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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 %
SSWG
3576
Seven Springs Wealth Group
Tennessee
$2.77M -$239K -1,233 -8%
SFPG
3577
Stonebridge Financial Planning Group
Florida
$2.77M -$25.4K -131 -0.9%
UFA
3578
US Financial Advisors
Massachusetts
$2.77M -$19.4K -100 -0.7%
CG
3579
Castellan Group
Kentucky
$2.76M +$270K +1,390 +11%
HWP
3580
Heritage Wealth Partners
Ohio
$2.74M +$2.41M +12,404 +713%
CIR
3581
Clear Investment Research
Georgia
$2.74M +$75.1K +387 +3%
WSWA
3582
Warren Street Wealth Advisors
California
$2.74M +$275K +1,420 +11%
HIG
3583
Heritage Investment Group
Florida
$2.74M +$696K +3,588 +34%
EWM
3584
Elevatus Welath Management
New York
$2.73M +$2.73M +14,075 New
CIS
3585
Continental Investors Services
Washington
$2.73M +$1.54M +7,891 +130%
ACA
3586
Aspire Capital Advisors
Washington
$2.73M -$2.52K -13 -0.1%
FWA
3587
FSC Wealth Advisors
New York
$2.73M -$12.4K -64 -0.5%
RCI
3588
RS Crum Inc
California
$2.72M +$1.75K +9 +0.1%
RGI
3589
River Global Investors
United Kingdom
$2.71M – – –
LK
3590
Lumbard & Kellner
New Hampshire
$2.71M -$324K -1,666 -11%
CIA
3591
Compass Ion Advisors
Pennsylvania
$2.71M -$104K -534 -4%
BPCA
3592
Bank Pictet & Cie (Asia)
Singapore
$2.7M -$290K -1,497 -10%
F4L
3593
Fortune 45 LLC
Louisiana
$2.7M +$48K +247 +2%
CWM
3594
Chicago Wealth Management
Illinois
$2.69M -$53.3K -275 -2%
PWM
3595
Provident Wealth Management
Tennessee
$2.68M -$119K -615 -4%
KW
3596
KWB Wealth
California
$2.68M +$42.1K +217 +2%
WFPG
3597
Waller Financial Planning Group
Ohio
$2.68M -$170K -876 -6%
RGF
3598
Retirement Guys Formula
Ohio
$2.68M -$162K -833 -6%
MCM
3599
Mainstay Capital Management
Michigan
$2.68M -$187K -964 -7%
KFA
3600
Krane Funds Advisors
New York
$2.68M -$461K -2,375 -15%
142 143
144
145 146