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4,586 hedge funds and large institutions have $1.82T invested in Apple in 2023 Q2 according to their latest regulatory filings, with 197 funds opening new positions, 1,577 increasing their positions, 2,530 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 81

18% more capital invested

Capital invested by funds: $1.55T → $1.82T (+$276B)

13% more call options, than puts

Call options by funds: $58B | Put options by funds: $51.4B

5% more funds holding in top 10

Funds holding in top 10: 2,7222,856 (+134)

2% more funds holding

Funds holding: 4,5134,586 (+73)

0.46% more ownership

Funds ownership: 59.13%59.59% (+0.46%)

38% less repeat investments, than reductions

Existing positions increased: 1,577 | Existing positions reduced: 2,530

Holders
4,586
Holders Change
+73
Holders Change %
+1.62%
% of All Funds
71.99%
Holding in Top 10
2,856
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+4.92%
% of All Funds
44.84%
New
197
Increased
1,577
Reduced
2,530
Closed
81
Calls
$58B
Puts
$51.4B
Net Calls
+$6.58B
Net Calls Change
+$8.5B
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
Shelton Capital Management
Colorado
$249M +$9.07M +52,054 +4%
III
327
Independent Investors Inc
New York
$247M -$5.34M -30,668 -2%
EMPI
328
Elo Mutual Pension Insurance
Finland
$244M -$1.78M -10,208 -0.8%
SAM
329
Securian Asset Management
Minnesota
$241M -$3.73M -21,385 -2%
PFO
330
Pathstone Family Office
New Jersey
$239M +$4.89M +28,077 +2%
BFS
331
Bradley Foster & Sargent
Connecticut
$236M +$2.65M +15,198 +1%
MG
332
Markel Group
Virginia
$236M +$1.57M +9,000 +0.7%
Wealthfront Advisers
333
Wealthfront Advisers
California
$236M +$7.75M +44,456 +4%
BBHC
334
Brown Brothers Harriman & Co
New York
$235M +$426K +2,445 +0.2%
AAP
335
Aristotle Atlantic Partners
Florida
$232M +$50.9M +291,842 +32%
CA
336
Cetera Advisors
Colorado
$232M -$731K -4,195 -0.3%
SF
337
Synovus Financial
Georgia
$232M -$2.69M -15,466 -1%
KRS
338
Kentucky Retirement Systems
Kentucky
$231M +$2.23M +12,808 +1%
VPIM
339
Vanguard Personalized Indexing Management
California
$229M +$14.7M +84,187 +8%
DC
340
Davenport & Co
Virginia
$228M -$3.93M -22,576 -2%
JAFL
341
Jay A. Fishman Ltd
Michigan
$225M -$16.5M -94,744 -8%
OC
342
Oppenheimer & Co
New York
$223M -$7.32M -42,013 -4%
WI
343
Wafra Inc
New York
$222M -$17M -97,744 -8%
MSRPS
344
Maryland State Retirement & Pension System
Maryland
$222M -$7.87M -45,153 -4%
BAMF
345
BI Asset Management Fondsmaeglerselskab
Denmark
$221M +$5M +28,694 +3%
RMDI
346
R.M. Davis Inc
Maine
$221M -$2.19M -12,554 -1%
PFPT
347
Pinnacle Financial Partners (Tennessee)
Tennessee
$220M +$247K +1,420 +0.1%
FDCDDQ
348
Federation des caisses Desjardins du Quebec
Quebec, Canada
$220M -$2.93M -16,821 -1%
MBI
349
Montrusco Bolton Investments
Quebec, Canada
$220M +$73M +418,937 +59%
EOJOAM
350
E. Ohman J:or Asset Management
Sweden
$217M +$451K +2,586 +0.2%

AAPL Hedge Fund Activity: Q2 2023 in Review

4,586 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2023, worth a combined $1.82T — up 18% from $1.55T a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new AAPL positions and 81 closed out — a net gain of 116 holders — while 1,577 added to existing stakes and 2,530 trimmed.

The largest buyer was Barclays, adding an estimated $2.78B. The largest seller was Bank of America, cutting an estimated $4.76B.

  • 4,586 institutional investors held Apple (AAPL) as of Q2 2023, up from 4,513 in Q1 2023.
  • Funds reported $1.82T of Apple stock for Q2 2023, up 18% quarter-over-quarter.
  • 197 funds opened new Apple positions in Q2 2023 and 81 closed out, a net change of +116 holders.
  • The largest Apple buyer in Q2 2023 was Barclays, an estimated $2.78B added.
  • The largest Apple seller in Q2 2023 was Bank of America, an estimated $4.76B sold.

Based on aggregated 13F filings for Q2 2023.