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Apple
AAPL

Overview Fund Activity

4,488 hedge funds and large institutions have $1.55T invested in Apple in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 1,715 increasing their positions, 2,331 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,488
Holders Change
-36
Holders Change %
-0.8%
% of All Funds
71.83%
Holding in Top 10
2,704
Holding in Top 10 Change
+206
Holding in Top 10 Change %
+8.25%
% of All Funds
43.28%
New
164
Increased
1,715
Reduced
2,331
Closed
99
Calls
$40.3B
Puts
$42.2B
Net Calls
-$1.97B
Net Calls Change
-$2.19B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$216B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$151B
3
Bank of America
Bank of America
North Carolina
$23.4B
4
GQG Partners
GQG Partners
Florida
$1.33B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$38.6B

Top Sellers

1
NEAM
New England Asset Management
Connecticut
$2.95M
2
CAM
Cresset Asset Management
Illinois
$151M
3
Barclays
Barclays
United Kingdom
$5.11B
4
M1FG
Mach-1 Financial Group
Arkansas
$1.61B
5
State Street
State Street
Massachusetts
$95B
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
4201
Fairholme Capital Management
Florida
$702K – – –
FL
4202
Fort LP
Maryland
$698K -$18.6K -113 -3%
KGC
4203
Kennon-Green & Company
Ohio
$698K +$330 +2 +0%
KA
4204
Keene & Associates
Texas
$697K +$51.4K +312 +8%
LFG
4205
Leverty Financial Group
Wisconsin
$696K -$11.4K -69 -2%
MAS
4206
Madden Advisory Services
Florida
$694K +$4.62K +28 +0.7%
LWA
4207
Lowe Wealth Advisors
Maryland
$689K -$81.8K -496 -11%
MC
4208
Merlin Capital
Rhode Island
$687K -$5.94K -36 -0.9%
JCM
4209
J2 Capital Management
Michigan
$687K +$5.28K +32 +0.8%
TPM
4210
Triasima Portfolio Management
Quebec, Canada
$676K – – –
BAM
4211
Blueshift Asset Management
New Jersey
$674K +$674K +4,089 New
RH
4212
RFG Holdings
Texas
$667K +$23.3K +141 +4%
WG
4213
Watchman Group
Texas
$667K -$165 -1 -0%
CSS
4214
Cubist Systematic Strategies
Connecticut
$666K -$81.7M -495,741 -99%
SPWM
4215
Straight Path Wealth Management
Michigan
$661K +$6.76K +41 +1%
SCM
4216
Shapiro Capital Management
Georgia
$660K – – –
SCA
4217
Scott Capital Advisors
Oregon
$659K +$1.15K +7 +0.2%
SL
4218
Savior LLC
Massachusetts
$658K -$1.15K -7 -0.2%
HFS
4219
Horizon Financial Services
North Carolina
$656K +$165 +1 +0%
NHFG
4220
New Harbor Financial Group
Massachusetts
$655K +$478K +2,900 +270%
FFW
4221
Fusion Family Wealth
New York
$655K – – –
SW
4222
Simplicity Wealth
New Jersey
$655K -$81.8K -496 -11%
IEFM
4223
IQ EQ Fund Management
Ireland
$655K -$25.7K -156 -4%
PWG
4224
Private Wealth Group
Florida
$653K -$126K -766 -16%
IWM
4225
Iams Wealth Management
Nebraska
$650K +$143K +880 +28%
167 168
169
170 171