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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 %
FA
3776
Fermata Advisors
California
$2.11M -$12M -62,001 -85%
BIG
3777
Builder Investment Group
Georgia
$2.1M -$13K -67 -0.6%
PBC
3778
Pavion Blue Capital
California
$2.1M -$7.18K -37 -0.3%
HKAM
3779
Horizon Kinetics Asset Management
New York
$2.1M -$98.5K -508 -4%
LRIA
3780
Leonard Rickey Investment Advisors
Washington
$2.1M +$66.5K +343 +3%
DI
3781
Disciplined Investments
Oklahoma
$2.08M -$365K -1,883 -15%
AA
3782
AJ Advisors
Tennessee
$2.08M -$2.72K -14 -0.1%
CCM
3783
Compton Capital Management
Rhode Island
$2.08M -$12M -61,964 -85%
RI
3784
RWWM Inc
California
$2.07M +$705K +3,635 +52%
KL
3785
KWMG LLC
Kansas
$2.06M -$125K -642 -6%
HIA
3786
Harvest Investment Advisors
Florida
$2.05M -$23.3K -120 -1%
LFA
3787
Lauterbach Financial Advisors
Texas
$2.05M +$582 +3 +0%
WAM
3788
Weinberger Asset Management
California
$2.05M +$280K +1,441 +16%
SW
3789
SMART Wealth
Nebraska
$2.05M -$44.6K -230 -2%
5SA
3790
5th Street Advisors
Connecticut
$2.05M +$871K +4,488 +74%
HFP
3791
Holistic Financial Partners
Indiana
$2.05M +$40.3K +208 +2%
SPA
3792
Sentinel Pension Advisors
Massachusetts
$2.05M -$99.3K -512 -5%
HPM
3793
Hudson Portfolio Management
New York
$2.05M -$378K -1,947 -16%
PAIM
3794
Punch & Associates Investment Management
Minnesota
$2.04M +$970 +5 +0%
SIA
3795
Sage Investment Advisers
New York
$2.04M -$176K -906 -8%
SG
3796
Strid Group
Pennsylvania
$2.04M +$5.04K +26 +0.2%
RSS
3797
Rosenblum Silverman Sutton
California
$2.04M -$85.2K -439 -4%
AFA
3798
AllGen Financial Advisors
Florida
$2.04M +$549K +2,831 +37%
HG
3799
Harbor Group
New Hampshire
$2.03M -$192K -990 -9%
VFIC
3800
Valley Forge Investment Consultants
Pennsylvania
$2.03M +$1.55K +8 +0.1%
150 151
152
153 154