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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 %
NCG
4001
Newport Capital Group
New Jersey
$1.43M +$720K +4,440 +101%
CWA
4002
Clearview Wealth Advisors
Oregon
$1.43M +$970 +5 +0.1%
BAM
4003
Bayshore Asset Management
Florida
$1.43M – – –
PWC
4004
PYA Waltman Capital
Tennessee
$1.43M -$2.69K -15 -0.2%
CSIA
4005
Charles Schwab Investment Advisory
California
$1.43M +$129K +666 +10%
HAG
4006
HF Advisory Group
Maryland
$1.43M +$21.9K +113 +2%
NF
4007
Norwood Financial
Pennsylvania
$1.42M -$38.8K -200 -3%
HIF
4008
Hill Island Financial
Michigan
$1.42M +$582 +3 +0%
BWM
4009
Biltmore Wealth Management
Arizona
$1.41M -$166K -858 -11%
SWMG
4010
Sanchez Wealth Management Group
Florida
$1.41M +$6.6K +34 +0.5%
EMFAT
4011
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.4M -$149K -767 -10%
FSA
4012
Financial Sense Advisors
California
$1.39M +$1.55K +8 +0.1%
BSWM
4013
Boston Standard Wealth Management
Massachusetts
$1.39M -$223K -1,149 -14%
EARNEST Partners
4014
EARNEST Partners
Georgia
$1.39M – – –
WWP
4015
Waypoint Wealth Partners
California
$1.38M +$233K +1,200 +20%
KWM
4016
Kanen Wealth Management
Florida
$1.38M +$1.94K +10 +0.1%
IFA
4017
Interactive Financial Advisors
Illinois
$1.38M -$19.6K -101 -1%
ADMI
4018
Albert D. Mason Inc
Massachusetts
$1.37M – – –
LEFP
4019
Leading Edge Financial Planning
Tennessee
$1.37M +$73.3K +378 +6%
FA
4020
Fortis Advisors
Pennsylvania
$1.37M -$219K -1,127 -14%
EBWM
4021
Eagle Bluffs Wealth Management
Missouri
$1.37M – – –
DLHL
4022
Donald L. Hagan LLC
Florida
$1.37M -$113K -580 -8%
SCA
4023
Sippican Capital Advisors
Massachusetts
$1.36M -$11.6K -60 -0.8%
MSRI
4024
Michael S. Ryan Inc
New York
$1.36M +$1.36M +7,075 New
CP
4025
Camelot Portfolios
Ohio
$1.36M -$220K -1,135 -14%
159 160
161
162 163