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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 %
AFG
3751
Affinia Financial Group
Massachusetts
$2.19M -$22.1K -115 -1%
CM
3752
Columbus Macro
Pennsylvania
$2.19M +$55.6K +287 +3%
SLFPAM
3753
St. Louis Financial Planners Asset Management
Missouri
$2.19M +$2.19M +11,267 New
HIM
3754
Hillsdale Investment Management
Ontario, Canada
$2.17M -$77.6K -400 -3%
TAM
3755
Tealwood Asset Management
Minnesota
$2.16M -$4.85K -25 -0.2%
MWA
3756
Motive Wealth Advisors
Michigan
$2.16M +$48.1K +248 +2%
WIM
3757
Warwick Investment Management
Texas
$2.15M +$12.8K +66 +0.6%
RFN
3758
Redwood Financial Network
Ohio
$2.15M -$4.66K -24 -0.2%
FPIS
3759
Financial Planning & Information Services
Wisconsin
$2.14M -$279K -1,439 -12%
PWM
3760
Prentice Wealth Management
New York
$2.14M +$728K +3,754 +51%
RWA
3761
Redmont Wealth Advisors
Illinois
$2.14M +$1.38M +7,137 +182%
EWM
3762
Evergreen Wealth Management
Michigan
$2.14M -$29.5K -152 -1%
KHC
3763
Koesten Hirschmann & Crabtree
Kansas
$2.14M -$293K -1,508 -12%
MFG
3764
Menard Financial Group
Texas
$2.14M -$245K -1,261 -10%
SL
3765
Stevard LLC
Illinois
$2.14M – – –
JGCM
3766
Joseph Group Capital Management
Ohio
$2.14M +$91.6K +472 +4%
TC
3767
Trilogy Capital
California
$2.13M +$57.2K +298 +3%
PAG
3768
Powers Advisory Group
Illinois
$2.13M -$180K -926 -8%
PWA
3769
Peterson Wealth Advisors
Utah
$2.13M -$401K -2,081 -16%
ARIS
3770
Advanced Research Investment Solutions
California
$2.12M +$681K +3,512 +47%
Legacy Financial Group (Iowa)
3771
Legacy Financial Group (Iowa)
Iowa
$2.12M +$12.4K +64 +0.6%
FPTW
3772
Franklin, Parlapiano, Turner & Welch
Texas
$2.12M -$103K -531 -5%
PCC
3773
Park Circle Company
Maryland
$2.11M – – –
AWM
3774
Avondale Wealth Management
Texas
$2.11M -$339K -1,750 -14%
KFG
3775
Kingdom Financial Group
Arizona
$2.11M +$2.11M +10,866 New
149 150
151
152 153