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Apple
AAPL

Overview Fund Activity

4,487 hedge funds and large institutions have $1.55T invested in Apple in 2023 Q1 according to their latest regulatory filings, with 163 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
4,487
Holders Change
-37
Holders Change %
-0.82%
% of All Funds
71.83%
Holding in Top 10
2,703
Holding in Top 10 Change
+205
Holding in Top 10 Change %
+8.21%
% of All Funds
43.27%
New
163
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 %
LFGH
4401
Lee Financial Group Hawaii
Hawaii
$289K – – –
SFG
4402
Socha Financial Group
New York
$288K +$8.08K +49 +3%
HWP
4403
Heritage Wealth Partners
Ohio
$287K -$2.75M -16,698 -91%
CFS
4404
Cannon Financial Strategists
Georgia
$287K -$7.42K -45 -3%
DRS
4405
Deane Retirement Strategies
Louisiana
$281K – – –
F
4406
Fithian
New York
$280K – – –
TWM
4407
Tanglewood Wealth Management
Texas
$280K – – –
HAI
4408
Hennessy Advisors Inc
California
$279K +$11.7K +71 +4%
GBA
4409
Garrison Bradford & Associates
New York
$278K – – –
CM
4410
Cornerstone Management
Georgia
$270K -$110K -668 -29%
TFA
4411
TPG Financial Advisors
Oregon
$268K +$3.3K +20 +1%
FFG
4412
Fullen Financial Group
Ohio
$265K +$170 +1 +0.1%
CWM
4413
Core Wealth Management
Florida
$265K +$265K +1,604 New
SH
4414
Svenska Handelsbanken
Sweden
$264K – – –
CIA
4415
Citadel Investment Advisory
Ohio
$264K – – –
PWM
4416
Pacific Wealth Management
California
$261K – – –
RA
4417
Resolute Advisors
California
$256K – – –
HSA
4418
Hussman Strategic Advisors
Maryland
$256K -$767K -4,650 -75%
RBC
4419
Rye Brook Capital
Connecticut
$255K – – –
ETS
4420
ESL Trust Services
New York
$254K – – –
SC
4421
Shearwater Capital
Colorado
$251K +$251K +1,524 New
FAM
4422
Frontier Asset Management
Wyoming
$250K -$154K -934 -38%
BWS
4423
BCR Wealth Strategies
Alabama
$248K +$248K +1,504 New
MG
4424
MilWealth Group
Wisconsin
$248K – – –
GCIA
4425
Gabelli & Co Investment Advisers
New York
$247K +$247K +1,500 New
175 176
177
178 179