3207
McAlister Sweet & Associates
Texas
$4.32M +$211K +1,087 +5%
CA
3208
Carson Advisory
Georgia
$4.32M +$232K +1,197 +6%
PSIWM
3209
Paradigm Strategies in Wealth Management
Minnesota
$4.31M -$180K -928 -4%
AWM
3210
Aprio Wealth Management
Georgia
$4.31M -$177K -914 -4%
CIC
3211
Cornercap Investment Counsel
Georgia
$4.31M +$492K +2,536 +13%
PBT
3212
Pictet Bank & Trust
Bahamas
$4.3M – – –
MIC
3213
MU Investments Company
Japan
$4.29M -$19K -100 -0.4%
CIA
3214
Caerus Investment Advisors
Texas
$4.29M -$7.95K -41 -0.2%
ICM
3215
Islay Capital Management
Texas
$4.29M +$990K +5,103 +30%
MWM
3216
Melfa Wealth Management
Massachusetts
$4.29M +$8.34K +43 +0.2%
JFG
3217
JDM Financial Group
Texas
$4.28M -$8.34K -43 -0.2%
SWM
3218
Salvus Wealth Management
New Jersey
$4.28M +$7.76K +40 +0.2%
SL
3219
Sentinus LLC
Illinois
$4.27M +$357K +1,843 +9%
DF
3220
Dunhill Financial
United Kingdom
$4.27M +$4.27M +24,082 New
BA
3221
Bluesphere Advisors
Pennsylvania
$4.26M +$34.3K +177 +0.8%
CFAM
3222
Center For Asset Management
Florida
$4.25M +$1.48M +7,616 +53%
WAM
3223
Worth Asset Management
Texas
$4.25M +$65.2K +336 +2%
GHAM
3224
Gilman Hill Asset Management
Connecticut
$4.25M -$92.1K -475 -2%
SA
3225
Shilanski & Associates
Alaska
$4.24M +$20.8K +107 +0.5%
127 128
129
130 131