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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 %
FAFN
3551
First Affirmative Financial Network
Colorado
$2.87M +$139K +719 +5%
KL
3552
KilterHowling LLC
Colorado
$2.87M +$88.8K +458 +3%
RFP
3553
Root Financial Partners
California
$2.87M +$127K +657 +5%
DA
3554
DCF Advisers
Connecticut
$2.86M – – –
NSG
3555
Nalls Sherbakoff Group
Tennessee
$2.86M -$17.2K -97 -0.6%
R
3556
Rebalance
California
$2.86M -$81.7K -421 -3%
DM
3557
Delphi Management
Massachusetts
$2.86M +$2.86M +14,717 New
MIM
3558
Meridiem Investment Management
United Kingdom
$2.85M -$401K -2,070 -12%
ADBIC
3559
A.D. Beadell Investment Counsel
Wisconsin
$2.85M -$116K -600 -4%
GCM
3560
Gallacher Capital Management
Colorado
$2.85M -$274K -1,412 -9%
AWA
3561
Alaska Wealth Advisors
Alaska
$2.84M -$59.5K -307 -2%
CS
3562
Capital Square
Tennessee
$2.84M -$17.1K -88 -0.6%
ADIM
3563
Alpha DNA Investment Management
Maryland
$2.83M -$364K -1,877 -11%
LWM
3564
Lionsbridge Wealth Management
Florida
$2.82M -$51K -263 -2%
WCM
3565
Wallace Capital Management
Texas
$2.81M +$41.7K +215 +2%
MAA
3566
Mraz Amerine & Associates
California
$2.81M +$1.75K +9 +0.1%
CAGAS
3567
Capital Advisory Group Advisory Services
Minnesota
$2.8M +$164K +844 +6%
MPW
3568
MA Private Wealth
California
$2.79M +$723K +3,727 +35%
RWA
3569
Rooted Wealth Advisors
Illinois
$2.79M -$73.7K -385 -3%
CWA
3570
Capital Wealth Alliance
Arizona
$2.79M -$102K -527 -4%
KOC
3571
Koss-Olinger Consulting
Florida
$2.79M -$133K -687 -5%
GC
3572
Giverny Capital
Quebec, Canada
$2.78M -$58.2K -300 -2%
GM
3573
GeoWealth Management
Illinois
$2.78M -$34.1K -176 -1%
CWM
3574
ClientFirst Wealth Management
Arkansas
$2.78M – – –
IAIM
3575
Industrial Alliance Investment Management
Quebec, Canada
$2.78M -$242M -1,247,676 -99%
141 142
143
144 145