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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 %
WWM
3601
WJ Wealth Management
Arizona
$2.67M +$1.4M +7,198 +110%
VCM
3602
Viewpoint Capital Management
Washington
$2.67M +$309K +1,592 +13%
FF
3603
Francis Financial
$2.66M -$38.2K -197 -1%
GIM
3604
Groesbeck Investment Management
New Jersey
$2.66M +$116K +600 +5%
SWRP
3605
Summit Wealth & Retirement Planning
California
$2.66M -$931K -4,802 -26%
HWA
3606
Heartwood Wealth Advisors
Virginia
$2.65M +$228K +1,178 +9%
SHWM
3607
Smith & Howard Wealth Management
Georgia
$2.65M +$245K +1,263 +10%
FWA
3608
FOCUS Wealth Advisors
Texas
$2.65M -$242K -1,247 -8%
EE
3609
EWG Elevate
California
$2.65M -$2.33K -12 -0.1%
SPIO
3610
Seven Post Investment Office
California
$2.65M -$11.3K -58 -0.4%
RFP
3611
RCS Financial Planning
Maryland
$2.64M -$1.16K -6 -0%
GAM
3612
Garrison Asset Management
Arkansas
$2.64M -$23.3K -120 -0.9%
FS
3613
Ferguson Shapiro
Georgia
$2.62M -$4M -20,622 -60%
JGC
3614
J. Goldman & Co
New York
$2.62M +$2.62M +13,527 New
DLG
3615
Daniel L. Goodwin
$2.62M -$1.94K -10 -0.1%
EWM
3616
Echo Wealth Management
Minnesota
$2.62M -$493K -2,541 -16%
FCM
3617
Fortis Capital Management
Washington
$2.62M -$275K -1,419 -10%
HIS
3618
Harvest Investment Services
Illinois
$2.62M +$41.1K +212 +2%
DM
3619
Diker Management
New York
$2.62M – – –
DA
3620
Drake & Associates
Wisconsin
$2.62M -$2.91K -15 -0.1%
IIA
3621
Integral Investment Advisors
California
$2.62M -$654K -3,370 -20%
AFO
3622
Arrowroot Family Office
California
$2.61M +$335K +1,729 +15%
PWAC
3623
Private Wealth Advisors (California)
California
$2.61M -$25.4K -131 -1%
CA
3624
Crane Advisory
California
$2.61M +$645K +3,371 +33%
BF
3625
Brogan Financial
Tennessee
$2.6M -$192K -992 -7%
143 144
145
146 147