AAPL icon

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 %
WAG
3626
Wallace Advisory Group
California
$2.6M – – –
AIM
3627
AMI Investment Management
Indiana
$2.59M – – –
SCM
3628
Stonehearth Capital Management
Massachusetts
$2.59M +$1.36K +7 +0.1%
CC
3629
Cipher Capital
New York
$2.59M +$2.59M +13,340 New
TF
3630
TLWM Financial
Texas
$2.59M +$16.5K +85 +0.6%
VFPW
3631
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.59M -$144K -741 -5%
BWM
3632
BlackDiamond Wealth Management
New York
$2.58M +$194K +1,004 +8%
PAA
3633
Peregrine Asset Advisers
Oregon
$2.58M -$14.5K -75 -0.6%
SM
3634
Sensible Money
Arizona
$2.57M -$87.9K -453 -3%
PCM
3635
Palouse Capital Management
Washington
$2.57M -$253K -1,302 -9%
AWA
3636
AmeriServ Wealth Advisors
Pennsylvania
$2.57M -$22.7K -117 -0.9%
FPWM
3637
FSB Premier Wealth Management
Iowa
$2.57M -$194 -1 -0%
CAM
3638
Cubic Asset Management
Massachusetts
$2.56M +$9.12K +47 +0.4%
PFA
3639
Professional Financial Advisors
Nebraska
$2.56M +$12K +62 +0.5%
UW
3640
Unique Wealth
Florida
$2.56M +$9.31K +48 +0.4%
RCM
3641
Raleigh Capital Management
North Carolina
$2.55M -$286K -1,477 -10%
TWM
3642
Tolleson Wealth Management
Texas
$2.55M +$1.06M +5,488 +72%
CAM
3643
Concorde Asset Management
Michigan
$2.55M +$584K +3,011 +30%
RA
3644
Riverstone Advisors
Texas
$2.54M +$89.2K +460 +4%
SRG
3645
SBB Research Group
Illinois
$2.53M +$2.91K +15 +0.1%
HEIP
3646
Hudson Edge Investment Partners
New Jersey
$2.53M -$29.1K -150 -1%
DWMG
3647
DB Wealth Management Group
California
$2.53M -$178K -920 -7%
FWM
3648
Fortress Wealth Management
California
$2.52M – – –
GCP
3649
Gill Capital Partners
Colorado
$2.52M -$11.8K -61 -0.5%
MUAMU
3650
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.52M -$194K -1,000 -7%
144 145
146
147 148