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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 %
TLA
3651
Tanglewood Legacy Advisors
Texas
$2.52M +$970 +5 +0%
EWP
3652
Elevation Wealth Partners
California
$2.52M -$149K -768 -6%
EAM
3653
EdenTree Asset Management
United Kingdom
$2.52M +$2.52M +13,000 New
WF
3654
Warner Financial
Maryland
$2.52M -$2.13K -11 -0.1%
RA
3655
Rise Advisors
New York
$2.5M -$2.4M -12,367 -49%
MWC
3656
MBM Wealth Consultants
Missouri
$2.5M +$247K +1,304 +11%
VBFP
3657
Valtinson Bruner Financial Planning
Minnesota
$2.5M +$78.6K +405 +3%
PFT
3658
Providence First Trust
Arizona
$2.5M -$782K -4,033 -24%
PWM
3659
Pinnacle Wealth Management
California
$2.5M +$2.5M +12,868 New
SC
3660
Steph & Co
Wisconsin
$2.49M -$19.4K -100 -0.8%
2L
3661
25 LLC
Missouri
$2.49M +$16.4K +86 +0.7%
AFGAS
3662
Allegiance Financial Group Advisory Services
Virginia
$2.49M +$2.13K +11 +0.1%
WA
3663
Wealthstream Advisors
New York
$2.49M +$218K +1,123 +10%
ECM
3664
Elgethun Capital Management
South Dakota
$2.48M +$25.4K +131 +1%
GCL
3665
Gouws Capital LLC
North Carolina
$2.48M -$58.2K -300 -2%
LOIP
3666
Live Oak Investment Partners
Texas
$2.48M -$2.31M – –
RWMH
3667
Riverpoint Wealth Management Holdings
Illinois
$2.47M +$2.91K +15 +0.1%
IPW
3668
Intergy Private Wealth
Colorado
$2.46M +$159K +820 +7%
TIA
3669
Tandem Investment Advisors
South Carolina
$2.46M +$462K +2,384 +23%
WFA
3670
West Financial Advisors
Iowa
$2.45M -$197K -1,017 -7%
VIM
3671
VELA Investment Management
Ohio
$2.45M +$224K +1,156 +10%
PS
3672
Portfolio Strategies
New York
$2.45M +$8.34K +43 +0.3%
MAM
3673
Marquette Asset Management
Minnesota
$2.45M – – –
WIM
3674
Waycross Investment Management
Washington
$2.44M -$5.24K -27 -0.2%
RWM
3675
Refined Wealth Management
Utah
$2.44M +$37.8K +195 +2%
145 146
147
148 149