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

Top Sellers

1
NEAM
1
New England Asset Management
Connecticut
$2.95M
2
CAM
2
Cresset Asset Management
Illinois
$151M
3
Barclays
3
Barclays
United Kingdom
$5.11B
4
M1FG
4
Mach-1 Financial Group
Arkansas
$1.61B
5
State Street
5
State Street
Massachusetts
$95B
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
4226
Cook Wealth
North Carolina
$650K -$19.4K -115 -3%
GWAM
4227
Guardian Wealth Advisors (Minnesota)
Minnesota
$648K -$5.77K -35 -0.9%
AIA
4228
Acute Investment Advisory
Arizona
$647K +$9.23K +56 +1%
CCA
4229
Cravens & Co Advisors
Tennessee
$646K +$495 +3 +0.1%
RWA
4230
Redmont Wealth Advisors
Illinois
$646K -$1.17M -7,102 -64%
IAA
4231
Ironsides Asset Advisors
North Carolina
$645K – – –
NEPPG
4232
New England Professional Planning Group
Rhode Island
$644K -$160 -1 -0%
LG
4233
LAM Group
Oregon
$644K +$9.73K +59 +2%
VIA
4234
Virtus Investment Advisers
Connecticut
$643K – – –
JFGLC
4235
Johnson Financial Group LLC (Colorado)
Colorado
$643K +$7.92K +48 +1%
SCI
4236
Stableford Capital II
Arizona
$643K -$3.63M -27,964 -85%
RWM
4237
Reston Wealth Management
Virginia
$636K -$110K -669 -15%
MWM
4238
Maripau Wealth Management
Indiana
$626K -$797K -4,832 -56%
NOCM
4239
Night Owl Capital Management
Connecticut
$626K – – –
SMG
4240
Smart Money Group
Texas
$625K -$170 -1 -0%
SFMG
4241
Sage Financial Management Group
Virginia
$624K -$23.6K -143 -4%
KFP
4242
KB Financial Partners
New Jersey
$623K +$11.4K +69 +2%
BWM
4243
Blossom Wealth Management
California
$617K -$8.08K -49 -1%
LIA
4244
Luken Investment Analytics
Tennessee
$613K – – –
CWM
4245
Cadence Wealth Management
Massachusetts
$613K – – –
BAM
4246
Boyar Asset Management
New York
$609K – – –
BMCM
4247
Burns Matteson Capital Management
New York
$605K +$330 +2 +0.1%
CWA
4248
Carolina Wealth Advisors
South Carolina
$604K -$38.3K -232 -6%
LSA
4249
Lansing Street Advisors
Pennsylvania
$604K +$330 +2 +0.1%
SPAS
4250
Spectrum Planning & Advisory Services
California
$600K -$16.5K -100 -3%
168 169
170
171 172