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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 %
SPIA
3926
Strategic Point Investment Advisors
Rhode Island
$1.63M +$151K +780 +10%
RWM
3927
Rockwood Wealth Management
Pennsylvania
$1.63M +$1.63M +8,414 New
ICM
3928
Intrepid Capital Management
Florida
$1.63M +$12.2K +63 +0.8%
SWM
3929
Shakespeare Wealth Management
Wisconsin
$1.63M +$57.4K +296 +4%
VIM
3930
Vista Investment Management
Pennsylvania
$1.63M -$32.8K -169 -2%
SFA
3931
Seneca Financial Advisors
New York
$1.63M -$26K -134 -2%
VFA
3932
Voya Financial Advisors
Connecticut
$1.62M +$2.47K +13 +0.2%
EIP
3933
Easterly Investment Partners
Massachusetts
$1.62M – – –
AFIA
3934
America First Investment Advisors
Nebraska
$1.62M – – –
KA
3935
Kooman & Associates
Pennsylvania
$1.62M +$422K +2,178 +35%
WA
3936
Waterford Advisors
New York
$1.62M -$9.7K -50 -0.6%
SWMG
3937
Signature Wealth Management Group
Georgia
$1.61M -$603K -3,110 -27%
EFI
3938
EHP Funds Inc
Canada
$1.61M +$1.61M +8,300 New
TDC
3939
Thompson Davis & Co
Virginia
$1.61M +$55.1K +284 +4%
CA
3940
Claris Advisors
Missouri
$1.6M -$34.7K -179 -2%
TA
3941
TCM Advisors
West Virginia
$1.6M -$441K – –
IWP
3942
Innova Wealth Partners
Pennsylvania
$1.6M +$57.8K +298 +4%
PCI
3943
Pacifica Capital Investments
Texas
$1.6M – – –
RFO
3944
RiverGlades Family Offices
Florida
$1.59M +$194 +1 +0%
BPGAM
3945
BTG Pactual Global Asset Management
Bermuda
$1.59M +$1.59M +8,204 New
WG
3946
Winton Group
United Kingdom
$1.59M -$1.63M -8,417 -51%
AWAU
3947
Alliance Wealth Advisors (Utah)
Utah
$1.59M +$37.2K +192 +2%
WCP
3948
Wick Capital Partners
Pennsylvania
$1.58M -$24.2K -125 -2%
BWM
3949
Brown Wealth Management
Illinois
$1.57M +$1.57M +8,109 New
SEM
3950
Strategic Equity Management
Arizona
$1.57M -$81.5K -420 -5%
156 157
158
159 160